Use cases — Analytics
Discover how Taskize provides accurate data capture and aggregation of multiple sources, combining to deliver more informed decision making, greater oversight and transparency.
INCREASE CAPACITY
Streamlined and consolidated data sources – with all relevant attributes automatically captured – reduces time and resource required for both data entry and data management.
REDUCE RISK
Error-free, automated attribute population – and access to more relevant and related data sources at the point of initiation result in greater oversight and transparency.
IMPROVE CLIENT SATISFACTION
Reduce the number of touchpoints required for resolution and – at the same time – increase the number of data feeds available via a single Taskize Bubble workspace.
"The MI reporting of Taskize is very strong, robust, and versatile. You can very quickly filter on the specific parameters you need, such as response time by client."
Marcin Gałęziowski, Client Service Change Leader, Euroclear
.png?width=401&height=317&name=Taskize%20Flag%20RGB%20(1).png)
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.
Behind the brand – An interview with the Taskize marketing team
International Securities Services Association welcomes Taskize as newest member
International Swaps and Derivatives Association
Taskize celebrates wins at the FinTech Marketing Community Global Awards 2025
Collaboration
This use case covers everything that’s faster and more efficient for firms moving away from email to instead collaborate via Taskize and its industry integrations.
Post-trade
Whether reducing the cost of failed settlements or improving counterparty relationships, the highly developed Taskize use case for post-trade processing enables firms to connect, resolve and scale.
Workflow
The Taskize workflow use case covers everything from increased count of tasks assigned correctly on first attempt through to intelligent work allocation and MIS reporting.