Outsourcing
A practitioner’s handbook to outsourcing with Taskize
Outsourcing back-office operations has been a growing trend over recent years, driven by cost, regulatory pressure, the need to create capacity in ope
Outsourcing
Outsourcing back-office operations has been a growing trend over recent years, driven by cost, regulatory pressure, the need to create capacity in ope
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
Operations
The financial industry is evolving, with many institutions retiring legacy application infrastructure in favour of best-of-breed cloud solutions.
Clearing
The Client is a leading multi-asset class clearing organisation who needed a better channel than phone or email
Taskize is an easy way to meet your obligations under the CSDR Settlement Discipline Regime. It offers a cost-effective solution for those with and without SWIFT infrastructure.
Taskize provides a secure environment for all parties to manage each phase of the fail resolution process together, in real-time, and deal with chains across as many settlement days as required.
Do you have a CSDR solution?
Yes. Please see taskize.com/resources/csdr or speak to a sales representative by emailing sales@taskize.com or calling +44 (0) 203 874 7224 (option 1).
How secure is Taskize?
Taskize knows that its clients require a highly secure solution that guarantees the confidentiality and privacy of their data. Your organisation’s information is always encrypted, in transit and at rest, using highly secure algorithms and keys. Taskize assesses its platform’s security through regular penetration tests and submits to an annual external SOC2 audit to ensure that its processes and controls keep your information safe.
How do I join the network and is installation required?
Joining Taskize is a simple process with no installation required. As Taskize is a secure URL-based SaaS platform, all that is required is whitelisting your public IP addresses and for your IT team to whitelist our proxy server.
How long does the onboarding process take?
Once signed, onboarding can take as little as 1 week. You will have a dedicated Client Delivery representative assigned to your account to walk you through the onboarding processes, training, and to remain a point of contact for your organisation post go-live.
Who is on the network?
If you are already live, you can find this information on the Knowledge Base here https://help.taskize.com/who-is-on-taskize/. Taskize has signed clients ranging from Service Providers, Sell-Sides, Custodians, and Buy-Sides in over 50 countries, and we are continuing to grow. Please speak to our sales team to learn more.
See how Taskize can positively change your organisation’s post trade efficiency and give you unparalleled insights into your business.