Symphony integration
Overview
Taskize provides a secure interconnected community of validated market counterparties. Taskize learns and understands the structure of the counterparties, making sure the right people are brought together in the right place, right away
Taskize synchronises inter-company workflow through its powerful, yet easy to use API. All work can be managed in one place, integrating to internal and vendor platforms as well as chat channels such as email, MS Teams and Symphony.
Challenges
So many client portals, hard to consolidate
Vendor platforms manage issues over email creating even more problems
Pressure to manage multiple different chat platforms
No structured workflow across counterparties
Expensive integration & workarounds
Cut’n’paste across so many internal systems causes errors
Value of Taskize
Inter-operability
Taskize easily integrates with many of the vendor platforms used across the industry to provide for seamless flow of work.
Internal integration
The API makes it simple to bring the power of Taskize right into your key internal issue tracking, compliance and MI platforms.
Remove manual errors
Systematic integration removes the possibility of manual data rekeying and cut/pasting errors.
Harmonisation across the industry
Taskize allows you to be consistent and prevents the need to connect to a variety of bespoke portals.
Synchronised workflows
Discrete attributes being maintained enables end to end workflow from one counterpart’s internal system to another counterpart’s internal system.
Factsheets
Microsoft Teams integration
Email integration
