SIFMA Ops 2025 – Taskize’s key takeaways

Taskize recently attended SIFMA Ops 2025 in Orlando, where the financial operations community came together to explore the evolving landscape of post-trade processes, regulatory shifts, and operational innovation. 

Representing Taskize were Rohan Murphy, Business Development Manager for North America alongside Alfred Escobedo, Business Development Manager for Latin America. 

We shared the latest updates on our platform and gathered insights from industry leaders — here are five key themes that emerged from this year’s discussions:

1. T+1 in the UK and EU: Start preparing now

With the UK and EU setting an October 2027 deadline for transitioning to T+1 settlement, the conversation is shifting across the Atlantic. While this mirrors the recent U.S. shift, the European transition presents more complexity due to the number of CCPs, exchanges and CSDs in the EU. 

The message was clear: don’t wait. The industry learned valuable lessons from the U.S. transition — automation and early preparation are essential to minimise disruption and drive operational efficiency.

2. Regulation: A more measured approach

The regulatory environment is beginning to stabilise after years of rapid change. With agencies responding to recent Executive Orders, the focus has shifted to right-sizing regulations — maintaining investor protection and market integrity while creating room for innovation and growth. 

This approach recognises that thoughtful, effective regulation is not about deregulation, but about finding balance. 

3. Technology: Balancing innovation and efficiency

As market dynamics evolve — from record trading volumes to the shift to T+1 — technology investments are under greater scrutiny. Firms are not just updating systems but also streamlining operations wherever possible. 

The message was clear: technology should drive efficiency and value. The T+1 transition, for example, is being leveraged as a catalyst for broader tech modernisation and process improvements. 

4. Data: The foundation of innovation

Data continues to be the cornerstone of effective technology deployment and operational improvement. Clean, well-structured data allows firms to evaluate opportunities, improve decision-making, and enhance existing processes. 

Successful firms are those that look at their data holistically, ensuring that both legacy and modern systems are built on a solid data foundation. 

5. Digital assets: From hype to utility

Digital assets are maturing from a niche interest to a practical tool within financial operations. With a clearer regulatory roadmap emerging, firms are identifying tangible use cases and demonstrating real-world benefits.  

What was once a “hammer in search of a nail” now has purpose. Firms are blending digital and traditional assets, showcasing immediate cost savings and operational benefits to drive adoption.