Resources
Browse our collection of white papers, reports and eBooks tackling industry issues —through our lenses of workflow, collaboration and optimised communications. You can also download of our latest factsheets and view our ever-expanding video library.
Our post-trade email analytics tool – new animated explainer video

As our latest animated explainer video shows, Taskize’s Mailbox Analyser measures email usage – and its inherent stress on budget, workflows and resources – in the post-trade issue resolution process.
Transforming client services with Taskize – new in-depth video

In an in-depth client interview recorded earlier this year, Diederik Geeraerts, Taskize’s incoming CEO – and current Global Head of Client Service at Euroclear – shares his experience with the Taskize platform.
Automated Query Resolution provides instant responses to post-trade queries – New animated explainer video

As our latest animated explainer videos shows, Taskize’s Automated Query Resolution eliminates up to 80% of daily trade status queries and reduces average response times between custodian banks, sub-custodians and buy-sides from around 9 hours to 9 seconds.
Clients discuss... how the Taskize platform increases customer satisfaction

In this latest episode of our ‘Clients Discuss…’ video series, five Taskize users explain how our platform has transformed their client service experience. Here’s a summary of their observations...
Clients discuss... MI reporting with the Taskize platform

In this new episode of our ‘Clients discuss...’ video series, we asked two Taskize users to share their experiences of our platform’s built-in Management Information (MI) reporting features.
Clients discuss... The Taskize user experience

In this new episode of our ‘Clients Discuss…’ video series, five Taskize users discuss our platform from a user experience perspective.
New live demo – Driving operational efficiency with Taskize's MI Reporting

In our latest demo video – recorded live on stage with an audience of senior banking professionals – Taskize’s Head of Product showcases MI reporting capabilities, and how analytics and insights enable firms to better understand their post-trade operations and performance.
New live demo – Symphony’s two-way integration with Taskize

Watch our new demo of Symphony’s two-way integration with the Taskize platform. In this live session, our Head of Product, Kishan Bharwad and Symphony’s Operations Workflows Director, Elena Parigi Adragna walk us through step by step.
Clients discuss... Intelligent query routing using Taskize’s Smart Directory

In the latest instalment of our ‘Clients Discuss…’ series, we had the pleasure of speaking with four Taskize users about our platform’s Smart Directory feature – the underlying algorithm we use to route queries to the most relevant person at a counterparty organisation.
A new guided tour of the Taskize platform

For anyone new or returning to the Taskize platform, here is a quick refresher – in the form of a hands-on, guided tour by our Head of Product, Kishan Bharwad. This demo was recorded live on stage at Taskize Forum 2024 in London -- watch it here, on our YouTube channel, or keep readin …