Symphony blog

Wealth management faces a real dilemma: the very technologies that promise to deepen client relationships through AI-driven personalization, mobile messaging and instant responsiveness are the same ones creating substantial compliance risk.

Each year, Symphony Innovate serves as the premier forum for industry leaders to showcase the tangible power of technological advancement. Through live product demos and integrated workflow automations, we move beyond theory to provide real-world blueprints for industry transformation.
Building on this momentum, our latest agenda targets the next frontier: accelerating AI impact and fortifying data security within an increasingly complex regulatory landscape. At Symphony, innovation is measured by the efficiency it delivers. We are pivoting from the what of technology to the how of financial performance – leveraging our interconnected Messaging, Voice and Analytics engines to drive seamless, secure and profitable outcomes.

2025 – what a year! Symphony’s focus remained on secure communication, providing our more than 1,400 customers around the world with a platform and community to conduct business securely, in innovative ways without compromising on compliance. [With the growing impact of agentic AI into their workflows.]

Wealth management is undergoing one of its most profound shifts in decades. Millennials and Gen Z, the generation of digital natives raised on mobile-first experiences, are inheriting unprecedented wealth and redefining what it means to be advised. According to Capgemini’s World Wealth Report 2025, 81% of next-generation high-net-worth individuals (HNWIs) plan to switch firms within one to two years of inheritance, citing limited personalization and outdated digital offerings.

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.

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.

In this panel interview, Dafna Yanay from AWS speaks to Mario Orphanou, Senior Director of Product Management for Symphony, about the challenges of communication faced by the financial services industry and how organizations can drive better connectivity, growth and client engagement with the right solution.