Frequently Asked Questions

Taskize is a web interface that connects you with our client service teams. It allows you to query operational issues with us in real-time, leading to a faster resolution time. See Taskize’s features and benefits

We have embraced Taskize as a new technology to help us to move towards a more collaborative client service approach. We are convinced that Taskize helps the financial services industry to solve operational issues more efficiently and will progressively replace the traditional channels like phone and email.

From the start, we have seen Taskize’s potential to innovate query resolution. This led us to first taking a majority shareholding in Taskize and eventually fully acquiring Taskize. 

Visit our Taskize page or visit taskize.com.

Complete the Taskize enrolment form here >

The Taskize team will be in touch to arrange your on-boarding programme, including training opportunities.

You can be up and running in around one week.

The enrolment form you submit an agreement with Taskize.

You can contact Taskize by phone (+44 (0)20 3874 7224) or by email at info@taskize.com.

If multiple entities in your organisation wish to sign up with Taskize, we advise you to first contact Taskize by phone (+44 (0)20 3874 7224) or by email at info@taskize.com, so that they can confirm the optimal contracting option for your organisation going forward.

The team at Taskize can help you and provide additional information where needed. Contact Taskize by phone (+44 (0)20 3874 7224) or by email at info@taskize.com.

Taskize is a secure web based solution, requiring zero local installation.

However, depending on your organisational IT security policies, you may be required to 'white list' the Taskize domain for both Web and email traffic. Users are recommended to access Taskize using the latest versions of either Google Chrome or Microsoft IE web browsers and enable browser notifications.

If you use Microsoft Windows Active Directory or another security product, Taskize can set up single sign-on between your desktop machine and Taskize to remove the need for passwords and increase security.

You can contact Taskize by phone (+44 (0)20 3874 7224) or by email at info@taskize.com.

Taskize takes security very seriously, so has implemented industry best practices. 

Your data is always encrypted and segregated from other clients' data, and you can only access Taskize from authorised networks. You also control which of your staff are authorised to use Taskize and for what business so you can have confidence in who you are dealing with.

Data is retained for 13 months in the Taskize platform.

Taskize provides training and materials as part of your onboarding programme. Once you have submitted the Taskize enrolment form, the Taskize team will be in touch to confirm your training options.

All our Client Services teams are contactable via Taskize.

You still have the option to contact our client service teams by phone or email.

Please contact your Taskize administrator within your organisation, who will be able to set you up by following the steps here

If you are unsure of who this is then please contact: support@taskize.com