Insights
Taskize at InvestOps Europe: Key insights for the future of investment ops
Read our key insights from InvestOps Europe 2024, written by our Relationship Manager, Abbie Pontin.
In this new episode of our ‘Clients Discuss…’ video series, five Taskize users discuss our platform from a user experience perspective.
In this new episode of our ‘Clients Discuss…’ video series, five Taskize users discuss our platform from a user experience perspective.
How has it transformed their workflows, enhanced communications, and how has it fostered a more human connection in a business context? Here’s what they had to say…
A “business-casual” communication experience
Diederik Geeraerts, Global Head of Client Service at Euroclear, describes the Taskize user experience as “business casual.” He explains that Taskize facilitates conversations that are set in a professional context but maintain a casual tone.
“It’s a seamless communication flow from the client-to-client services, ensuring mutual understanding of the type of query they’re trying to solve together,” says Diederik. This unique blend of professional and casual interactions makes Taskize an ideal tool for collaborative problem-solving.
A quick and convenient communication tool
For Joanna Burkiewicz, Client Services Lead at Euroclear, Taskize quickly became her favourite tool: “I’ve always been the person that would prefer texting to calling or sending long emails.”
With Taskize, communication is almost instant if the person is online. Even if they are not, the recipient can easily catch up by reviewing the conversation history. The built-in timestamping adds clarity, making it easier to track the flow of communication without the need for formalities.
Combining instant communication with business efficiency
Marcin Gałęziowski, Client Service Change Leader at Euroclear, emphasises how Taskize brings together the best of both worlds – instant messaging and business functionality:
“You can quickly solve problems without worrying about bureaucracy, formality, or signatures, while still having the business layer, the routings, and Smart Directory to manage your workload efficiently.” Taskize simplifies complex communication processes, ensuring that nothing gets lost in translation.
A user-friendly and intuitive platform
Having used Taskize for five years, Marcin Żurek-Kania, Income & Corporate Actions Service Manager at Euroclear, describes it as “intuitive, close proximity, and ease of usage.”
He appreciates the platform’s ability to make communication more informal than email while maintaining a professional tone: “The chat format usually makes people a bit more loosened up and open,” highlighting Taskize’s ability to foster more genuine and effective communication.
Building human connections in a digital world
Karolina Ryś, Customer Service Team Manager at Euroclear, ranks her experience with Taskize as “very positive.” She appreciates its user-friendly nature and how it offers a more human connection compared to traditional emails: “You can feel that there is a human on the other side.”
Overall, the insights shared by these Taskize users highlight a common theme: the platform is reshaping the way business communication is handled.
With its blend of professional efficiency and casual interaction, Taskize stands out as a modern solution that not only simplifies workflows but also enhances human connections.