Margin calls are expected to soar as the next phase of the Uncleared Margin Rules (UMR) comes into play. High volumes of margin calls inevitably lead to more disputes. Some will be simple to resolve, but others will be more …
Taskize & EZOPS Join Forces To Transform Counterparty Resolution
Taskize & EZOPS Join Forces To Transform Counterparty Resolution Taskize and EZOPS have formed a partnership to allow their mutual clients access to their resolution capabilities in order to transform counterparty trading and workflows. LONDON and NEW YORK, June 24, …
The need for a connected financial industry
The financial industry is evolving, with many institutions retiring legacy application infrastructure in favour of best-of-breed cloud solutions. These new capabilities need to seamlessly connect to their clients’ Operations teams, and often also their clients’ counterparties. Taskize provides the answer, …
Finbourne deploys Taskize to resolve reconciliation issues
LONDON, May 10, 2021 – Finbourne deploys Taskize to resolve reconciliation issues. Finbourne integrates Taskize to deliver secure issue resolution to their clients. Enables Finbourne LUSID™ users to resolve portfolio reconciliation issues across parties. Enables efficient onboarding to Finbourne LUSID …
How financial operations departments can manage the juggernaut of regulatory change
Financial regulation continues to grow, building enormous pressure in operations departments. Nevertheless, by investing in technology and infrastructure, financial services firms are finding ways to cope. We examine the Taskize solution through the lens of a penalty dispute. Although it’s …
Effective controls – the key to successful outsourcing
Outsourcing post-trade operations is widespread and evolving in the securities industry. There are numerous clear benefits for buy-sides choosing to outsource, so long as control can be retained. Asset managers handle an array of post-trade processes on behalf of their …
24th Taskize Operations Forum – Asia
The 24th Taskize Operations Forum (TOF) was our inaugural forum dedicated to our Asian clients and included senior executives across the buy-side, sell-side and market infrastructures from the region. There was great energy in the (virtual) room and a higher than …
23rd Taskize Operations Forum – EMEA & Americas
Our 23rd Taskize Operations Forum (TOF) spanned both the EMEA and Americas regions to give a more global perspective of how our clients are using Taskize. Participating executives spoke about their experiences with Taskize as a strategic partner, addressing an …
Getting workflows out of the inbox
Email is omnipresent, but it was not created to be used as the foundation of business processes. It has limitations that compromise efficiency at best, or at worst, cause a breakdown in workflows with all the risk and cost that …
Easing the flows
Inter-company workflows during post-trade processing can be complicated and error-prone. However, Taskize ensures that operations run smoothly by automatically identifying the right person to contact in counterparty firms and enabling secure sharing of information and documentation, while keeping all parties …