Sectors — Custodians
With teams of client service managers in their hundreds, managing clients in their tens of thousands, the weight of communications traffic for a custodian bank is incredible. More incredible still is that this traffic comes in a form that is difficult to track, manage and audit: email.
Taskize replaces email and consolidates, streamlines and automates the immense amount of custodian comms around query resolution and exception management.
Flexibility
The Taskize platform has been developed to recognise the fact that a custodian’s clients will always be spread across different geographies, different operating models and across different service levels. With our Smart Directory and workflow functionality, the ability to handle such variety becomes an operational advantage, as opposed to a financial drain.
Singularity
All comms, all queries, all in one place. With Taskize, operations teams can spot and flag areas of risk, by identifying which clients or query types need priority or early intervention, understanding resource constraints or bottlenecks – be it in settlements, tax or other internal teams – and providing instant updates and, as a result, increased satisfaction.
Interoperability
Custodian banks deploying Taskize not only gain the specific benefits of our platform – evidenced by decreased solution times and increased client satisfaction – but they also remain able to get the best out of their existing systems and resources. That's thanks to Taskize's highly interoperable nature and our ever-evolving series of connectors and integrations.
"We’ve partnered with Taskize to deliver streamlined, interoperable enquiry management solutions that meet the evolving needs of our clients."
Suren Sankar, Head of Global Custody Product, State Street
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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Buy-side
Taskize is the comms bridge between Buy-side firms and the asset management community over to their Sell-side counterparts – delivering faster, more efficient query resolution.
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.
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.