Taskize

08/12/2021

Taskize outsourcing workflows benefit both parties in the relationship and bring oversight, control and scale to an operating model that is becoming increasingly complex. To find out more, read our latest article on : https://www.taskize.com/outsourcing_with_taskize_handbook

Outsourcing back-office operations has been a growing trend over recent years, driven by cost, regulatory pressure, the need to create capacity in operations, difficulty in hiring qualified staff to maintain legacy systems, and a desire to access the latest technologies offered by outsource service providers. Our research paper, https://www.taskize.com/outsourcing_with_taskize_handbook, highlights the challenges faced by users and providers of outsourced services.

Outsourcing – A practitioner’s handbook to outsourcing with Taskize John Saunders December 8, 2021 Fintech, Operations, Outsourcing Outsourcing back-office operations has been a growing trend over recent years, driven by cost, regulatory pressure, the need to create capacity in operations, diffi...

24/11/2021

We are delighted to announce that Taskize have partnered with Citi to help streamline Counterparty Operational Workflow.

Jeffrey King, Managing Director and Global Head of Custody Product Development at Citi said, “This partnership is based on a shared vision of secure inter-company workflows for query management and to move away from email chains between operational counterparts. By leveraging Taskize’s email management, flexible API integration and traceability on queries with fully auditable workflow, our custody clients will be able to gain greater insight into the status of their queries.”

Taskize’s user interface provides Citi’s custody clients with a direct means to contact their operational counterparts, replacing the traditional email mechanism, and provides real-time visibility on current query status and full audit trail capabilities.

“We are delighted to be partnering with Citi, empowering them to service their clients in a secure, efficient and transparent way,” said Philip Slavin, CEO and co-founder of Taskize.

Read the full press release here: https://bit.ly/3DOqTyy

Citi Securities Services and Taskize Partner to Streamline Counterparty Operational Workflow John Saunders November 24, 2021 CEO, Operations, Outsourcing, Technology LONDON and NEW YORK, New York – 24 November 2021 – Citi (NYSE: C), the leading global bank, and Taskize Limited, the top inter-com...

27/10/2021

Taskize will be at the Americas' Central Securities Depositories Association event today (Weds 27th Oct)

27/09/2021

Have you seen, heard or recognised the Taskize name, but unsure of what we do?

Have your peers mentioned Taskize Bubbles, efficient workflow between Financial Services companies or Taskize Smart Directory and you wondered what they might mean?

Well wonder no more - our clients use Taskize to efficiently resolve , and and more.

Contact Taskize for more information: https://www.taskize.com/contact-us/

16/09/2021

In September, more than 300 new entities will fall under requirements. Soaring will inevitably lead to more disputes. gives you the tools to resolve them quickly.

Why companies should look again at margin dispute resolution John Saunders August 10, 2021 CEO, Operations, Perspectives Margin calls are expected to soar as the next phase of the Uncleared Margin Rules (UMR) comes into play. High volumes of margin calls inevitably lead to more disputes. Some will b...

16/09/2021

Thank you for attending the Taskize yesterday, which discussed and as well as demonstrating live of the platform.

For more information, please visit: www.taskize.com or to receive the Forum's , email: [email protected]

operationalefficiency

30/08/2021

Join us for our next Operations Forum ( ) on Wednesday 15th September, where we will be discussing the below agenda with buy-side, sell-side, custodian executives and our partners:

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- Reporting Buy-in Trades to Euroclear via Taskize
- Improving overall Settlement Discipline with Taskize

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- Resolving Margin Disputes and Margin payment fails using Taskize

Register here: https://www.eventbrite.co.uk/e/29th-taskize-operations-forum-asia-tickets-166608240733

Taskize Operations Forum (TOF 29) for senior financial operations executives.

10/08/2021

Margin calls are expected to soar as the next phase of the Uncleared Margin Rules (UMR) comes into play.

High volumes of margin calls inevitably lead to more . Some will be simple to resolve, but others will be more laborious, time-critical, and involve a range of across time zones. And in times of market stress, the pressure on margin teams, control teams and even credit officers intensifies. In all these cases, Taskize gives you the tools to resolve those disputes rapidly.

Read our full article here: https://bit.ly/3yGOX3W

Why companies should look again at margin dispute resolution John Saunders August 10, 2021 CEO, Operations, Perspectives Margin calls are expected to soar as the next phase of the Uncleared Margin Rules (UMR) comes into play. High volumes of margin calls inevitably lead to more disputes. Some will b...