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
Taskize home page diagram updated for solutions

3 DISTINCT BENEFITS

Business Solutions

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.

Interoperability Solutions

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.

Client service

IMPROVE CLIENT SATISFACTION

Taskize is proven to increase client satisfaction levels to 97% compared to just 57% for query resolution via email.

3 UNIQUE FEATURES

bubbles_view_bubble-768x391
Taskize Flag RGB (1)

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. 

Screenshot 2025-06-25 at 15.58.32
Taskize Flag RGB (1)

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.

bubbles_view_blotter-768x390
Taskize Flag RGB (1)

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. 

600 CLIENTS WORLDWIDE

3 MULTI-PURPOSE CONNECTORS

4 INDUSTRY-LEADING INTEGRATIONS

REQUEST a demo

See Taskize for yourself — speak to one of our experts today.

Taskize is a Euroclear company

Euroclear is a global provider of Financial Market Infrastructure (FMI) services, helping its clients settle domestic and cross-border securities transactions and safekeep their investments.

Euroclear-logo-RED (1)

Latest news and insights

Meet the Taskize Team: Product Management

Meet the Taskize Team: Product Management

Jun 27, 2025 4:48:59 PM 1 min read
Euroclear teams with Meritsoft and Taskize to launch next generation AI service

Euroclear teams with Meritsoft and Taskize to launch next generation AI service

Jun 16, 2025 10:00:00 AM 2 min read
Taskize strengthens leadership team with new CFO

Taskize strengthens leadership team with new CFO

Jun 5, 2025 12:00:00 AM 1 min read
Behind the scenes at Taskize: The people who power our platform

Behind the scenes at Taskize: The people who power our platform

May 8, 2025 12:00:00 AM 1 min read