Secure email workflow for financial services
Everything you need to manage email efficiently in financial operations.
Trusted by over 250 financial institutions in 50 countries.
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
- 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
- Oversee all incoming and outgoing work
- Prioritise based on client or deadline
- Escalate as situations arise
- Manage work and resources
- Ensure requests are not overlooked
- Assess performance against service levels
- Have the facts needed for meaningful relationship reviews
- Monitor staff performance