Use cases —
Post-trade Processing
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.
INCREASE CAPACITY
Taskize reduces the cost of failed settlements and reduces the need to add headcount when tackling high volumes of post-trade comms.
REDUCE RISK
Manual errors are significantly reduced and, in many cases, become impossible to occur. Compliance and regulatory alignment is improved.
IMPROVE CLIENT SATISFACTION
The amount of client-reported issues is reduced, SSIs are processed faster, and post-resolution satisfaction scores increase.
"In post-trade, I think Taskize has found a way to streamline the way we manage query resolution in a more efficient manner than using email, phone calls and the like."
Philippe Laurensy, CEO Asia Pacific, Euroclear
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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.
International Swaps and Derivatives Association
Taskize celebrates wins at the FinTech Marketing Community Global Awards 2025
Taskize named a finalist in the Top 1% Workplace Awards 2025
Meet the Taskize Team: Engineering
Analytics
Discover how Taskize provides accurate data capture and aggregation of multiple sources, combining to deliver more informed decision making, greater oversight and transparency.
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.
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.