Sponsored
- Great service from your sponsors!
- Works with Euroclear, INDEVAL, LCH and other leading institutions
- CSDR penalty appeal workflow
- Single Sign-On for convenience
- Sponsor’s process
- Self-service support
Basic
- Raise a bubble with any counterparty on the network
- Any business process
- Works with DTCC Exception Manager
- Reporting dashboard
- Private side-notes
- Online support
- …and everything in Sponsored
Business
- Service your clients on Taskize
- Detailed performance reporting
- Synchronise users from Active Directory
- API access
- Connect 3rd party technology (incl. Symphony, Duco)
- Sponsor select counterparties
- Phone support
- …and everything in Basic
Enterprise
- Large enterprise ready, outsourcer support
- Service the clients-of-your-clients (Outsourced)
- Integration with bespoke technologies and solutions
- Real-time compliance integration
- Relationship/project manager
- Custom support
- …and everything in Professional
Taskize Value and Benefits
| Sponsored | Basic | Business | Professional | Enterprise | |
| Be sure of your counterparties | |||||
| Real-time issue status | |||||
| Get the right person, in the right role, right now | |||||
| Access to a full audit trail | |||||
| Resolve issues with your sponsor | |||||
| Manage workflow with your colleagues and sponsor | |||||
| Simple reporting dashboard | |||||
| Manage workflow with your counterparts | |||||
| Prioritise work across teams | |||||
| Detailed reporting and dashboards to give real-time visibility of workloads | |||||
| Take control of email and get telemetry on issues | |||||
| Use templates for repeatable bubble creation | |||||
| Use across multiple divisions | |||||
| In depth historical reporting tools | |||||
| Control workflow across your entire enterprise | |||||
| Dynamically prioritise work | |||||
| Outsource your clients workflow | |||||
| Use custom workflow with your network |