Secure email workflow for financial services
Everything you need to manage email efficiently in financial operations.
Trusted by over 300 financial firms, including top-10 wealth managers.
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Could you manage email better?
Drowning in email for business processes
Requests overlooked, service levels missed
Unsure of work progress across issues
How Taskize can help you
Easily assign, prioritise and track email
Reduce the noise, focus on resolution
Oversee activity and deliver on service levels
Email workflow made simple
Simplified interactions
- Consolidate email volume into structured bubbles
- Assemble organisations, teams, and information to get the work done
- Know who is responsible for the next action
- Collaborate with colleagues and counterparts, with data segregation and auditing
Organised workflow
- Oversee all incoming and outgoing work
- Prioritise based on client or deadline
- Escalate as situations arise
- Manage work and resources
Management oversights
- Ensure requests are not overlooked
- Assess performance against service levels
- Have the facts needed for meaningful relationship reviews
- Monitor staff performance
Benefits beyond email
Experience the full power of intercompany workflowWatch Demo
Taskize Network
Access the entire Taskize network and instantly benefit from direct Taskize to Taskize interactions.
Smart Directory
Easily navigate unfamiliar organisations - no need to know designated emails.
Enhanced control
Improve control with locked bubbles and more flexible document recall.
Banking Secure
Comply with your bank's most stringent security requirements.