For post-trade issue resolution that requires efficient collaboration between front and back office, operations staff using Taskize can seamlessly notify and collaborate with users on Symphony, giving parties the best of both systems.
Why integrate with Symphony?
Resolve issues faster
Quickly find and engage the right person in the right team, without having to revert to emails or phone or leave Symphony.
Reduce risk of human error
Users remain in the platform of their choice, removing risks around manually copying information from one system to another.
Get actionable insights
All interactions are recorded in Taskize Bubbles giving a complete audit trail. Service levels, performance activity and resolution times are also tracked.
“For Symphony, it’s important to create integrations to automate common tasks and processes that ultimately free up time and reduce risk.
“This partnership with Taskize is part of our ongoing commitment to address the demand in the industry to extend workflow cross-firm and front to back.”
Brad Levy, CEO of Symphony (pictured left)
“This integration enables users on both platforms to seamlessly collaborate to resolve urgent and unresolved issues.
“This will generate capacity and free up time for front- and back-office teams to refocus on other value-add tasks.”
Philip Slavin, CEO of Taskize
How does it work?
One of many example use cases might be when a portfolio reconciliation break requires transaction details to be confirmed.
- Back office/operations team member creates a Taskize Bubble and invites a Symphony user linked to a business unit.
- The integration automatically creates a Symphony Room where the Symphony user joins to respond to the issue.
- Both users remain in their preferred platform and messages are updated in real-time.
- Both parties communicate to resolve the query and both platforms automatically confirm when the issue has been resolved.