Sectors — Sell-Side
The Taskize platform is used by investment banks, broker-dealers and the Sell-Side community in general to deliver on service levels for institutional investors, specifically around query resolution times, client satisfaction and regulatory compliance.
It’s also at the heart of the sell-side community's maintenance of cost-to-income ratio and competitive drives around specialisation by client type, region and specific markets.
The current state
Sell-Side comms with Buy-Side firms can be chaotic using email. Multiple email groups and departmental redirects create noise which, rather than keeping everyone informed, becomes a distraction. This is multiplied with the use of personal comms for business. All of which creates a query resolution ecosystem that – without Taskize – is a cost to business rather than a benefit.
The alternative state
With communications carried out through the Taskize platform – and/or one of our connectors with other existing comms systems – exception management and query resolution stops being about time, cost and resource impact. Instead, it becomes all about clear audit trails, root cause analysis and establishing a trusted business intelligence dashboard for maintaining SLAs.
The future state
The comms consolidation and clarity afforded by Taskize -- and the automation delivered by our solutions set - leads to enhanced MI reporting and oversight. And that itself leads to competitive differentiation for Sell-Side firms who become able to identify and tackle business challenges – and identify and capitalise on opportunities – in their counterparty, broker and client interactions.
"Taskize has changed our communication way. Instead of spending our time on phone calls or waiting for email replies, solutions come to us quickly and everybody wins. Taskize is the example of what a collaborative platform should be."
Head of Asset Services, Deutsche Bank SAE
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.
Taskize nominated for the FinTech Marketing Community Global Awards 2025
Euroclear EasyFocus+ – media coverage round-up
Meet the Taskize Team: Product
Meet the Taskize Team: Marketing
Buy-side
Taskize is the communications bridge between Buy-Side firms and the asset management community and their Sell-Side counterparts – delivering faster and more efficient expectation handling and query resolution.
Custodians
Taskize integrates with front-office, legacy and in-house built systems, complementing rather than replacing existing collaboration tools, to build the fastest query handling possible.
Sub-custodians
Sub-custodians need fast, detailed and auditable insight into their queries – which is exactly what the Taskize platform delivers and exactly where email and phone falls down.