Highlights from Taskize Forum 2024: A deep dive into the future of post-trade ops

Taskize Forum 2024 brought together industry leaders at Level 39, One Canada Square in London to discuss the modernisation of post-trade operations, processes, and workflows.  

We heard directly from banks, financial institutions and fintechs about the value of workflow and collaboration automation, the Taskize platform, and the value that all of this delivers.  

Engaging panels  

The first session of the event, ‘The Banks’ Perspective’ tackled structural, operational, and regulatory challenges for banks and pinpointed how fintechs can help overcome them. For this, we were joined by industry experts Nitesh Pai (Director of Custody Product Development & Connected Data, BNY Mellon) and Sean Kennedy (Associate Director, Alpha FMC and former Global Head of Operational Governance at Vanguard) – and was chaired by Taskize’s interim CEO, James Pike. 

Another session featured a panel of partners from the Taskize ecosystem, including Meritsoft (Daniel Carpenter, CEO), Symphony (Elena Parigi Adragna, Operations Workflows Director) and Xceptor (John Bevil, Capital Markets Product Director).    

All speakers highlighted the significant value that multi-platform integrations bring to securities settlements, corporate actions, and collateral management, while also addressing their impact on regulatory risk, team capacity, and client service. 

Live demonstrations and new integrations  

In the third session, our Head of Product, Kishan Bharwad presented a live demo of the Taskize platform to bring to life everything discussed at the event.  

We also took an exception to resolution within a partner platform, spotlighting a new integration with Meritsoft. You can read more about this recent integration and its benefits here.  

Finally, we walked through counterparty communication from Taskize via email, Microsoft Teams and – unveiling a second new integration – two-way communication with Symphony.    

Taskize milestones  

As our CEO highlighted during the event, Taskize is a key component of Euroclear’s digital strategy and client services platform. Since Euroclear’s strategic acquisition of Taskize two and a half years ago, we’ve been integral to their Smart Adoption initiative, rolling out our platform to their key clients. 

“I’m pleased to report that the client satisfaction rating for Taskize among Euroclear clients is now at an impressive 98%.” – James Pike, Taskize’s interim CEO 

Furthermore, the number of queries resolved through Taskize has surpassed those resolved via email, marking a significant shift in Euroclear’s client servicing approach.   

Stay tuned as we continue to unfold more updates and highlights from Taskize Forum 2024. The discussions, demonstrations, and partnerships showcased at the event underline Taskize’s pivotal role in the future of post-trade operations, and we look forward to sharing more developments in the coming weeks and months.