the taskize platform
Quick and easy to deploy, our interoperable, web-native collaboration platform is used by all investment operations teams including securities settlements, corporate actions and collateral management to:
- Increase operational capacity
- Reduce regulatory risk
- Improve client satisfaction
INCREASE CAPACITY
Firms report an average resolution time for post-trade queries of just 1 day when using Taskize – compared to 3.5 days when using email.
REDUCE RISK
100% of users at a Tier One bank say they have better alerting, transparency and audit trails since switching from email to Taskize.
IMPROVE CLIENT SATISFACTION
Taskize is proven to increase client satisfaction levels to 97% compared to just 57% for query resolution via email.
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Taskize Bubbles
Secure, micro-workspaces for communication and workflow that are easily passed between counter-parties globally. Reduces resolution time by 70% compared to email.
Smart Directory
Route queries quickly and easily across clients, colleagues and counterparties. Our learning algorithm continually improves routing based on the resolution of every query processed.
Bubble Blotter
A live view of all open issues for quick and efficient prioritisation and workload management. Delegate, substitute and escalate quickly - with a full audit trail constantly updated in the background.
Email connector
Taskize integrates seamlessly with all major email clients. You can use Taskize – and benefit from all of its features and benefits – even when communicating with counterparties who need to communicate by email.
Microsoft Teams
Allow staff to remain in the platform of their choice with the Taskize and Microsoft Teams connector. Allows Taskize users to have closer proximity to their colleagues, without any loss of workflow or control.
Symphony
For efficient collaboration, cross-company and internally, Taskize users can notify and collaborate with users on Symphony's collaboration platform — seamlessly and in real time — and vice versa.
euroclear easyway
Collaborate with Euroclear quickly and securely.
When an exception or break is flagged in EasyWay, all you need to do is click its built-in Taskize button to get it resolved.
finbourne lusid
FINBOURNE and Taskize have joined forces to help operations teams in capital markets organisations manage breaks, reconciliations, and exceptions faster and with increased accuracy.
Meritsoft TTEM
Market participants can benefit from a powerful integration with Meritsoft’s Trade Tracking and Exception Manager (TTEM) enabling you to resolve exceptions more quickly and efficiently.
xceptor
Resolve exceptions faster and more efficiently at the click of a button.
Clients can enhance their customer’s experience by connecting seamlessly to Taskize.
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Meet the Taskize Team: Product Management
Euroclear teams with Meritsoft and Taskize to launch next generation AI service
Taskize strengthens leadership team with new CFO