Essential Collaboration or Capital Markets: Which Symphony 2.0 Mode is Right for You?
When we talk about Symphony 2.0, we emphasize that the product is purpose-built for financial services workflows. But even that is too simplistic – we recognize that within the industry, there is a wide variety of roles, responsibilities, needs and preferences. Investment bankers, research analysts, compliance professionals: all within financial services, but all with very different workflows.
To manage these differences, Symphony includes a number of ways to toggle features and customize your individual user experience. But while many of you tend to rely on certain features according to your job function, we also know that 60% of you also stick with standard, “out-of-the-box” configurations of Symphony.
As a result, we introduced modes with default settings for specialized needs: Essential Collaboration and Capital Markets modes in response to these specialized needs. 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.
Read on to learn more about each mode, and determine which is right for you.
Essential Collaboration mode
- Built for: those in development, IT, and day-to-day operations at financial services firms
- Key features: clean, simple interface; choice between light or dark visual theme; tabs for multitasking; workspaces; single, fixed chat list
Essential Collaboration mode is designed for teams using Symphony primarily for internal collaboration and workflows. The interface is clean and simple, and compiles all chats into one single chat list to monitor and multitask.
Capital Markets mode
- Built for: those who work in capital markets and/or collaborate with clients or other external contacts on Symphony
- Key features: dark, condensed visual theme and notification sounds are on by default; built-in workspace exclusively for external chats; separate chat lists for individual workspaces; activity feed open to monitor all incoming chats
We’ve consistently heard from those in capital markets how critical it is to prioritize communication with your external clients, and also that you need the capability to monitor and respond quickly to multiple time-sensitive chats. As a result, we tailored Capital Markets mode to prioritize external chats, screen real estate, and urgent notifications.
Capital Markets mode defaults to a dark, condensed visual theme familiar to many in capital markets. It also automatically opens an activity feed of all incoming chats, allowing you to monitor updates in real time. A built-in, external-only workspace allows you to focus exclusively on chats from clients or other external contacts.
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