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 …
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 …
16th Taskize Operation Forum
October 2019 Taskize recently hosted our largest Taskize Operations Forum (TOF) in London, with senior executives across both the buy side, sell side and market infrastructures. As with all TOFs, discussions between the attendees were dynamic with people interested to …
CSDR – Surviving the big squeeze
One after another, processing windows are shrinking, requiring both buy- and sell-side firms to invest in new solutions and workflows which must be flexible enough to handle both further regulatory tightening and the ever-increasing diversity and dynamism of the financial …
Taskize co-founder interviewed by Fintech Influencers
Following Taskize’s inclusion in the Most Influential Fintechs of 2019, Philip Slavin, COO and co-founder, is interviewed by Toby Babb from Harrington Starr. Click here to see extracts from the interview including: The creation of the problem solving network for …
How Taskize Can Help in Corporate Actions
When a corporate action event triggers a voting option, what’s the best way to find out your choices? Today, emails and phone calls fly back-and-forth between you and your custodian looking for the right person with the latest information so …
Empower your business; don’t surrender it
Recent technology innovation has given us multiple new ways to share ideas, collaborate, and access services. In this open source and hyper-connected world, increasingly complex tasks are being carried out more easily, quickly, cheaply, efficiently, accurately and safely. For almost …
You don’t settle for second-best at home so why accept it at work?
Email has changed little since its first use by US universities in the early 1970s; today’s text messages are similarly recognisable to fast adopters from the early 1990s, thanks to their facility for ubiquity and versatility. But a strength can …
15th Taskize Operations Forum, 2nd May 2019
On Thursday 2nd May, we hosted our 15th Taskize Operations Forum (TOF) in Clothworkers’ Hall in London. This was our largest TOF with strong attendance from both the buy side and sell side. Our CEO, John O’Hara, kicked off the …
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