Connect to WhatsApp, WeChat, SMS, LINE & Voice from Symphony to enhance client engagement and help meet regulatory recordkeeping requirements
Client engagement without sacrificing compliance
Capture client engagement across corporate and personal mobile devices
High-touch communication on the world’s number one messaging app
Compliance-enabling inroads to China via it’s preferred platform
Speed, reliability and recordkeeping on a high impact channel
Secure business outreach in Japan and Southeast Asia
The only fully open, scalable, and secure collaboration platform purpose-built for global markets – enabling efficient workflows and compliant communication
Suite of modular collaboration capabilities accelerates communication
Leverage Symphony’s capabilities in your platforms and portals
Secure, compliance-enabling framework meets the stringent needs of markets
Find and connect to counterparties to increase transparency, reduce friction and accelerate communication
Compliance-enabling and scalable voice technology maximizes efficiency by defragmenting communication and connecting traders and trader-adjacent teams instantly
Eliminate communication silos and provide instant voice connectivity
Cross-organizational solution native to Symphony and built for speed
Trader-adjacent connectivity with global intercom across internal teams
Full-featured turret replacement with maximum external connectivity
Facilitate productivity, collaboration and effective co-working with leading video conferencing platforms integrated alongside Symphony chats and rooms
Keep collaborating in Symphony while joining or hosting Zoom meetings
Retain Symphony workflow context during Teams Video meetings
Transform information overload into actionable intelligence from regulatory filings, earnings call transcripts, news coverage, social media activity, research reports, and more
Unlock market-moving insights with ESG, Key Drivers, Tagging, and On Demand Data
Transparent ESG products for investors, insurers & corporate sustainability teams
Analyze risk and performance in financial documents using key fundamental factors
Create and curate discoverable content with highly accurate thematic and topical tagging
Connect your everyday systems to Symphony to improve efficiency, reduce context switching and mitigate manual tasks
Enterprise software bi-directionally integrated with Symphony
100+ apps and 1.5K+ bots to help streamline and automate workflows
Symphony is a powerful platform with lots of functionality, from messaging to video meetings, chat rooms to intelligent content curation, and helpful applications to transformative workflows. To start, we’d like to help you master some valuable basics so you get off on the right foot, and can build the foundation for more advanced functionality.
Here are a few of the first things you should know.
Chat rooms are the mainstay of collaboration on Symphony and are perfect for communication within a team or between teams. To start, you can easily create a room with your team members by clicking on the plus sign at the top of your screen and navigating the drop down menu. Make it your team collaboration space by sharing files, hosting meetings with video and screen share, or expressing your feelings with your favorite emoji.
With so much information flying back and forth within and across teams, you need a quick way to locate all your most important conversations. Can’t find an important message with your client a few months ago? Forgot where your colleague shared a critical Excel spreadsheet?
We have a solution. Use our powerful search functionality by typing any word or name into the search bar at the top of the screen, to find anything you need within Symphony. You can search for specific messages, files, or chat rooms by keyword, or coworkers and clients by name. With Search, even if you’re juggling between a hundred chats and rooms, you’ll never lose key information.
We understand that everyone is different, and prefers things, including Symphony, set up in their own way. This is why we built our platform for a wide range of customizations to help make the Symphony application truly your own.
Themes and notifications are two of our most popular customizations. To pick your favorite theme (Symphony Blue, Dark Mode, and more), head to our “Settings” drop down at the upper right corner. While you’re setting up your theme, you can also choose the level of notification that is right for you, and organize chats in folders as you like. Prefer flashing alerts with a saxophone sound when your boss sends you a message? We’ve got you.
You’re already on your way to improved team collaboration and productivity. But Symphony has so much more to show. You can also add customized applications, bots, message alerts and more, to suit how you want to work.
Interested? Contact us, or visit here for an in-depth look at Symphony’s platform.
As 2023 comes to a close, we are returning to a clean-tech topic that we have been following for quite some time now with Amenity’s ESG earnings call and news monitoring analytics. Our news data reveals that geothermal power has seen an uptick in recent months from key players in energy and industrials, which comes on the heels of some interesting proposed U.S. legislation.
As the landscape of communication continues to evolve in our increasingly digital world, the financial services industry is feeling the pinch of regulatory scrutiny. In recent years, financial firms have faced nearly $2 billion in penalties from the SEC and CFTC due to unregulated “off-channel” messaging. This surge in “off-channel” communication, including usage of platforms such as WhatsApp, WeChat, SMS, LINE, and mobile calls, is largely fueled by the rise of hybrid work. Yet, regulators maintain that all business communications must be monitored, auditable, and occur only within official channels. In the words of SEC Chair Gary Gensler, “As technology changes, it’s even more important that registrants appropriately conduct their communications about business matters within only official channels. And they must maintain and preserve those communications.”
We live in a fast-evolving age of information, where Artificial Intelligence (AI) tools are starting to be used in many areas like financial decision-making and
