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
When we talk about Symphony 2.0, we emphasize that the product is purpose-built for financial services workflows. But even that is too simplistic – we recognize that within the industry, there is a wide variety of roles, responsibilities, needs and preferences. Investment bankers, research analysts, compliance professionals: all within financial services, but all with very different workflows.
To manage these differences, Symphony includes a number of ways to toggle features and customize your individual user experience. But while many of you tend to rely on certain features according to your job function, we also know that 60% of you also stick with standard, “out-of-the-box” configurations of Symphony.
As a result, we introduced modes with default settings for specialized needs: Essential Collaboration and Capital Markets modes in response to these specialized needs. This way, users can benefit from the settings we know they are looking for without having to lift a finger while still maintaining the ability to customize.
Read on to learn more about each mode, and determine which is right for you.
Essential Collaboration mode is designed for teams using Symphony primarily for internal collaboration and workflows. The interface is clean and simple, and compiles all chats into one single chat list to monitor and multitask.
Essential Collaboration mode offers a number of customization options, from choosing between a light or dark theme, to configuring notification types and sounds to suit their specific preferences. Those who select Essential Collaboration mode can pin multiple chats to a grid on its own tab, as well as create workspaces to save chats, apps, and other modules in custom layouts to support their individual workflows.
We’ve consistently heard from those in capital markets how critical it is to prioritize communication with your external clients, and also that you need the capability to monitor and respond quickly to multiple time-sensitive chats. As a result, we tailored Capital Markets mode to prioritize external chats, screen real estate, and urgent notifications.
Capital Markets mode defaults to a dark, condensed visual theme familiar to many in capital markets. It also automatically opens an activity feed of all incoming chats, allowing you to monitor updates in real time. A built-in, external-only workspace allows you to focus exclusively on chats from clients or other external contacts.
In addition, we configured notifications in Capital Markets mode to reflect the urgency of many of your workflows — in other words, Capital Markets mode is designed for those of you who want to be interrupted when an important or time-sensitive message comes in. Urgent chat alerts were purpose-built for this mode: chat requests pop up on the screen in real time and prompt you to immediately accept, decline, or snooze the request. This feature can be customized or turned off, and is available in Essential Collaboration mode as well.
Finally, in Capital Markets mode, instead of opening new tabs, you automatically open a new workspace. These can be closed and relaunched at any time, and each comes with its own individual chat list featuring only the chats you add to that workspace so you can focus on one at a time. This feature helps you track dozens of highly-active deal workflows and client chats in real time. Within a designated workspace, only the specific chats you have added appear in the chat list rather than duplicating all chats across each workspace, allowing you to separate the signal from the noise happening elsewhere in the platform.
The variety of functions and workflows within the financial markets space, coupled with the myriad preferences of each individual, inspired us to make Symphony 2.0 highly customizable. We encourage you to think of Essential Collaboration mode and Capital Markets mode as the foundations upon which to structure the Symphony experience that best serves your specific needs. To explore Essential Collaboration and Capital Markets modes, click the Settings icon in the top right hand corner of your platform, select Try Symphony 2.0, and select your mode in Settings.
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
