Use cases — 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.
INCREASE CAPACITY
Efficient point-to-point collaboration increases the volume of issues resolved without escalation. ‘Swivel chair’ time bouncing between platforms is decreased.
REDUCE RISK
Audit trails are generated with complete communication records; regulatory compliance is improved – including CSDR penalty reduction and root cause identification.
IMPROVE CLIENT SATISFACTION
Correctly routed, real-time collaboration reduces response time to initial queries and reduces noise and wasted time, all of which increases client satisfaction scores.
"Taskize is central to the way many Euroclear teams already communicate and collaborate, both internally and externally with middle and back-office teams."
Mike Reece, Head of Collateral Management Services, Euroclear Bank
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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.
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Analytics
Discover how Taskize provides accurate data capture and aggregation of multiple sources, combining to deliver more informed decision making, greater oversight and transparency.
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.