Taskize Platform > Integrations
Taskize and Symphony integration ‘phase two’ unveiled at Symphony Innovate 2024
Watch the integration demo and discover how it can streamline your workflow.
With the Taskize and Xceptor integration you can resolve exceptions faster and more efficiently at the click of a button.
Within the Xceptor affirmation and confirmation product, clients can enhance their customer’s experience by connecting seamlessly to Taskize, a secure collaboration and workflow platform designed for resolving exceptions.
Confirmations and affirmations are seamlessly directed to the appropriate individual at the counterparty for resolution through Taskize, eliminating the need for manual data copying that could jeopardise information security.
Taskize empowers users to prioritise their tasks efficiently and offers a transparent overview of issues and progress whilst also providing a fully auditable workflow to determine root cause analysis and enhance efficiencies. You are kept up to date with the status of your confirmations in real-time, providing greater clarity and accuracy of your risk.
Highlights
Resolve issues faster
Quickly find and engage the right person in the right team, without having to revert to email, phone, or fax.
Secure and efficient workflow
Key information is automatically pre-populated into Taskize Bubbles, removing risks around manually copying of information from one system to another. You’ll remain in Xceptor, where your confirmations reside in your workflow, resulting in accurate and rapid affirmation, delivery and exchange of trade data. Your customers will use Taskize as a secure and efficient way of collaborating with you.
Get actionable insights
All interactions are recorded in Xceptor and Taskize providing a complete audit trail. Service levels, performance activity, response and resolution times are also tracked.
How it works
Taskize Platform > Integrations
Watch the integration demo and discover how it can streamline your workflow.
Events & Webinars
Events & Webinars
We look forward to seeing you in New York on Wednesday…
Events & Webinars
Register to join us on 17 April in NY and 25 April in London…