Register to join us on 17 April in New York and 25 April in London – with guest speakers and panellists from BNY Mellon, Meritsoft, Symphony and more…

We’re pleased to announce the speakers, agenda and venues for Taskize Forum 2024.  On 17 April in New York and 25 April in London, Taskize Forum 2024 promises to be a must-attend conference and networking event – entirely focussed on the modernisation of post-trade operations, processes and workflows. 

📍 In New York on 17 April, join us at Well& by Durst at One World Trade, 285 Fulton Street, New York, NY 10007

📍 In London on 25 April, join us at Level 39 at One Canada Square, Canary Wharf, London E14 5AB

Each event has the same three sessions – download the agenda and speaker biographies, and read on for more…

🕒 2.00pm – Session 1 – ‘The Banks’ Perspective’  

Following a welcome address, this fireside chat tackles structural, operational, and regulatory challenges in the middle- and back-office and pinpoints the differences fintechs can deliver.   

In New York, Taskize’s James Pike speaks with Adam Watson (Global Head of Commercial Product for Custody, BNY Mellon) and and James Kearney (Consultant, MBO Partners and formerly Vanguard‘s Head of Global Investment Ops). 

In London, James is joined by Nitesh Pai (Director of Custody Product Development & Connected Data, BNY Mellon) and Sean Kennedy (Associate Director, Alpha FMC and former Global Head of Operational Governance at Vanguard).

🕒 3.00pm – Session 2 – ‘Interoperability in Action’ 

This panel session with Taskize partners demonstrates the value multi-platform integrations deliver in securities settlements, corporate actions and collateral management. As well as how to measure their impact on regulatory risk, team capacity and client service.   

We’ll be joined by partners from across the Taskize ecosystem: Cognizant Meritsoft (Daniel Carpenter, CEO), Symphony (Elena Parigi Adragna, Operations Workflows Director and Rob Friend, Product Director) and Xceptor (John Bevil, Capital Markets Product Director and John Joseph, Head of Sales Engineering).  

🕒 4.00pm – Session 3 – ‘Live Demos and New Integrations’  

Head of Product, Kishan Bharwad presents a live demo of the Taskize platform to bring to life everything discussed today. We’ll take an exception to resolution within a partner platform, spotlighting a new integration with Cognizant Meritsoft.   

We’ll then walk through counterparty communication from Taskize via email, Microsoft Teams and – unveiling a second new integration – two-way communication with Symphony.   

🕒 5.00pm – Drinks reception 


Online registration for Taskize Forum 2024 in New York and London has now closed.  Please contact us if you require further details about either event!