The non-compliant use of messaging platforms has led to billions in regulatory fines. Symphony helps enable seamless compliant messaging with clients via WhatsApp, WeChat and SMS
Enable surveillance and recordkeeping of clients’ preferred messaging platforms
Enable maintenance of SMS communication records for regulatory compliance
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
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
Connect your everyday systems to Symphony to improve efficiency, reduce context switching and mitigate manual tasks
Enterprise software bi-directionally integrated with Symphony
415+ apps and 2K+ 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.
The Buyside has undergone a massive evolution in the past few years. Indeed, a radical transformation has re-shaped all asset management firms – and the professionals who operate within them. As a result, the needs of the Buyside are quite different now than they were just 24 months ago.
On June 1, 2021, I joined Symphony as Chief Product Officer – the same day Brad Levy became our CEO. That same month, we announced the acquisition of Cloud9: a cloud-native, API-first approach to trader voice. It was a pivotal month in an exciting and eventful year for Symphony, and myself. One year later, we have made remarkable strides to convert Symphony’s potential energy into transformational value for our customers – and Cloud9, its people and its product, have played an integral role in our progress.
Earlier this week, I am happy to say we hosted our first in-person Symphony Innovate in over two years. Things, of course, worked a bit differently this year for the attendees gathered in person, but coming together with members of the Symphony community was something we all dearly missed! Hundreds of digital attendees also tuned in around the globe to see live demos of new products and integrations, and to hear discussions between financial services and technology leaders from around the globe.
