Get started using Taskize

A better way to reach our client service teams

Our aim is to better serve your needs by helping you resolve queries quickly and efficiently.

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

Taskize is free of charge for your Euroclear Bank activity and the onboarding process is simple. To get started, follow the steps below.

Thank you for joining us on this collaborative journey!

- Philippe Laurensy, Head of Commercial, Euroclear

"Taskize has been a success story for us. It allows you to communicate and share issues fast and effectively. I encourage our peers to find out how it can improve their operational efficiency."

Gerardo Prieto Moreno, MD Capital Markets Operations - Santander Global Corporate Banking, Banco Santander


3 steps to get started using Taskize

A smarter way of working

1. Learn more about Taskize

Want to learn more about Taskize?

Join one of our short introduction webinars on either November 23 or December 4, 7 and 18.

To sign up, select Taskize enrolment – Part 1: introducing our new client service channel from the list

Transforming the back office

2. Return the enrolment form

Complete and return one enrolment form per company to start the on boarding process.

Download the Taskize enrolment form >

Get started today

3. See how to set up and use

You’re almost ready to get started!

Follow a set up and user training webinar from your desk (recommended after you send in your Taskize enrolment form).

To sign up, select Taskize enrolment – Part 2: detailed setup and user tutorial from the list

Looking for more information?


A smarter way of working for back office operations

Taskize is a secure and easy to use web-based platform designed for fast and efficient problem solving. Its online chat function enables you to work directly with our client service teams and your counterparties, regardless of location or market. The result is improved response time, increased accuracy and more control over your activity.

Taskize’s smart directory allows you to connect with the right people in the right functions whether at Euroclear Bank, with your counterparties or within your own back office. And because all parties share the same source of information, there’s no more confusion about what the problem is.

Spend less time resolving issues 
brings the right people together to come to a solution quicker

Reduce costs
helps you meet your deadlines and make better use of your resources

Comply with regulations
provides transparency and an audit trail to meet reporting obligations

Transforming the back office

To help solve your operational issues as quickly as possible, we have extended the use of Taskize from settlement and corporate actions business to now include your tax, income and money transfer activity.


Euroclear and Taskize

Taskize is a privately owned company backed by Euroclear.

As a global market infrastructure connecting over 2,000 of the world’s largest financial institutions, we at Euroclear fully understand the challenges our clients face to increase back-office efficiency.

Operational issues, and the costs associated with solving them, are a mutual concern for everyone in our industry, and it requires a mutual solution. New ways of working that can help avoid unnecessary inefficiencies and provide a secure environment with a complete audit trail of issue resolution paths are a clear benefit for the financial community as a whole.

Taskize can easily be extended for use beyond your Euroclear business flows. And it can be used within your organisation to help you navigate across teams and regions.

To find out more, contact your Euroclear Account or Relationship Manager, or Taskize at info@taskize.com.

You can also visit the Taskize website.