Solutions — Communication
Quick and easy to deploy, users of Taskize’s robust, multi-faceted communications platform enjoy same-day resolution of 80% of their post-trade queries, compared to just 10% when using email and other legacy comms platforms.
Costs: driven down
The Taskize platform automatically routes queries quickly and easily, pinpointing clients, colleagues and counterparties, through our Smart Directory. Its learning algorithm continually improves routing based on the resolution of every query processed.
risk: now contained
Highly secure, SOC2-compliant with strict confidentiality and privacy controls, communicating via Taskize gives you a full audit trail, improving transparency and reducing misdirects. A live, interactive 'Blotter' of open issues allows quick, efficient prioritisation, with the ability to delegate, substitute and escalate.
client satisfaction: up
Clients report a 170% increase in client satisfaction compared to email when communicating via Taskize using its secure, micro-workspaces designed specifically for counterparties to collaborate to resolve issues.
"Clients report a 170% increase in client satisfaction compared to email when communicating via Taskize"
Client satisfaction survey, Euroclear
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.
World Mental Health Day 2025: Q&A with Taskize’s Head of Talent
Meet the Taskize Team: Project Management
Taskize nominated for the FinTech Marketing Community Global Awards 2025
Euroclear EasyFocus+ – media coverage round-up
Ai
Taskize uses artificial intelligence to accelerate and automate solutions to specific communications challenges, bringing the benefits of AI and large language models (LLMs) to all three aspects – people, process and technology – of operations lifecycles.
Business
Taskize’s business solutions solve real-world challenges in the financial sector with automated, scalable multi-party solutions. Technological innovation and industry expertise combine not only to deliver digital transformation but also cost and client experience transformation.
Data
Taskize data solutions give you ownership, oversight and control of post-trade operations and communications data. Unravel the complexities and inefficiencies in a fragmented market and lifecycle flow to ultimately increase productivity through data insights.
Interoperability
Interoperability is at the core of the Taskize platform, delivering seamless integrations, allowing clients to capitalise on their tech investments, streamline operational processes and address the manual errors that arise when working across multiple platforms.