This Is What Change Looks Like
Ops teams need their own version of a magma moment. In the world of Symphony’s customers, we see augmented operations, using human-centered collaboration technology and automated workflows that reduce the email/phone/fax productivity death loop. Connection is important but context is essential.
Let’s imagine a slightly different day. This is a very generic example utilizing Symphony’s collaboration platform (currently used by over half a million financial services professionals globally), but you can extrapolate similar risk reductions and efficiencies across many different flows. For example:
8am: Use Symphony to Instantly reach APAC team, confirm they already have new client ownership data, eliminating need to reach client during major market volatility
9am: Eliminate 60 typical emails and cc’s by creating 1 Symphony Room
10am: Escalate suspicious PEP profile to compliance via VIP Symphony room
10:30am Have time for real coffee break
11am: Reduce context switching 25% by pushing data into Salesforce and alerting sales of progress directly via Symphony (Symphony offers strong integration with Salesforce)
Noon: Have time for a real lunch break
1 pm: Connect with Outsourced Onboarding team externally via secure collaboration, adhering to all compliance policies, 1 hour conference call becomes 12 minute meeting + chat
2 pm: Flow data into CLM tool automatically via Symphony bot, saving 90 mins
3 pm: Use Lexis-Nexis via Symphony, reducing context switching by 20%
4 pm: Confirm multiple new clients onboarded.
4:30pm: Send transparency report to management via Symphony room and @mention key managers
5pm Leave on time for Yoga class