Sectors — Buy-Side
Working with a set of custodians means working with a set of custodian portals and a set of different technologies. In practice, this could be up to ten different screens on one monitor, each one different and with its own set of processes and logins.
All this becomes a thing of the past when a Buy-Side firm switches to Taskize: our platform consolidates all queries and comms into one clear dashboard. And our workflow and comms solutions bring additional time, risk and analytics benefits.
Automations
The automation that the Taskize platform brings to daily operations workflows within the Buy-Side community results in clear time and resource savings. Simply being able to raise a Taskize Bubble asking, “What is the status of my trade?” and receiving an instant and automatic response reduces resolution times for firms by up to 70%. Read about Automatic Query Resolution to find out more.
MI Reporting
Taskize’s MI Reporting functionality is essential for Buy-Side firms to get accurate insights on service levels - both internally and with clients. The Buy-Side community might not traditionally have such detailed analytics at its disposal – perhaps due to disparate processes and systems – so this puts Taskize users on a level playing field with their client-side counterparts.
Risk mitigation
The basic problem of not knowing how to resolve a query – and with whom – creates a high level of business, operational and regulatory risk within a Buy-Side firm. Using Taskize, all internal and external communications – and communications channels – become centralised. Coupling this with our Smart Directory functionality results in demonstrable, quantifiable risk reduction.
"Email doesn’t cut it anymore and poses major risks… We need to think about workflow and collaboration tools that provide real-time communication and information sharing to address these issues."
Laura Jacques, VP of Trade Operations, Fidelity Investments
INCREASE CAPACITY
Firms report an average resolution time for post-trade queries of just 1 day when using Taskize – compared to 3.5 days when using email.
REDUCE RISK
100% of users at a Tier One bank say they have better alerting, transparency and audit trails since switching from email to Taskize.
IMPROVE CLIENT SATISFACTION
Taskize is proven to increase client satisfaction levels to 97% compared to just 57% for query resolution via email.
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Sell-side
The Sell-Side community is drowning under the weight of emails. Taskize dramatically
reduces the volume of communication required but also delivers auditable workflows and fast routing.
custodians
Taskize integrates with front-office, legacy and in-house built systems, complementing rather than replacing existing collaboration tools, to build the fastest query handling possible.
Sub-custodians
Sub-custodians need fast, detailed and auditable insight into their queries – which is exactly what the Taskize platform delivers and exactly where email and phone falls down.