FINBOURNE Deepens Integration With Taskize to Increase Post-trade Operational Efficiency 


FINBOURNE Deepens Integration With Taskize to Increase Post-trade Operational Efficiency 

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LONDON, 11 June, 2024 – FINBOURNE Technology, a market-leading provider of investment data management solutions and a best-in-class cloud-native data management platform, today announced the expansion of its integration with Taskize. 

Taskize enables organisations to streamline and manage their post-trade operational workflows more easily by connecting people and processes across different organisations – helping dynamically prioritise and resolve complex IBOR and ABOR post-trade exceptions. 

The capabilities now available to FINBOURNE clients will shorten resolution times, reduce risk and human error and, as a result, will increase firms’ operational efficiency and staff capacity. 

Taskize also delivers detailed management reporting allowing for improved decision-making and operational resource allocation. 

The expanded partnership – following the success of an initial integration of Taskize into LUSID in 2021 – enhances the external exception management and query resolution capabilities for organisations using FINBOURNE’s front-to-back investment technology. 

This functionality is available as part of FINBOURNE’s Horizon programme, where clients can access, integrate and connect to a host of external technology and data sources natively in FINBOURNE’s LUSID platform. 

Gus Sekhon, Head of Product, FINBOURNE Technology commented: “For our clients, the ability to configure and control complex workflows on the platform is a given; the next challenge is reducing resolution times for intraday breaks in their book of record and this enhanced integration with Taskize does just that, freeing up staff to focus on other tasks.” 

James Pike, interim CEO, Taskize added: “Asset managers’ operations teams are at full capacity and cannot afford to be inefficient in their approach to exception resolution. Greater interoperability of post-trade platforms is essential to enabling staff to do more with their time, and the data generated will be invaluable to senior management’s strategic decision-making.” 


About FINBOURNE Technology   

FINBOURNE combines extensive technical expertise in financial services data management with a best-in-class, open, cloud-based investment management and servicing product ecosystem. By deploying our solutions, our clients can better aggregate, manage and utilise data across their organisations. 

With operations across North America, the UK and Europe, Asia and Australia, FINBOURNE’s data management solutions help financial services firms improve their investment management and servicing capabilities.  

FINBOURNE is trusted by some of the world’s leading financial services firms, including Fidelity International, London Stock Exchange Group, Baillie Gifford and Northern Trust. 

For more information on FINBOURNE Technology visit or contact

About Taskize   

Taskize is one of the most influential fintechs in pre- and post-trade automation, trusted by 600 financial firms – custodian banks, buy-sides, broker-dealers and FMIs – across 88 countries. Quick and easy to deploy, Taskize’s interoperable, web-native collaboration and workflow platform is used by investment operations teams including securities, corporate actions, and collateral for exception management and query resolution and to ultimately minimise risk, improve client service and increase capacity. Taskize is a member of the Euroclear group of companies. More info:

Media Contacts: 

Chris Goodreds  

FINBOURNE Technology 

+44 (0) 204 534 4098 

Ted Harvey 

Aspectus Group 

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