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?
How do I get started?
How long does it take to get up and running?
Is the legal relationship with Euroclear or Taskize?
My legal team has questions, who can they contact?
What if my organisation has multiple entities?
Can someone help us with our due diligence process?
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?
Who do I contact for technical support?
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?
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.