Solutions — 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.
Clarity
‘One question, one answer, one single source of truth’ — no matter where the client is located and no matter which platform they are using, our interoperability solutions ensure issues are swiftly resolved, mitigating the risk of trades failing and reducing penalties.
Consolidation
Our solutions are real-time and collaborative both internally and externally across multiple platforms — both front-office and back office. Any changes made in one system are automatically reflected in the other, delivering tangible time and cost savings.
Compliance
Fragmented system networks require manual data entry. Data points, input and notification mechanisms can often be out of synch. All this generates a high level of business risk and propensity for financial errors. All removed by Taskize’s interoperability solutions.
"Leveraging Taskize’s email management, flexible API integration and traceability, clients gain greater insight into the status of their queries."
Jeffrey King, Global Head of Custody Product Development, Citi
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.
Meet the Taskize Team: Project Management
Taskize nominated for the FinTech Marketing Community Global Awards 2025
Euroclear EasyFocus+ – media coverage round-up
Meet the Taskize Team: Product
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.
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.