Xceptor - Taskize

With the Taskize and Xceptor integration you can resolve exceptions faster and more efficiently at the click of a button.

Within the Xceptor affirmation and confirmation product, clients can enhance their customer’s experience by connecting seamlessly to Taskize, a secure collaboration and workflow platform designed for resolving exceptions.

Confirmations and affirmations are seamlessly directed to the appropriate individual at the counterparty for resolution through Taskize, eliminating the need for manual data copying that could jeopardise information security.

Taskize empowers users to prioritise their tasks efficiently and offers a transparent overview of issues and progress whilst also providing a fully auditable workflow to determine root cause analysis and enhance efficiencies. You are kept up to date with the status of your confirmations in real-time, providing greater clarity and accuracy of your risk.

Highlights

Faster resolution time
Improved client experience
Less manual input
Fewer risks of errors
Secure and auditable delivery channel
Reduce volume of emails, phone calls, and fax messages
Avoid re-keying data
More accurate management information reporting
One platform to consolidate and control the issuance and matching of multi-asset confirmations
Communications are recorded in both platforms for easy viewing of the latest updates and for auditing

Resolve issues faster

Quickly find and engage the right person in the right team, without having to revert to email, phone, or fax.

Secure and efficient workflow

Key information is automatically pre-populated into Taskize Bubbles, removing risks around manually copying of information from one system to another. You’ll remain in Xceptor, where your confirmations reside in your workflow, resulting in accurate and rapid affirmation, delivery and exchange of trade data. Your customers will use Taskize as a secure and efficient way of collaborating with you.

Get actionable insights

All interactions are recorded in Xceptor and Taskize providing a complete audit trail. Service levels, performance activity, response and resolution times are also tracked.

Download Fact Sheet

How it works

An exception is flagged in Xceptor
Click the built-in Taskize button to resolve the exception
A pre-populated Taskize Bubble with key information is created automatically in Taskize for the client
The client is invited into the Bubble to resolve the issue
Collaboration is in real-time with Xceptor users staying on platform and clients on Taskize
Once the issue is resolved, everything is recorded in both platform’s MI and reporting systems