The 20th Taskize Operations Forum (TOF) was dedicated to our clients in the Americas and EMEA

Over 200 people attended the 20th Taskize Operations Forum (TOF) for EMEA and Americas, held across two virtual sessions earlier this week.

Senior executives across the buy-side, sell-side and market infrastructures came together, with 120+ attending the EMEA session, and 80+ attending the Americas event.

At each, we heard some of the financial industry’s biggest firms outline the significant progress they are making with Taskize, and how it is becoming a key part of their operations strategy. This confidence from clients who are industry influencers clearly shows the momentum our solution is gaining across the global financial industry.

The new Taskize Email Solution was also demonstrated. This is a standalone end-to-end email solution for client servicing workflows, which seamlessly integrates the entire Taskize network. The reception since the event has been enthusiastic, with clients identifying this as the game changer, enabling efficiency and manageability gains for a great number of financial operations workflows.

A CSDR Buy-In Solution update rounded out the session. The solution enables clients to report buy-in details directly to their CSD, as well as managing these reporting obligations on behalf of their customers.

If you’d like to find out more about Taskize or join our growing network of 250+ signed clients in over 50 countries, contact us on or +44 (0) 203 874 7224.