Taskize to partner with Microsoft Teams for operational services
08 March 2023 UK
Image: MRmohock/adobe.stock.com
Taskize is to integrate with Microsoft (MS) Teams to allow its users to manage operational issues more effectively across counterparties and within the organisation.
The integration means that Taskize users can collaborate with their internal colleagues who use MS Teams, eliminating the need to leave their platform of choice.
The global web-based network includes global investment banks, brokers, asset managers, hedge funds, central securities depository, custodians and central counterparties.
Back-office users can raise a ‘Taskize Bubble’ in the platform which appears as an MS Teams message for their colleague.
Each issue appears as a separate item in the Teams Channel and all changes are reflected in real-time, so both Teams and Taskize can keep up-to-date with the progress of the issue.
This enables firms to improve audit trials, resolve issues and enhance internal communication, says Taskize.
Phil Slavin, CEO of Taskize, says: “Now, more than ever with the T+1 deadline set in stone, financial institutions are looking for ways to improve their settlement efficiency. Yet, the current collaboration between colleagues is not fit for purpose.
“With this integration, we’re bridging the gap between back- and front-office staff to allow them to remain on their platform of choice, all while resolving post-trade issues more efficiently.”
Kishan Bharwad, head of product at Taskize, comments: “This is a significant integration and is testament to the appeal of Taskize in harmonising core processing systems and messaging services. This growth will continue as more firms realise the operational gains of inter-company workflow.”
The integration means that Taskize users can collaborate with their internal colleagues who use MS Teams, eliminating the need to leave their platform of choice.
The global web-based network includes global investment banks, brokers, asset managers, hedge funds, central securities depository, custodians and central counterparties.
Back-office users can raise a ‘Taskize Bubble’ in the platform which appears as an MS Teams message for their colleague.
Each issue appears as a separate item in the Teams Channel and all changes are reflected in real-time, so both Teams and Taskize can keep up-to-date with the progress of the issue.
This enables firms to improve audit trials, resolve issues and enhance internal communication, says Taskize.
Phil Slavin, CEO of Taskize, says: “Now, more than ever with the T+1 deadline set in stone, financial institutions are looking for ways to improve their settlement efficiency. Yet, the current collaboration between colleagues is not fit for purpose.
“With this integration, we’re bridging the gap between back- and front-office staff to allow them to remain on their platform of choice, all while resolving post-trade issues more efficiently.”
Kishan Bharwad, head of product at Taskize, comments: “This is a significant integration and is testament to the appeal of Taskize in harmonising core processing systems and messaging services. This growth will continue as more firms realise the operational gains of inter-company workflow.”
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