Taskize Q4 2018 Newsletter

Harry Scola Newsletter

Welcome to the Taskize Q4 2018 Newsletter!

2 year anniversary

A special Thank You.

It’s been a wonderful two years here at Taskize. Our network has grown to over 150 counterparties, covering 25 different business functions, in over 40 different countries!

But for us, the journey has always been about you. Thank you for being part of Taskize and for choosing us to lead the future of operations in financial services. Hearing your thoughts and ideas has been nothing short of amazing and has inspired us to deliver new capabilities and evolve our service.

Your feedback inspired us to introduce:

  • Teams

    Giving you the ability to intelligently route work across your organisation

  • Side Notes

    Allowing you to exchange private notes with colleagues in a Bubble

  • ‘My Bubbles’ & ‘My Archive’

    Providing a powerful and personalised way of managing your work

  • Data Loss Prevention

    The ability to provide a ‘4-eye check’ attachment process

We have loved making stops around the world. From hosting forums in London and New York, to attending conferences in Brussels, Vienna, Phoenix and Bengaluru to meet our customers and share our product and vision. Behind the scenes, we have ensured your privacy and security is kept to the highest standard and as a result, Taskize is now officially a SOC 2 Type 2 certified company.

This is just the beginning. With so much already planned for 2019 we can’t wait to share it all with you.

Going forward, your feedback will become increasingly important in how we shape our service. Your experience matters above all else and we’d love for you to get in touch and share your ideas. Please contact success@taskize.com and a member of our team will respond to your message.

Resolve issues directly with your counterparty

Your organisation can work with operations teams in over 150 organisations through Taskize!

Depending on the nature of your issue, you may find it beneficial to reach out to other counterparties directly to solve your DTCC or Euroclear related issues.
New major counterparties and financial infrastructures will be on Taskize in 2019 – we look forward to sharing that with you!

Get in touch with our Customer Success team today if you wish to discuss your workflows further.


*If you area sponsored by DTCC or Euroclear, your sponsor will receive a transcript of your Bubble history.

Taskize at CoCo

In November, Taskize attended the annual Collateral Conference hosted by Euroclear Bank in Brussels. Taskize was one of only 5 vendors invited to attend this conference, and from our stand we held plenty of engaging conversations with many of the 800 delegates who attended. Our CEO and co-founder, John O’Hara, addressed attendees on Thursday and Friday in two well attended open sessions. In these, John gave an overview of the common challenges that are faced by Operations Departments today and explained how Taskize can provide a solution to these problems. Further to this, John also spoke about how Taskize’s integrations with many partners and internal workflow systems can ease the operational burden within financial service firms. The feedback and new client interest that resulted makes this year’s Collateral Conferences one of the most successful yet.

Taskize Operational Forum – NYC II

In December, Taskize hosted a Taskize Operational Forum (TOF) in New York City. This TOF was quite unique as, for the first time, we had the sell side and buy side of many tier 1 organisations together in the same room. Our CEO, John O’Hara, delivered a presentation that focused on the roadmap ahead for Taskize as well as announcing the new partnerships Taskize have recently gone live with in their latest release. The integrations with our new partners, Symphony and Duco, offer our customers the opportunity for more efficient workflows between the front and back office. Look out for additional integrations in 2019.

The workflow discussion between buy side and sell side attendees was very animated and constructive, with many thought-provoking conversations occurring. The purpose of these TOFs is to gather feedback on what Taskize has built, and how we aim to deliver in the future to meet the requirements of the world’s largest financial institutions. We are pleased to confirm that our vision for making work flow was widely accepted and welcomed among the industry.

Our next TOF will be on January 15 in London.