Control engagement with clients, counterparties and colleagues
overview
Email has proliferated across the business world bringing with it inefficiencies, risks and a lack of visibility.
With Taskize you can tame the spread of email in your operations, giving you everything you need to manage email efficiently and securely.
Firms using Taskize report a 90% reduction in operational emails, greater clarity and real-time management information
Challenges
Proliferation of emails across multiple distribution lists
Unmanageable allocation of work across teams
Service Levels cannot be tracked and are missed
Unsure of work progress across timezones
Is the Counterparty trusted?
Do I have the best person to help resolve the issue
Value of Taskize
Network
Access the entire Taskize network and instantly benefit from direct Taskize to Taskize interactions. All entities on the network are certified so you can be sure of your counterparties.
Be in control
With locked Bubbles and more flexible document recall, you always know the latest status. No need for the constant chasing loop which proliferates the email problem.
Compliance
Adhere to your bank’s most stringent security and audit requirements.
The right person, right now
Easily navigate unfamiliar organisations – no need to know designated email addresses.
Structure and consistency
Benefit from customisable, structured workflows, including penalty appeals.
Factsheets
Email integration
