Taskize and FINBOURNE expand integration to increase post-trade operational efficiency

11 May, 2024 – FINBOURNE Technology, a market-leading provider of investment data management solutions and a best-in-class cloud–native data management platform, today announced the expansion of its integration with Taskize. 

Taskize enables organisations to streamline and manage their post-trade operational workflows more easily by connecting people and processes across different organisations – helping dynamically prioritise and resolve complex IBOR and ABOR post-trade exceptions. 

The capabilities now available to FINBOURNE clients will shorten resolution times, reduce risk and human error and, as a result, will increase firms’ operational efficiency and staff capacity. 

Taskize also delivers detailed management reporting allowing for improved decision-making and operational resource allocation. 

The expanded partnership – following the success of an initial integration of Taskize into LUSID in 2021 – enhances the external exception management and query resolution capabilities for organisations using FINBOURNE’s front-to-back investment technology. 

This functionality is available as part of FINBOURNE’s Horizon programme, where clients can access, integrate and connect to a host of external technology and data sources natively in FINBOURNE’s LUSID platform. 

Gus Sekhon, Head of Product, FINBOURNE Technology commented: “For our clients, the ability to configure and control complex workflows on the platform is a given; the next challenge is reducing resolution times for intraday breaks in their book of record and this enhanced integration with Taskize does just that, freeing up staff to focus on other tasks.” 

James Pike, interim CEO, Taskize added: “Asset managers’ operations teams are at full capacity and cannot afford to be inefficient in their approach to exception resolution. Greater interoperability of post-trade platforms is essential to enabling staff to do more with their time, and the data generated will be invaluable to senior management’s strategic decision-making.” 

Find out more about Taskize integrations.