Sectors — Sub-Custodians
With custodians already working with tens of thousands of clients across different regions, the sub-custodian model only increases the email and comms burden for operations teams.
The Taskize platform alleviates this and is used by sub-custodians across all asset servicing groups – settlements, tax, corporate actions, onboarding, fixed income and more – for the fastest, most efficient query resolution possible.
The comms challenge
When working as a primary custodian in one territory and, concurrently, as sub-custodian in another, the need is heightened to centralise queries from all channels. Having everything on one screen is the power of Taskize, allowing you to route queries to the right person at the right firm – automatically making sure they have the right level of experience and are working in the right time zone.
The risk challenge
There’s already operational, business and regulatory risk when handling massive volumes of email and comms traffic between buy-side firms and custodian banks. This is heightened when the sub-custodian model comes into play which includes, by its very nature, varied time zones and varied regulatory regimes across countries and regions.
The integration challenge
The single world view for query resolution provided by the Taskize platform is the exact opposite of the ‘comms spaghetti’ of sub-custodian networks. The evolution of such networks has seen complex combinations of bought and built platforms, modern and legacy tech, and on-premise and cloud-based software. Taskize solves this with our platform, its core feature set and our selection of solutions.
"By leveraging Taskize’s email management, flexible API integration and traceability on queries with fully auditable workflow, our custody clients will be able to gain greater insight into the status of their queries."
Jeffrey King, Managing Director and Global Head of Custody Product Development, Citi
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 communications bridge between Buy-Side firms and the asset management community and their Sell-Side counterparts – delivering faster and more efficient expectation handling and 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.
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.