Solutions — 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.
Mailbox Analyser
Measure email usage – and its inherent stress on budget, workflows and resources – in the post-trade issue resolution process. Seamlessly connect to and securely monitor email traffic to gain analytics on SLAs, resolution times, and client service performance. Take a video tour below.
Automated query resolution
Reduce both time spent on repetitive manual queries, and the risk of manual data errors. In tests, Automated Query Resolution eliminates 80% of daily trade status queries and reduces response times from 9 hours to 9 seconds. Take a video tour below.
MI Reporting
Track essential metrics such as query volume, response time and resolution time. Go one stage further with issue cause metrics and root cause analysis. All of Taskize's MI reporting can be either stand-alone or API-based, to allow for easy integration into your existing dashboards.
"Taskize’s analytics tools provide new datapoints on activity and service levels, staff resourcing and performance."
Global Custodian magazine
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.
Behind the brand – An interview with the Taskize marketing team
International Securities Services Association welcomes Taskize as newest member
International Swaps and Derivatives Association
Taskize celebrates wins at the FinTech Marketing Community Global Awards 2025
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.
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. That's compared to just 10% when using email, chat and other legacy communications platforms.
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.