Financial services case studies
Real-world examples of how industry leading firms use Symphony
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FEDERATION
How HSBC transformed client engagement with WhatsApp
HSBC demonstrates how their GPB Chat integrates with Symphony Messaging and familiar apps like WhatsApp – enabling HSBC clients to communicate, receive market information, and discuss authenticated trades.
FEDERATION
MUFG Bank communicates with HNW clients on LINE
MUFG Bank identified the chat app LINE as a top priority to communicate with their domestic high-net-worth clients in Japan. Explore why MUFG Bank’s wealth management business chose Symphony Messaging.
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SYMPHONY MESSAGING
Powerful integration of Symphony within BlackRock Aladdin
BlackRock explain how Symphony Messaging, Enhanced Directory and bots work together to deepen connectivity and efficiency in BlackRock’s Aladdin® platform.
ANALYTICS
intellimation.ai AI agent for margin operations workflows
intellimation.ai showcases how their proprietary vertical AI engine, ‘Vector AI,’ automates complex margin operations workflows within Symphony Messaging, simplifying tasks that previously took hours to something solved in minutes.
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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.
INTEGRATIONS
Royal Bank of Canada & 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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EMBEDDED MODE
Broadridge embeds Symphony Messaging in NYFIX Matching platform
Embedded Mode inside Broadridge’s NYFIX Matching platform has simplified allocation matching and swift settlement construction for T+1 – streamlining the entire exception management process.
SYMPHONY MESSAGING
Trumid simplifying data delivery in Symphony Messaging
Trumid demonstrates a streamlined data delivery system, built on Symphony Messaging, that utilizes the DART bot to automate and simplify secure data access for both buy-side and sell-side market participants.
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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.
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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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.