Registration is open for Symphony Innovate New York 2022. Sign-up

From 1.5 to 2.0: How End Users Directly Influenced the Evolution of Symphony

Since introducing Symphony 2.0, we’ve shared blogs on a few different elements of the product: from the accompanying mobile app, to the guiding principles of its development, to new features like workspaces. We’ve noted before that user input, feedback and usage data played a significant role in shaping Symphony 2.0. Recently, we hosted a webinar to share these user insights and show the Symphony community why we built 2.0 the way we did–as well as demo some of the features inspired by customer feedback:

1. More ways to customize Symphony

We often hear from Symphony users that they want a customizable experience; however, our analytics revealed that 60% of end-users were sticking with standard, “out-of-the-box” configurations of Symphony. So now in Symphony 2.0, users can choose between two modes, each with their own default settings: Essential Collaboration mode and Capital Markets mode. This way, users can benefit from the settings we know they are looking for without having to lift a finger while still maintaining the ability to customize.  

For those who did take the time to customize their settings in Symphony 1.5, the results were impressive. During a “floorwalk” session where we observed how customers were using Symphony, our conversation with a user in a front office sales role was interrupted by a laser blaster sound effect from his computer. Without looking at his screen, the user explained that based on the noise alone, he could identify the sender of the message and the room in which it had been sent–and take action to respond immediately. To make this even more powerful, we’ve also introduced more granular controls at the conversation level, making it easier to customize colors, sounds, and notifications according to each user’s unique preferences, so users never miss their most important messages.

2. Notifications that differentiate the signal from the noise

We spoke with hundreds of users about what sort of notifications they needed, in what instances, and why–we quickly learned team members sitting in the same sales desk had unique notification preferences! What they have in common is that they all want an easy way to elevate certain alerts and tone down noisy conversations. Additionally, analytics informed us that one of the most commonly utilized notifying mechanisms is the @mention Based on these insights and feedback, we built a new notification center for Symphony 2.0, evolving the @mentions module to an all-encompassing central location to unify all notifications. 

This new interface, as well as new customization preferences such as starring, and urgent chat alerts help users elevate notifications to be powerful enough to alert them of important messages, but prioritized appropriately to avoid distracting them with general chatter.

3. New ways to organize multiple chats and conversations

Symphony users are multitaskers. Many users in Symphony 1.5 relied heavily on their inbox and folders within the platform to stay organized and so they could prioritize tasks for the day. But we also observed that most users found it difficult to monitor multiple conversations on a single screen so they packed as much information into as small of a space as possible. The need to maximize screen real estate is key for our users, so we wanted to give them the flexibility to monitor chats with the smallest footprint possible.

To solve this challenge in Symphony 2.0, we created workspaces. Users now have the ability to create a grid for every workspace, allowing them to organize and monitor chats so they can keep track of conversations and multitask seamlessly. Symphony 2.0 also offers users the ability to easily pop out different workspaces, activity feeds and chats to segregate layouts based on the tasks at hand.

Symphony 2.0

4. Simplifying search and content discovery

Five years of learning firsthand how our users approach Symphony taught us that finding and sharing content, rooms, and information is its own workflow. Symphony 1.5 had both proactive and reactive search, but it wasn’t centralized and at times not intuitive. Before Symphony 2.0 launched, some users were confused about the difference between global search and quick filter, and had to jump between signals, wall posts, and conversations to consume all the information they needed. They wanted a faster way to navigate to frequent contacts and chats, and a way to be proactively notified of important information instead of having to dig for it.

In response, Symphony 2.0 includes a highly requested new feature: push notifications based on keywords. Finally, we’ve enhanced our search algorithms and introduced better grouping and filtering capabilities, all of which contribute to more accurate search results. On top of this, we have added tagging and keywords to create easy ways to be proactively notified when important information is posted anywhere. 

These are only a few examples of how user feedback and analytics data helped us build a better Symphony. To learn more and see demos of these Symphony 2.0 features, watch the webinar replay here: The Evolution to Symphony’s New Platform – How we went from Symphony 1.5 to 2.0

You may also like

Tech4Fin

Carrying over history to the mesh

In our journey building an event mesh, we face the challenge of reconciling with Symphony’s engineering history. Specifically, we are transitioning from a single-tenant, monolithic architecture to a multi-tenant, microservice architecture. And critically, due to the nature of our business, this shift must be both progressive and smooth.

Tech4Fin

Automate workflows quickly and easily with Symphony’s new Workflow Developer Kit

At Symphony, streamlining complex financial workflows is a core part of our mission, and automation is one of our most powerful tools for achieving this objective. For years, our developers as well as users throughout our community have built bots on the Symphony platform that automate individual processes or segments of workflows. These have ranged from integrations with tools like Salesforce and ServiceNow to streamlining customized client onboarding processes.

Innovation

The Buyside: A Technology Evolution

The Buyside has undergone a massive evolution in the past few years. Indeed, a radical transformation has re-shaped all asset management firms – and the professionals who operate within them. As a result, the needs of the Buyside are quite different now than they were just 24 months ago.