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.

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TASKIZE SOLVES FOR SUB-CUSTODIANS IN THREE KEY WAYS

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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.

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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.

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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

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THE TASKIZE PLATFORM — BENEFITS FOR SUB-CUSTODIANS

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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