Frequently Asked Questions
Taskize Connect is a global operational task management platform that connects people across financial services organisations to resolve operational issues faster. It allows exception tickets to be raised in one firm and resolved in another. By turning exceptions into workflow items, users can track, prioritise and re-assign them across firms ensuring that nothing is missed.
By quickly routing work to the right people in the right role in the right firm, Taskize helps reduce issue resolution time, raise efficiency and improve client and employee satisfaction.
Taskize knows that its clients require a highly secure solution that guarantees the confidentiality and privacy of their data.
Your organisation’s information is always encrypted, in transit and at rest, using highly secure algorithms and keys. Taskize assesses its platform’s security through regular penetration tests and submits to an annual external SOC2 audit to ensure that its processes and controls keep your information safe.
If you are a sponsored member of Taskize, you are restricted to using Taskize for your sponsors’ business. However, you may be sponsored by multiple sponsors, so this can take you a long way for no charge. If your sponsors’ business permits, you can share workflows with other counterparties on your sponsors’ network.
Full members of Taskize may work with any anyone on the network (even sponsored members), and also sponsor their own clients.
If you are already live, you can find this information on the Knowledge Base here https://help.taskize.com/who-is-on-taskize/.
Taskize has signed clients ranging from Service Providers, Sell-Sides, Custodians, and Buy-Sides in over 50 countries, and we are continuing to grow. Please speak to our sales team to learn more.
Yes. Taskize can be integrated with your applications, and/or application from third parties.
Some examples of providers we have integrated with include EasyWay, DXM, and Symphony.
Taskize also has API capabilities. For more details please speak to a member of our sales team at firstname.lastname@example.org.
Yes, Single Sign-On is available for all Taskize clients. It can be set up during the onboarding phase, or after a client has gone live. We encourage Single Sign-On as both convenient and secure.
Joining Taskize is a simple process with no installation required. As Taskize is a secure URL-based SaaS platform, all that is required is whitelisting your public IP addresses and for your IT team to whitelist our proxy server.
Once signed, onboarding can take as little as 2-3 weeks. You will have a dedicated Customer Success representative assigned to your account to walk you through the onboarding processes, training, and to remain a point of contact for your organisation post go-live.
Training materials and regualr webinars are provided by Taskize as standard.
Live demo sessions and more detailed training can also be arranged.
Currently, the webinars and demos are available in English, but training materials can be provided in English or French.