From rare earths to magnets, autonomous agents powering drones, Crypto Bros and quantum entanglements, today’s headlines all sound complicated, spooky, and even down right scary. The reality is that a lot of change is happening in a short time, making many of us quite uncomfortable and creating great uncertainty for all.
Technology has redrawn the boundaries of wealth management. Clients are better informed, digitally fluent and less tolerant of friction in how they receive advice. As the Great Wealth Transfer accelerates (which is expected to reach $100 trillion globally over the next 25 years) firms face rising pressure to modernize without losing the personal trust that defines their relationships.
Over the past 18 months, financial institutions have moved beyond tentative experimentation with generative AI. Early use cases such as assisting analysts with information search and the summarization of regulatory filings were confined to incremental productivity gains.
Brad Levy, CEO, and Michael Lynch, COO, recently joined Trader TV to share insights on the evolving landscape of financial markets. In a series of interviews Symphony and Trader TV delve into key trends shaping the industry, from the increasing demand for interoperability to the transformative potential of agentic AI and cloud adoption.
To support customers managing off-channel communications compliance, we are expanding our provider network to include the leading digital communications governance and archiving (DCGA) providers for financial services communication data. This strategic initiative strengthens Symphony’s commitment to provide clients with enhanced flexibility and choice in managing their critical communication data.
Secure communication is in the spotlight, or rather the lack of secure communication. Media headlines about security breaches, cyber attacks, and compromised business and personal data are starting to become the new normal… and that shouldn’t be the case. A new level of concern arises when industries that are critical to the economy such as financial services, healthcare or travel are impacted.
The current digital environment provides organizations with a range of messaging solutions, each characterized by varying levels of security and compliance capabilities. This has become particularly prominent as people add messaging apps to their personal and professional workflows as a complement to e-mail.
Symphony’s Cloud9 has been awarded ‘Best Sell-Side Trading Communication System’ at WatersTechnology’s Sell-Side Technology Awards 2025.
In this interview we hear how Cloud9 differentiates itself with a modern, cloud-native approach to trader voice. It requires no on-premise infrastructure and functions primarily as a software application, aligning with broader cloud-based communication trends.
Cloud9’s flexible architecture empowers technology teams with robust deployment, while seamlessly supporting remote and mobile work. Michael Lynch also explains the plans for the mobile app and how it will extend voice beyond the desk to users on the go, offering 24/7 trading control.
Watch the interview to learn more.
Symphony’s leadership team have shared their expertise regarding the impact to the industry and offer valuable insights into how firms can collectively respond to information security threats. Here are 7 key insights from these conversations:
Every year, Symphony Innovate brings together industry leaders to share insights, showcase live demos of products, integrations and workflow automations, as well as provide case studies on how technological advancements have transformed the community.
Innovate New York 2024 featured live demos and new innovations in action from Symphony, Citi, DTCC, Eidosmedia, HUB, LoanBook, RBC & MDX Technologies, Taskize, TP ICAP & ipushpull, UBS, Wells Fargo, 28Stone and more.
Technology has redrawn the boundaries of wealth management. Clients are better informed, digitally fluent and less tolerant of friction in how they receive advice. As the Great Wealth Transfer accelerates (which is expected to reach $100 trillion globally over the next 25 years) firms face rising pressure to modernize without losing the personal trust that defines their relationships.
Over the past 18 months, financial institutions have moved beyond tentative experimentation with generative AI. Early use cases such as assisting analysts with information search and the summarization of regulatory filings were confined to incremental productivity gains.
Brad Levy, CEO, and Michael Lynch, COO, recently joined Trader TV to share insights on the evolving landscape of financial markets. In a series of interviews Symphony and Trader TV delve into key trends shaping the industry, from the increasing demand for interoperability to the transformative potential of agentic AI and cloud adoption.
To support customers managing off-channel communications compliance, we are expanding our provider network to include the leading digital communications governance and archiving (DCGA) providers for financial services communication data. This strategic initiative strengthens Symphony’s commitment to provide clients with enhanced flexibility and choice in managing their critical communication data.
Secure communication is in the spotlight, or rather the lack of secure communication. Media headlines about security breaches, cyber attacks, and compromised business and personal data are starting to become the new normal… and that shouldn’t be the case. A new level of concern arises when industries that are critical to the economy such as financial services, healthcare or travel are impacted.
The current digital environment provides organizations with a range of messaging solutions, each characterized by varying levels of security and compliance capabilities. This has become particularly prominent as people add messaging apps to their personal and professional workflows as a complement to e-mail.
Symphony’s Cloud9 has been awarded ‘Best Sell-Side Trading Communication System’ at WatersTechnology’s Sell-Side Technology Awards 2025.
In this interview we hear how Cloud9 differentiates itself with a modern, cloud-native approach to trader voice. It requires no on-premise infrastructure and functions primarily as a software application, aligning with broader cloud-based communication trends.
Cloud9’s flexible architecture empowers technology teams with robust deployment, while seamlessly supporting remote and mobile work. Michael Lynch also explains the plans for the mobile app and how it will extend voice beyond the desk to users on the go, offering 24/7 trading control.
Watch the interview to learn more.
Symphony’s leadership team have shared their expertise regarding the impact to the industry and offer valuable insights into how firms can collectively respond to information security threats. Here are 7 key insights from these conversations:
Every year, Symphony Innovate brings together industry leaders to share insights, showcase live demos of products, integrations and workflow automations, as well as provide case studies on how technological advancements have transformed the community.
Innovate New York 2024 featured live demos and new innovations in action from Symphony, Citi, DTCC, Eidosmedia, HUB, LoanBook, RBC & MDX Technologies, Taskize, TP ICAP & ipushpull, UBS, Wells Fargo, 28Stone and more.