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 …
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 …
Characteristics of a successful fintech
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 and Taskize discuss operational efficiency in 2020
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 …
Taskize a “Most Influential FinTech” for 3rd year
For the 3rd consecutive year Taskize is recognised as a “Most Influential Fintech”, as we also celebrate our third year of live operations. Taskize believes in doing one thing well, and our team is delighted that their work has been …