Taskize at ISITC Fall Forum: How to shape the future of capital markets operations

Left to right: Rohan Murphy (Business Development Manager, Taskize), Michael Barrett (Partner, Davies Consulting), Simon Gibbs (Head of Partnerships, Taskize)

Taskize recently attended the ISITC Fall Forum in Baltimore – a key event for professionals in the capital markets to stay abreast of the latest industry trends, regulatory updates, and build meaningful connections with peers. 

Rohan Murphy, our recently-appointed US-based Business Development Manager and Simon Gibbs, our UK-based Head of Partnerships connected with both customers and partners and discussed how Taskize can support their post-trade operations. 

The Forum, held from September 8th to 10th gathered operational leaders from 66 member firms to discuss ways to reduce capital market risk and enhance operational efficiencies. Key industry players such as BBH, Citibank, JPM, Pimco Manulife, RBC, US Bank, and Vanguard were well represented, along with partners like S&P, Symphony, DTCC, Blackrock Aladdin, and AFT.  

The conference was structured around seven working groups, focusing on areas such as Corporate Actions, Margin and Collateral, and Reference and Data Standards – and in all of which the Taskize platform has a part to play.  And there were three key takeaways for our team: 

1. US Treasury Clearing Mandates 

One of the key highlights of the forum was a discussion on the upcoming regulatory milestones, particularly the US Treasury Clearing Mandates. By December 31, 2025, cash market transactions must be compliant with the new regulations, with repo market transactions following by June 30, 2026. 

Taskize is committed to understanding how these regulatory shifts will impact our customers, and how we can support them using our platform to tackle potential operational challenges as these deadlines approach. 

2. T+1 settlement and onboarding challenges 

Another prominent theme during the conference was the industry’s recent experience with the implementation of T+1. Discussions also focused on streamlining onboarding processes and minimising manual workload, particularly when dealing with corporate actions. At Taskize, we are continuously enhancing our platform to address such industry pain points, offering solutions that drive greater efficiency and reduce manual intervention. 

3. Ongoing collaboration and industry engagement 

Finally, our membership in the Reference and Data Standards working group has further deepened Taskize’s insight into the operational challenges that affect the capital markets. So our thanks to the working group’s organisers and for inviting us to join — by engaging directly with groups such as this, Taskize is best positioned to provide a platform that is aligned to industry needs.