Use cases — 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.
INCREASE CAPACITY
Streamline across locations and increase tasks assigned correctly on first attempt: just two ways that Taaskize improves processing efficiency and reduces cost.
REDUCE RISK
Standardisation of work reduces risk as Taskize allows you to measure threshold against capacity and performance, and calculate and categorise task complexity.
IMPROVE CLIENT SATISFACTION
‘Follow the sun’ task handshakes, improved throughput and all tasks completed with real-time updates of progress: all of which delivers control and transparency.
"Our partnership with Taskize is part of our ongoing commitment to address the demand in the industry to extend workflow cross firm and front to back."
Brad Levy, CEO, Symphony
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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.
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
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.
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.