Taskize has partnered with Global Relay to add API-based communications archiving to its investment operations collaboration platform, supporting stronger evidence of cross-firm resolution workflows.
The integration uses the Global Relay Open Connector API to capture activity within Taskize Bubbles, the platform’s shared spaces for resolving operational issues between firms. The archive can record transcripts, metadata, participants, attachments and system events, creating a more complete record of how issues were raised, discussed, escalated and resolved.
The partnership comes as operational teams face growing pressure to evidence control over communications and workflow processes across regulated markets. Europe’s planned move to T+1 settlement in October 2027 adds to that pressure by compressing post-trade timelines and increasing the need for faster issue resolution without weakening recordkeeping.
For Taskize users, the integration adds tamper-proof recordkeeping and unified searchability across communications channels. That can help firms reconstruct activity across operational processes, while reducing the manual burden associated with preserving records from collaborative workflows.
Anthony Crespy, senior vice president of business development at Global Relay, said the partnership reflects the role of structured data capture in compliance operations.
“Our API-driven approach to structured data archiving complements Taskize’s strategy perfectly. Through this partnership, we not only offer customers the confidence that their communications meet the highest compliance standards but also significantly reduce the operational burden associated with regulatory recordkeeping.”
Diederik Geeraerts, CEO of Taskize, said financial services operations teams need stronger assurance as regulatory expectations evolve across jurisdictions.
“Amid an evolving cross-jurisdictional regulatory environment, operational teams in financial services need total assurance. By partnering with Global Relay, Taskize can capture all interactions in line with regulatory requirements. It’s the latest example of how Taskize is helping firms transition into a digital- and AI-first landscape.”
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