Use Cases
Workflow, communications, data and post-trade processing: the four key financial services use cases solved for by the Taskize platform and solution set.
analytics
Discover how Taskize provides accurate data capture and aggregation of multiple sources, combining to deliver more informed decision making, greater oversight and transparency.
Collaboration
This use case covers everything that’s faster and more efficient for firms moving away from email to instead collaborate via Taskize and its industry integrations.
Post-trade Processing
Whether reducing the cost of failed settlements or improving counterparty relationships, the highly developed Taskize use case for post-trade processing enables firms to connect, resolve and scale.
Workflow
The Taskize workflow use case covers everything from increased count of tasks assigned correctly on first attempt through to intelligent work allocation and MIS reporting.
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.
Solutions
Taskize tackles real-world challenges in the financial sector with a suite of automated, scalable multi-party solutions: business, communication, interoperability, data and AI.
Sectors
The Taskize platform – and our five solutions – connect custodians to sub-custodians, buy- side to sell-side, brokers to FMIs… and all points in between.
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Taskize nominated for the FinTech Marketing Community Global Awards 2025
Euroclear EasyFocus+ – media coverage round-up
Meet the Taskize Team: Product
