• New York 2021

Demo: Multi-Channel Private Wealth Management Workflows

At Symphony Innovate 2021, Symphony’s CPO, Michael Lynch, and Product Lead, Rachna Srivastava, demonstrate private wealth management workflows involving Symphony for WhatsApp and the Zoom integration. They discuss how security and compliance enables relationship managers to reach their customers where they want to be reached.

  • Recorded live in New York
  •  November 2, 2021. 
  • Watch this video directly on 
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This content features products and functionality that are offered or being developed by Symphony at the time of recording. Future availability is subject to change.

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Go deeper

Federation Omnichannel mobile communication
Federation
Omnichannel mobile communication
Symphony Messaging Secure messaging and workflow software
Symphony Messaging
Secure messaging and workflow software

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