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, …
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 …
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 …
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 …
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 …
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 …
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 …
It has now been informally, but credibly, pre-announced that the CSDR Settlement Discipline Regime will come into force in February 2022, a postponement of 12 months. This follows heavy lobbying by many market participants either directly or through industry bodies. …
Taskize’s co-founders John O’Hara (CEO) and Phil Slavin (COO) recently sat down to discuss what makes a fintech successful in Financial Services at the latest virtual Network Forum conference. In this video, our co-founders explore this question from the viewpoint …
Vanguard’s Head of Operations James Kearney and Taskize’s CEO John O’Hara recently sat down for a virtual fireside chat to discuss Operational Efficiency in 2020. The discussion focused on control enhancement and risk management in operations – looking at how …
