Name: Taskize: a new communications channel for fast query resolution
Start: 2016-12-13T15:00:00Z
End: 2016-12-13T15:00:26.000Z
Location: BrightTALK
Rating: 4.33

Your specialist global market infrastructure and innovative funds solution provider.
Connecting global investment funds participants, providing tailored solutions to international and domestic markets, both trade and post trade. 
Tailor our solution to fit your specific needs. 

Discover our services and latest news on euroclear.com and follow us on LinkedIn.

Join us for Episode 3 of our T+1 webinar series.  

With greatly compressed timescales under the T+1 settlement regime its acknowledged than many existing processes will have to change. The structure and dynamics of the operational day will evolve to embrace these changes, simpler, faster, smoother.  

This third episode of a series of T+1 webinars as we explore how Euroclear Bank is redesigning its operational day to optimise its processes and to offer a more resilient infrastructure to enhance stability and reduce complexity.  Learn how our new operational day gives you instant control over positions and liquidity and how our optimised start of day priorities APAC securities and cash flows for better liquidity management.  

We are managing the complexity, providing a simpler and more streamlined experience and supporting our goal of maintaining and improving settlement efficiency throughout the industry.

The EU journey to T+1: A new streamlined operational day – reducing complexity and enhancing settlement efficiency

TBCU.S. securities and associated legislation continues to influence how Eurobonds are structured and offered, particularly when issuers seek access to U.S. investors. From the Securities Act of 1933 to TEFRA, Rule 144A and Regulation S, these rules shape issuance strategies and define pathways to global capital markets.

What you will gain from this webinar:
• a clear overview of U.S. laws shaping Eurobond issuance
• insights into the Securities Act of 1933, TEFRA, Rule 144A & Regulation S
• practical implications for issuers, investors and ICSDs
• the opportunity to put your questions directly to our expert speakers

Eurobond issuance: Navigating U.S. securities & associated legislation

U.S. securities and tax legislation continues to influence how Eurobonds are structured and offered, particularly when issuers seek access to U.S. investors. From the Securities Act of 1933 to TEFRA, Rule 144A and Regulation S, these rules shape issuance strategies and define pathways to global capital markets.

What you will gain from this webinar:
• a clear overview of U.S. laws shaping Eurobond issuance
• insights into the Securities Act of 1933, TEFRA, Rule 144A & Regulation S
• practical implications for issuers, investors and ICSDs
• the opportunity to put your questions directly to our expert speakers

To further support your transition to the new WEB GUI+, we are hosting a dedicated webinar focused on Participant Acceptance Testing (PAT). 
This session will be particularly valuable if you have not yet started testing the WEB GUI+ screens. 

This session will cover:

- clear guidelines to help you prepare for PAT
- step-by-step instructions for completing the booking form 
- key data considerations for the scenarios you may wish to test 
- timelines and available support throughout PAT
- an opportunity to ask questions about the new WEB GUI+ screens 


A live Q&A session with our experts will follow the presentation to address any questions you may have on the WEB GUI+ and the PAT process.

WEB GUI+ participant acceptance testing - Rescheduled

Join us for Episode 2 of our T+1 webinar series.  

As the EU prepares for its transition to T+1 settlement, effective from 11 October 2027, this webinar offers a unique opportunity to explore the latest industry recommendations and Euroclear’s strategic response. 

We’ll unpack key insights from the EU T+1 Industry Committee’s report and reveal the first exciting details of Euroclear’s roadmap to support the transition. Whether you're just beginning your T+1 journey or already planning your next steps, this webinar will provide valuable guidance and practical takeaways.

The EU journey to T+1: Industry recommendations for the EU T+1 roadmap

Dive into the latest Eurobond developments in sustainable finance. Join Euroclear’s senior experts as they unpack Green, Social, Sustainability and Sustainability-linked (GSSS) bond issuance - and reveal the data behind the record-breaking +€1.5 trillion under custody milestone.

Key takeaways
• GSSS bond fundamentals and market drivers
• Euroclear’s role in issuance and post-trade services
• Issuance trends by geography, issuer type and currency
• How the EU Green Bond Standard is shaping market norms

Eurobonds - Tracking the pulse of sustainable finance: GSSS bond trends at Euroclear

To support your transition to the new WEB GUI+, we’re hosting a Q&A webinar this quarter where we’ll address the questions you want answered.

During the session, we will cover questions such as: 

- Participant Acceptance Testing (PAT) preparation 

- technical installation  

- operation of the new WEB GUI+ screens 

 This Q3 session is part of our continued commitment to providing you guidance and support throughout the year.

WEB GUI+ Q&A

To facilitate your transition to the new WEB GUI+, we will be hosting a dedicated webinar on the planned user training and the Participant Acceptance Testing (PAT). 

We will also provide a recap of the common processes under WEB GUI+.  

Specifically, the session will cover: 

- the timeline for WEB GUI+ training, PAT and production roll out to clients 
- PAT set up, process, recommended testing scenarios and data set up 
- an overview of the WEB GUI+ training for operational staff 

A live Q&A session with our experts will follow the presentation to address any questions you may have.

WEB GUI+ user training and participant acceptance testing

EasyFocus®+, powered by Meritsoft, a Cognizant company, and Taskize, is our innovative and ground-breaking settlement efficiency platform. A pan-European solution for greater speed and efficiency in identifying, prioritising, resolving and ultimately eliminating operational issues.
 
By starting now, you can use EasyFocus+ insights to improve the quality of your SSIs and minimise trade matching issues ahead of T+1 when time will be at a premium.
 
In this webinar you will learn:
- the EasyFocus+ cloud platform powered by Meritsoft’s ITEM
- resolving issues with Taskize’s collaboration platform and Smart Directory
- benchmarking against peers and industry norms
- identifying trends in your performance you need to focus on
- future developments for EasyFocus+

Euroclear EasyFocus+ | Innovation in settlement efficiency

To help you prepare for the UK’s transition to T+1 settlement, we’re pleased to invite you to a dedicated webinar to walk you through the upcoming changes to CREST. 

These changes - focused on the configuration and operation of the CREST system - are designed to support the UK securities market in implementing T+1. 

Our experts will share with you a comprehensive overview of the changes, how they align with the recommendations of the Accelerated Settlement Taskforce and what they mean for you.  

The session will conclude with a live Q&A, giving you the opportunity to engage directly with our experts and ask any questions you may have.

Upcoming changes to CREST for UK T+1

Have you ever wondered about the new issue distribution models behind Eurobonds? Join our webinar to gain practical insights into the mechanisms that drive effective Eurobond issuances. 
What you will learn in this webinar
• The issuance journey: From pre-launch preparations to post-issue activities, understand the complete lifecycle of Eurobond issuance.
• Diverse distribution approaches: The strategic nuances between syndicated and non-syndicated methods and how each impacts the market.
• Key insights: Learn about operational flows and roles that are crucial to each distribution model.
Seize this opportunity to deepen your understanding of Eurobond distribution models.

Decoding Eurobonds: a deep dive into its distribution models

The EU is transitioning to T+1 settlement, meaning trades will settle one business day after the trade date instead of the current two-day cycle. This shift, effective from 11 October 2027, aims to enhance market efficiency, reduce risks, and align with global standards.

In this webinar you will learn:
• how the technical working groups are approaching their tasks
• the key questions you should be thinking about
• the key challenges identified at this stage
• how at Euroclear we are preparing for T+1
• the next steps in the T+1 journey

The EU journey to T+1: setting the scene

To help you with the WEB GUI+ API installation, we are organising a dedicated webinar to guide you through the installation process. 

After the demo, there will be a live Q&A session where you can ask our team of experts any questions you may have.

WEB GUI+ API installation demo with Euroclear UK & International

Since the establishment of this link in June 2024, Euroclear has been collaborating closely with local authorities to streamline processes and enhance standardisation for foreign investors entering the South Korean market. 

This webinar will offer insights into:
• the progress made in simplifying requirements
• key updates on the Euroclear Bank–South Korean Securities Depository link
• benefits these changes bring to you as an investor

South Korea – Taking stock of the simplified requirements

One year into Euroclear UK & International’s transformation of its CREST system, we have initiated several key projects that will allow the UK securities markets to benefit from international standards for messaging and processing. 

As part of our 2025 roadshow series, we are hosting this virtual edition to update you on these upcoming changes that will impact the markets over the next few years. 

This session will be particularly relevant to senior staff in operations, system development and client-facing roles.

Euroclear UK & International virtual roadshow

This WEB GUI+ demo webinar covers:
 
• the new menu structure
• securities list and security details
• corporate actions list and details
• buyer protection instruction list and details
• proxy instruction list and details
• meeting announcement listing details
• stock loan split list
• cash memorandum account listing details

We also go over the project implementation timeline and explain the support we provide to help with the migration.

WEB GUI+ demo

This webinar is designed to introduce Euroclear Cash+ and highlight the benefits it provides to Euroclear Bank (EB) clients.

Many investors typically elect cash dividends, which can result in missed opportunities to maximise their financial returns. 

With Euroclear Cash+, investors are guaranteed to receive at least the same proceeds as the Dividend with Optional Payment (DVOP) cash option, along with the potential for additional value if the shares option provides a greater financial benefit than the cash option.

What to expect during this webinar:

• an overview of Euroclear Cash+ and its features
• details on the operational aspects and integration process
• insights into the benefits for Euroclear Bank clients
• a detailed timeline of the service rollout and access to an information pack
• the opportunity for attendees to ask questions and receive answers from our presenters

The session is designed to equip you with the knowledge needed to leverage Euroclear Cash+ for optimising your optional dividend choices. 

We encourage you to participate and gain valuable insights into this innovative service.

(another webinar for ESES clients is also available on this channel)

Maximising dividend payments with Euroclear Cash+® for Euroclear Bank clients - Innovative new service for investors

On Monday, 5 December, Euroclear Bank Settlement went live on the Taskize platform. Taskize is a new service that will help the financial services industry make work flow by enabling clients, colleagues and counterparties to address manual interventions efficiently, intelligently and securely. 

In this 30-minute webinar, Luigi Bearzatto, Euroclear, joins Taskize Limited's John O'Hara and Philip Slavin to provide more detail on Taskize, its features, and the Euroclear-related offer that can be made available to you.

Taskize: a new communications channel for fast query resolution

Taskize

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Taskize: a new communications channel for fast query resolution

Presented by

About this talk

Euroclear webinar channel