Taskize
- Company typePrivate
- Founded2012
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Taskize firmographics
Firmographics- Name
- Taskize
- Legal name
- Taskize Limited
- Website
- https://taskize.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Taskize industry classification
Industry- Product category
- Post-Trade Operations Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
- akta.pro secondary industries
- Work Management & Collaboration Suites (BPAMAMAG), Project & Task Management (BPAMAMAF)
Keywords
Where Taskize is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Taskize business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Web-native SaaS collaboration platform delivered on subscription basis. Quick and easy to deploy with interoperability across existing systems. Revenue generated through annual or multi-year subscription agreements with financial institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription model |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Taskize product offering
Product offeringCore offering
Taskize is a web-native SaaS collaboration platform that connects all market participants in the securities services ecosystem (custodians, sub-custodians, buy-side, sell-side, brokers and FMIs) to raise, route, track and resolve operational queries across counterparties. It replaces fragmented email and phone communications with secure auditable Bubble workspaces, Smart Directory routing, MI Reporting and AI-enabled predictive analytics for settlement exception management.
Product overview
Taskize is a web-native SaaS collaboration platform for investment operations, built as a platform-plus-solution-areas architecture. The core Taskize Platform and Taskize Connect application provides the foundational collaboration infrastructure with secure Bubble environments and Smart Directory for cross-counterparty query resolution. Around this core, Taskize offers five integrated solution areas: Communication Solutions (multi-party communications), Interoperability Solutions (cross-platform connectivity), Business Solutions (including EasyFocus+ for Euroclear's AI-powered exception management), Data Solutions (analytics and MI Reporting), and AI Solutions (predictive and automated capabilities). Additional modules like Mailbox Analyser extend the platform's functionality. The platform serves 600+ firms across 88 countries, connecting custodians, sub-custodians, buy-side, sell-side, brokers, and FMIs.
Differentiator
Problem solved
Functional benefit
Brands
- EasyFocus+: AI-powered exception management and collaboration platform built in partnership with Euroclear and Meritsoft, designed to support T+1 settlement efficiency across European CSDs.
Products and services
- Taskize Platform Web-native SaaS collaboration platform for investment operations teams that connects custodians, sub-custodians, buy-side, sell-side, brokers and FMIs to raise, route, track and resolve operational issues across counterparties. Includes secure Bubble environments, Smart Directory for routing and workflow automation.
- EasyFocus+ AI-powered collaborative exception management platform built with Euroclear and Meritsoft on Microsoft Azure. Provides real-time data, predictive analytics and resolution capabilities across Euroclear CSDs covering over 60% of EU settlement, supporting T+1 transition.
- Taskize Connect The primary SaaS application enabling clients to access the Taskize platform for query resolution and exception management. Accessible via connect.taskize.com with distinct privacy provisions from the public website.
- Mailbox Analyser Tool to measure and report on email usage in post-trade operations. Monitors email traffic of firms' domains and distribution lists and automatically generates analytics on activity, resolution times, staff performance and query trends using the MI Reporting engine.
Quantifiable outcome
- 80% same-day resolution for queries vs industry average
- +4 more outcomes
Companies that use Taskize
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Taskize technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability6 records
Feature7 records
Taskize partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered major, core and minor.
- Global RelaymajorPartnership to transform financial services communications archiving. Global Relay provides compliant communications archiving solutions and this partnership enhances Taskize's ability to meet regulatory requirements for communication records.
- TCS (Tata Consultancy Services)coreIntegration of Taskize exception management and collaboration functionality directly into TCS BaNCS platform. Enables financial services users to raise and resolve queries seamlessly within the core processing environment. TCS BaNCS users can raise, resolve and track queries about exceptions in trade lifecycle including corporate actions, trade settlement and client service via Taskize from within the TCS BaNCS system.
- EuroclearcoreEuroclear is the parent company that fully owns Taskize. Euroclear is a global provider of Financial Market Infrastructure (FMI) services helping clients settle domestic and cross-border securities transactions. Taskize is a key component of Euroclear's digital strategy and client services platform, integrated into the 'Smart Adoption' initiative.
- MicrosoftmajorEasyFocus+ platform built on Microsoft cloud infrastructure. Microsoft Azure cloud hosting provides the foundation for the AI-powered exception management and collaboration capabilities. Joint whitepaper published on capital markets innovation.
- International Securities Services Association (ISSA)minorTaskize became a member of ISSA, an influential global organization shaping the future of securities services. ISSA brings together top-tier firms collaborating to drive progress in securities services.
- The Securities Services Advisory Group (TSSAG)minorTaskize became an affiliate member of TSSAG, contributing to industry discussions on securities services modernization and best practices.
- Meritsoft (Cognizant)coreIntegration of Taskize's collaboration and workflow functionality into Meritsoft's cross-asset Trade Tracking and Exception Manager (TTEM). Enables faster query resolution and minimizes trade settlement fails. Users of TTEM can initiate trade settlement queries simultaneously creating secure 'Bubble' workspaces in Taskize. AI-enabled features allow automated creation of Taskize Bubbles based on predefined rules.
- FINBOURNE TechnologycoreExpanded partnership following initial integration of Taskize into LUSID in 2021. Available through FINBOURNE's Horizon programme, enhances external exception management and query resolution capabilities for organizations using FINBOURNE's front-to-back investment technology. Shortens resolution times, reduces risk and human error.
- SymphonycorePhase One integration announced May 2023, Phase Two unveiled at Symphony Innovate 2024 in New York. Enables seamless inter-company collaboration between Taskize and Symphony users, navigating complex workflows without leaving existing platforms. Two-way communication capabilities with Symphony messaging integration.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Taskize competitors and assessment
Company assessmentDirect peers
- Symphony Communication Services: Direct competitor in financial-services messaging and inter-company collaboration. Taskize explicitly integrates with Symphony (Phase Two in 2024), underscoring overlap on chat/collaboration for the same FS counterparties, with Symphony historically positioned as the FS messaging fabric that Taskize also runs alongside.
- Meritsoft (a Cognizant business): Provides post-trade trade tracking and exception management (TTEM) for capital markets — Taskize's integration partner but functionally a peer in the same exception-management workflow that Taskize Bubble workspaces extend. Both target T+1-ready post-trade ops.
Broad incumbents
- Broadridge Financial Solutions: Large incumbent with adjacent post-trade, securities processing, and investor communication capabilities serving many of the same buy-/sell-side and custodian clients as Taskize. Overlaps on operational workflow and exception handling within a much broader product portfolio.
- ION Group: Acquisitive incumbent in capital markets post-trade, securities processing, and workflow tools. Comparable on serving investment ops teams with cross-asset exception/trade management, but as part of a much larger vendor portfolio.
- FIS (Fidelity National Information Services): Global financial technology incumbent serving banks, custodians, and buy-side with securities processing, post-trade, and corporate action solutions — overlapping with Taskize's exception-management and inter-company workflow use cases in custody and capital markets.
- IPC Systems: Provider of compliance, communication, and networking solutions to global financial market participants; comparable on enabling inter-company, cross-counterparty workflows for capital markets operations and trading desks.
- Swift: Global financial messaging network used by virtually the same counterparties (custodians, banks, brokers, FMIs); comparable as inter-company workflow infrastructure for post-trade messaging in financial services.
- Bloomberg: Dominant messaging, data, and workflow platform used across the same buy-/sell-side and operations teams. Comparable as a collaboration layer that investment operations rely on for inter-counterparty communication and workflow context.
Emerging players
- FINBOURNE Technology: Investment data management platform (LUSID) with which Taskize integrates. Comparable as a newer entrant building front-to-back investment-ops technology that competes for similar exception-management and workflow budgets at asset managers and service providers.
- Xceptor: Data automation and ingestion platform for capital markets (and a Taskize integration partner). Comparable on serving operations teams that need automated exception processing on top of trade and reference data workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Taskize social profiles
Digital presenceTaskize financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taskize leadership team
Management profileNumber of profiles
Profiles10 records
Taskize funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taskize M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taskize
What does Taskize do?
Taskize is a web-native SaaS collaboration platform that connects all market participants in the securities services ecosystem (custodians, sub-custodians, buy-side, sell-side, brokers and FMIs) to raise, route, track and resolve operational queries across counterparties. It replaces fragmented email and phone communications with secure auditable Bubble workspaces, Smart Directory routing, MI Reporting and AI-enabled predictive analytics for settlement exception management.
Is Taskize a public or private company?
Taskize is a private company. It is classified as corporate owned and is currently operating.
When was Taskize founded?
Taskize was founded in 2012. It employs 11 to 50 people.
Where is Taskize based?
Taskize is headquartered in London, United Kingdom, in the Europe region.
How does Taskize make money?
One revenue line is on record: saaS Subscription.
Who are Taskize's main competitors?
Direct peers on record are Symphony Communication Services and Meritsoft (a Cognizant business). Broad incumbents are Broadridge Financial Solutions, ION Group, FIS (Fidelity National Information Services), IPC Systems, Swift and Bloomberg. Emerging players are FINBOURNE Technology and Xceptor.
Does Taskize have an API?
No public API is recorded for Taskize.
What industry is Taskize in?
Taskize's product category is Post-Trade Operations Software. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms, with a secondary code of BPAMAMAG, Work Management & Collaboration Suites. Its NAICS code is 51821 and its SIC code is 7372.