March Community Update

Partner Profile: AccessFintech

Symphony and AccessFintech recently announced a partnership to extend data sharing, communications, and workflow collaboration across their platforms. The partnership combines Symphony’s collaboration and communication platform with AccessFintech’s data management and workflow network solution to further empower operations professionals to expedite the resolution of trade exceptions with greater ease and efficiency.

Read more about the partnership in our press release.

Developer Session: Secure your Bot EcoSystem

This month we held the latest in our Build a Bot series so our developer community could learn how to scale an operation of bots that securely leverage internal data resources.

The interactive event detailed the importance of creating a secure bot-to-resource ecosystem, conducted a deep dive into a real-life authorization workflow, discussed alternate workflows, and more. Watch the replay of the live event here.


Symphony currently has 2,000 active bots on our platform. This month, we’re highlighting our very own bot called SymBot, the first Symphony bot built to provide automated support to Symphony users.

SymBot helps you stay up-to-date with targeted community events, product updates, use cases, user support and more. If you’re enabled to chat externally on Symphony, search in the universal search bar for SymBot and connect to get started. Once connected, @mention the bot in a 1:1 chat to subscribe to specific content and ask for help using Symphony. Symphony admins can also use SymBot to file and track support tickets, plus add, remove, and list authorized Zendesk users through SymBot.

For more on how to use SymBot 1:1 and in chat rooms, have a look at our user starter guide and our admin guide for Symphony admins.

Industry News

“Technologists at Morgan Stanley have developed a virtual assistant that helps people throughout the organization plumb useful information from the 50,000 research reports the investment bank generates every year.” – Morgan Stanley creates bot that does junior analysts’ work — faster, American Baker (February 16, 2021)

“Perhaps smarter than blockchain and certainly closer than quantum computing, this type of complex computing could accelerate banks’ move to the cloud—if the industry gets it right.” – Confidential computing projects could answer industry’s cloud security questions, WatersTechnology (Feb 19, 2021)

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