Full Session: Simplifying Off-Channel Communication with Bank of America & JP Morgan

Symphony’s Maysa Baladi, Account Management Senior Specialist, Chris Winberg, Business Development Senior Specialist, and Jon Emswiler, Associate Director, Account Management, kick off the Messaging session focused on removing the guesswork (and potential for fines) when it comes to communicating compliantly with clients.

 

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Mohamed Khalifa, Executive Director, Head of AI & Innovation, JP Morgan Private Bank and Mauricio Sada-Paz, Managing Director, Global Head of eFICC Sales, Bank of America discuss how they use Symphony to connect internal systems with Federation capabilities using an application of Broadcast bot linked to a CRM. This highlights the ease of use across multiple channels: desktop, workspace, and single number solutions as well as examples of compliance and business insights via Symphony alerts.

Maysa Baladi
Maysa Baladi

Account Management Senior Specialist

Symphony

Jon Emswiler
Jon Emswiler

Associate Director, Account Management

Symphony

Chris Winberg
Chris Winberg

Business Development Senior Specialist

Symphony

Mohamed Khalifa
Mohamed Khalifa

Executive Director, Head of AI & Innovation

JP Morgan Private Bank

Mauricio Sada-Paz
Mauricio Sada-Paz

Managing Director, Global Head of eFICC Sales

Bank of America

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