Enterprise collaboration
Enterprise collaboration
Open Connector for
Taskize
As the communications landscape for financial services continues to diversify, Taskize keeps digital workflows simple. Enabling secure, structured operational collaboration, both across firms and between internal teams, Taskize Bubbles are the shared digital resolution spaces streamlining interconnectivity.
Through Global Relay Open Connector for Taskize, all Taskize Bubble data undergoes automatic capture and surveillance in Global Relay’s leading archive environment. In addition to ensuring full regulatory adherence, the integration grants users access to their full data record—structured, secure, and complete.
Key Differentiators
What is Global Relay Open Connector for Taskize?
Global Relay Open Connector for Taskize ensures all Taskize Bubble communications, resolution data, and actions undergo automatic capture in Global Relay Archive. This integration ensures that firms can meet their regulatory obligations with ease, seamlessly uniting their Taskize experience with compliant data capture.
Our Open Connector API ensures complete, tamper-proof recordkeeping for data across organizations, with full adherence to MiFID II, FINRA, and SEC regulations.
What are the key benefits of Global Relay Open Connector for Taskize?
Global Relay Open Connector for Taskize ensures end-to-end compliance for all Taskize Bubble data. In addition to regulatory peace of mind, users benefit from a complete data record that’s structured for insight and efficiency.
Taskize data becomes searchable and easy to navigate, giving users the ability to locate key information in seconds. With AI-enabled surveillance capabilities, compliance teams gain real-time oversight and can act earlier, faster, and with greater confidence. Global Relay Archive unifies searchability across communication channels, centralizing archive management workflows and greatly reducing the risks associated with third-party fragmentation.
Key features of Global Relay Open Connector for Taskize
- Complete data capture: Capture data and store it in a secure, scalable archive to match your required retention period.
- Centralized oversight: Centrally manage and supervise communication data alongside other digital communications for comprehensive oversight and auditability.
- Detailed metadata collection: Capture metadata, conversations, image files, media, historical data, and more.
- Enhanced search functionality: Effortlessly search and retrieve archived messages using intuitive filters, keywords, user handles, timestamps, and date ranges.
- Robust archive: Seamlessly upload captured data to Global Relay Archive.
- Taskize Bubble conversation transcripts (plain text and HTML)
- System events such as joins, exits, escalations, and attribute updates
- Participant metadata and identity attributes
- Attachments shared within Bubbles (PDF, XLSX, DOCX, images, etc.)
- Taskize Bubble properties and attribute values, at creation and update
- Chronologically ordered conversation events with threading
- One integrated platform: Our proprietary solution is built for security, scalability, and resilience. There are no dependencies on third-party technologies
- Scalable: Our infrastructure holds petabytes of data for some of the largest financial institutions
- Data integrity checks: Constant integrity checks in place with a fully resilient archive to ensure complete data set is being reviewed for reportable events
- AI driven to reduce false positives: Auditable AI within intuitive platform to create customized AI models with transparent accuracy results
- Best-in-class support: 24/7/365 support through phone, email, and web
- Must be a customer of Taskize, using Taskize Bubbles
- Obtain Global Relay Open Connector API credentials for each data type
- Complete Taskize’s Global Relay Enrolment Setup using Connector Information provided by Global Relay