Taskize Connect

Start granting on-demand access to Taskize Connect.

Learn about the Indent + Taskize Connect integration

Taskize Connect is the inter-bank problem solving network for operations that is replacing the tyranny of email and phone as the new digital client service channel across financial services. Taskize Connect provides a standard way of engaging with your clients, counterparts, outsourcers and colleagues for post-trade issue resolution. For the first time, you can securely assign and track work across firms, without having to know how to navigate them. By quickly routing work to the right people in the right role in the right bank, Taskize Connect helps reduce issue resolution time, raise efficiency and improve client and employee satisfaction. Taskize Connect also enables management to enhance middle-office and back-office control and risk management, and is trusted by over 250 financial institutions in 50 countries. Okta’s Taskize Connect integration provides Single Sign-On (SSO) and user creation, management and deactivation for a seamless Joiner, Mover, Leaver process, as well as group synchronization.

How it works

You can set up the Taskize Connect integration with Indent in a few minutes:

  • Select Taskize Connect from the Indent dashboard catalog
  • Deploy the integration for reading and managing resources with Indent
  • Configure your policies from the Indent dashboard
  • You're done! Share how to request access with your team in one click

Get a demo of the Indent + Taskize Connect schedule now

We use Indent at Reclaim and have awesome production access workflows (paired with Tailscale). Indent makes being SOC2 compliant not a drag.
Patrick Lightbody, Co-Founder/CTO @ Reclaim
Read more from Stevan Arychuk, Head of SRE, on the Tailscale Blog

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