Watch the live demo of Taskize's integration with Meritsoft and read about its benefits
" image: https://www.taskize.com/hubfs/Imported_Blog_Media/demo-image-Jun-05-2025-02-24-43-2196-PM.jpg --- [Product Videos](https://www.taskize.com/resources/tag/product-videos) # New live demo video – Meritsoft's TTEM integration with Taskize [](https://www.taskize.com/resources/author/narcisa-lupu) by [Narcisa Lupu](https://www.taskize.com/resources/author/narcisa-lupu) 2 min read Aug 5, 2024 12:00:00 AM All Categories [All Categories](https://www.taskize.com/resources)[Client Videos](https://www.taskize.com/resources/tag/client-videos)[Product Videos](https://www.taskize.com/resources/tag/product-videos)[Whitepapers](https://www.taskize.com/resources/tag/whitepapers)[Webinar Videos](https://www.taskize.com/resources/tag/webinar-videos)[Fact sheets](https://www.taskize.com/resources/tag/fact-sheets) As we announced back in May, Taskize has integrated its collaboration and workflow functionality into Meritsoft’s cross-asset Trade Tracking and Exception Manager, otherwise known as TTEM. Watch the integration live demo above or keep reading to find out more about its benefits. **Seamless trade lifecycle management with TTEM** [Meritsoft’s TTEM](https://www.meritsoft.com/solution/trade-tracking-and-exception-management-for-t1/) tracks the entire trade lifecycle to provide near real-time trade matching and settlement status updates, enabling users to identify at-risk trades and take necessary action internally or externally to ensure timely matching. With [this integration](https://www.taskize.com/taskize-and-meritsoft-partner-to-further-enhance-settlement-efficiency/) – as demonstrated live at Taskize Forum 2024 in London – operations teams will be able to rapidly address issues that might otherwise lead to failing trades. **Live demonstration highlights** During the live demo at the Taskize Forum, attendees witnessed firsthand how the integration empowers operations teams to tackle trade-related issues rapidly. Here's a breakdown of the process: 1. **Initiating queries**: Users can initiate a trade settlement query within the TTEM Trade Window. This action simultaneously creates a secure workspace, known as a Bubble, in the Taskize platform. 2. **Smart Directory connectivity**: Taskize’s Smart Directory feature connects TTEM users to the most suitable individual for resolving the query at the counterparty. This seamless connection allows for efficient communication and resolution without leaving the system. 3. **AI-enabled automation**: Leveraging TTEM's AI capabilities, the integration supports the automated creation of Taskize Bubbles. The AI, using historical trade data and current lifecycle statuses, can initiate queries based on pre-defined rules, further enhancing platform efficiency. As** Daniel Carpenter, CEO of Meritsoft, a Cognizant business **explains: “The process of manually identifying and intervening to prevent or resolve a failed trade takes significant operational resources and all too often relies on a web of email and phone communication. In the context of T+1 and growing pressure to resolve settlement issues quickly, the integration of Taskize into our trade tracking and exception management system is a significant step in helping market participants to streamline their settlement processes.” And **James Pike, CRO of Taskize**'s perspective: “Financial markets are becoming more complex and interconnected; as trading volumes increase, new regulations are implemented, and new markets rise to the fore. In this context, interoperability of post-trade systems is essential. Our integration with Meritsoft is a testament to our commitment to connecting front and back-office teams, enabling the smarter allocation of work to speed up time consuming manual exception resolution tasks and, as a result, navigate the increasingly complex market environment.” In short, the integration of Taskize with Meritsoft's TTEM marks a pivotal advancement for financial operations, providing a robust solution for trade settlement and exception management. By harnessing the combined power of real-time tracking, smart connectivity, and AI-driven automation, this collaboration is set to redefine efficiency standards in trade lifecycle management. 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