Taskize – Make work flow

Euroclear Bank, Euroclear UK & Ireland and ESES

Our preferred client service channel

In our deadline-driven business, the ability to act fast in time-critical situations is of the utmost importance. 

A proven alternative to phone and email, Taskize is our web-based, easy to deploy solution that is available to you across the Euroclear Bank, Euroclear UK & Ireland and ESES entities, that allows you to efficiently raise, route, track and resolve operational issues with us and your counterparties.

Query resolution – faster, smarter, better

Taskize is a secure and easy to use web-based platform designed for fast and efficient problem solving. Its secure Bubble environments enable 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 both at the level of your counterparties, but also  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.

Logo Santander

"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 GCB
 

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


3 steps to get started using Taskize

A smarter way of working

1. Learn more about Taskize

Find out more about the benefits of Taskize for you.

Watch this short presentation Taskize for Euroclear clients >

Your Account or Relationship Manager can also help with any questions.

Transforming the back office

2. Complete the online enrolment form

Complete one online enrolment form per company to start the onboarding process.

Access the Taskize enrolment form here >

Get started today

3. Onboard and use

Taskize will guide you through the simple onboarding process to get you started.

Looking for more information?


More than a query resolution tool – Taskize for CSDR Settlement Discipline

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.

Interact with counterparties

Imagine this, your instruction is about to fail. Unless you can resolve your issue quickly, you will be subject to a cash penalty and potentially a mandatory buy-in under the CSDR Settlement Discipline Regime (SDR). Time is of the essence and you need to reach your counterparty as quickly as possible.

This is where Taskize can help you. Using the online platform, you can quickly and securely interact and exchange information with your counterparty at each step of the settlement process.

A harmonised, cost-efficient solution

Under the CSDR SDR, the ‘receiving’ party or Central Counterparty (CCP) that initiated the buy-in is required to send specific buy-in details to us for regulatory reporting purposes. 

The Taskize platform includes a harmonized and cost-efficient solution for reporting buy-in trades to Euroclear. 


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.