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Case Studies

Financial services case studies

Real-world examples of how industry leading firms use Symphony

FEDERATION

How HSBC transformed client engagement with WhatsApp

With open rates of 98% on WhatsApp vs. 20% on email; Symphony’s Federation product has enabled HSBC to leverage highly engaging client communication through WhatsApp, in full compliance with their global regulatory obligations.

HSBC Case Study

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APPS & BOTS

Wells Fargo developer task automation bot

Wells Fargo built a developer task automation bot for their equities derivatives platform. This DevTsk automation empowers development teams to meet business objectives quickly, effectively and at reduced delivery costs.

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FEDERATION

Ark Capital Management’s solution to off-channel communication

Ark Capital Management use Symphony’s Federation product to securely communicate with clients on their preferred mobile channels – strengthening relationships while meeting recordkeeping and data compliance needs.

ARK Case Study

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INTEGRATIONS

RBC & MDXT integration for accessing price data

RBC Capital Markets & MDX Technology showcase the power of Symphony Messaging Integrations. Their custom workflow accesses high volumes of real-time price data, and shares this with their clients and desks instantly, inside the chat applications they use.

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SYMPHONY MESSAGING

Improving collaboration at European Securities Network

ESN adopted Symphony Messaging as a solution that allows members to communicate securely, share access to current information, and automatically feed information into their partner’s respective CRM systems.

ESN Case Study

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Embedded Mode

Natwest Markets embed Symphony Messaging within their platform

Embedded Mode enables Natwest Markets to use Symphony Messaging inside their Agile Markets Platform. This facilitates real-time, context driven communication for 6,000 of Natwests’ core customers and internal teams.

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Featured Image: Ark Case Study

Ark Capital Management: Helping lower the risk of ‘off-channel communication’ with Symphony

Traditional modes of communication are being rejected by financial clients in favor of convenient messaging apps such as WhatsApp, WeChat, SMS and LINE. Without the right technology, regulators don’t have oversight to these mobile messaging apps, therefore making them ‘off-channel’. To satisfy commitments to both the regulator and demands of their clients, Ark Capital Management decided on Symphony’s Federation product as its communications solution.

November 20, 2024
Featured Image: Improving Banking Partnership Collaboration

Improving Banking Partnership Collaboration

European Securities Network LLP (ESN), a multi-regional bank partnership, needed a way for its members to connect with cross-company parties and access current information on projects, without sacrificing functionality and compliance.

March 21, 2024
Featured Image: Case Study - Earnings Call Transcript Analysis

Earnings Call Transcript Analysis

Investment management firms use Symphony’s Insights Platform to increase the efficiency and coverage of their analysts during peak earnings season.

February 3, 2021
Featured Image: Case Study - Quantifying Supply Chain Risk

Quantifying Supply Chain Risk

A Third-Party Risk Management team from a large corporation uses Insights Platform’s NLP to provide real-time alerts about the impact of COVID-19 on any of their 1,200 suppliers.

July 2, 2020
Featured Image: Case Study - Insurance Industry NLP Model

Insurance Industry NLP Model

A leading insurance provider created an insurance-specific ontology using the Insights Platform’s API to better understand the competitive landscape.

April 20, 2020
Featured Image: Case Study Underwriting and Claims Text Analytics

Underwriting and Claims Text Analytics

Using Symphony’s Insights Platform, a global insurance and investment company was able to create automated alerts of real-time events that impact its underwriting and claims processes.

April 18, 2020