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.
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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.
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.
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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.
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.
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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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