Frequently Asked Questions

General

What is Taskize?

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

Why has Euroclear chosen Taskize?

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.

What is Euroclear’s relationship with Taskize?

From the start, we have seen Taskize’s potential to innovate query resolution. This led us to taking a majority shareholding in Taskize and promote Taskize within the financial industry.

Where can I find more information about Taskize ?

Visit our Taskize page or visit taskize.com.

How do I get started?

Complete and return this enrolment form to Taskize. The Taskize team will be in touch to arrange your onboarding programme, including training opportunities.

How long does it take to get up and running?

You can easily be up and running in less than a month including training and activation.

Legal/contractual setup

Is the legal relationship with Euroclear or Taskize?

The enrolment form you sign is an agreement with Taskize.

My legal team has questions, who can they contact?

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

What if my organisation has multiple entities?

To keep administration simple, we advise signing once at the highest-level entity in your group and listing the entities you want to work with Euroclear.

Can someone help us with our due diligence process?

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.

Technical setup

What are the installation requirements?

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.

Is ‘Single sign-on’ available for Taskize?

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

Who do I contact for technical support?

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

IT security

How secure is the information exchanged via Taskize?

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.

How long is transactional data stored in Taskize?

Data is retained for 13 months in the Taskize platform.

Back office operations

What training is available?

We recommend signing up for one of our webex sessions. Find out more >

Once you have returned your enrolment form, the Taskize team will be in touch to arrange your onboarding programme, which includes training videos.

Are all Euroclear client services contactable using Taskize?

All our client services are now contactable via Taskize except for FundSettle Client Services.

What if Taskize is unavailable?

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