Sectors — Sell-Side

The Taskize platform is used by investment banks, broker-dealers and the Sell-Side community in general to deliver on service levels for institutional investors, specifically around query resolution times, client satisfaction and regulatory compliance. 

It’s also at the heart of the sell-side community's maintenance of cost-to-income ratio and competitive drives around specialisation by client type, region and specific markets.

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TASKIZE SOLVES FOR THE SELL-SIDE IN THREE KEY WAYS

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The current state

Sell-Side comms with Buy-Side firms can be chaotic using email.  Multiple email groups and departmental redirects create noise which, rather than keeping everyone informed, becomes a distraction.  This is multiplied with the use of personal comms for business.  All of which creates a query resolution ecosystem that – without Taskize – is a cost to business rather than a benefit. 

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The alternative state

With communications carried out through the Taskize platform – and/or one of our connectors with other existing comms systems – exception management and query resolution stops being about time, cost and resource impact.  Instead, it becomes all about clear audit trails, root cause analysis and establishing a trusted business intelligence dashboard for maintaining SLAs.   

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The future state

The comms consolidation and clarity afforded by Taskize -- and the automation delivered by our solutions set - leads to enhanced MI reporting and oversight.  And that itself leads to competitive differentiation for Sell-Side firms who become able to identify and tackle business challenges – and identify and capitalise on opportunities – in their counterparty, broker and client interactions. 

"Taskize has changed our communication way. Instead of spending our time on phone calls or waiting for email replies, solutions come to us quickly and everybody wins. Taskize is the example of what a collaborative platform should be."

Head of Asset Services, Deutsche Bank SAE

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THE TASKIZE PLATFORM — SELL-SIDE BENEFITS

Business Solutions

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.

Interoperability Solutions

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.

Client service

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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