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How does it work?

One use case is where one bank’s operations team needs to contact another’s to resolve a query or exception:

• Bank A is based on Symphony. Bank B is based on Taskize. Within Symphony, Bank A uses the connector to create a Taskize Bubble, including query information as structured data.
• The query is then routed to Bank B through a powerful interoperability between Symphony’s Ops Directory and Taskize’s Smart Directory.
• As soon as Bank B receives the query, the Taskize Smart Directory automatically routes it to the most appropriate user based on their responsibilities and experience, as well as their current workload and availability.
• Both banks can now resolve the query in real-time while remaining in their existing platform.
• Attributes and issue status are dynamic so, as something changes in the Taskize Bubble, it is instantly reflected in the Symphony chat room.
• Both banks communicate to resolve the query and both platforms automatically confirm when the issue has been resolved.