Embedded Mode

Powerful messaging in your existing tools

Embed Symphony’s Messaging platform in applications, platforms and portals

Markets rely on technology to drive innovation. Combining tools can be difficult, resulting in fragmented workflows or missed efficiencies.

With Embedded Mode, leverage the secure and compliance-enabling capabilities of Symphony’s Messaging platform within your own or third party applications and portals – helping embrace interoperability and drive workflow efficiency, access, and innovation.

Symphony is trusted across financial services

Why embed Messaging in your existing applications?

Efficiency

Improve workflow efficiency and reduce the lag of switching between applications, driving greater organizational productivity.

Access

Access the community, functionality, and security of Symphony’s Messaging platform without ever leaving your preferred tool.

Innovation

Drive new workflows and ways of working by connecting your technologies and fostering a culture of innovation through interoperability.

How it works

Embedded Mode puts the power of Symphony’s Messaging Platform into your applications, allowing users to instantly create secure chats, share time-sensitive information, or automate workflows without having to leave the platform they are currently using.

Deal rooms

Message or share information in the context of deals or investments, bridging the gap between financial workflows and communication

Client portals

Respond to inbound queries or run outbound engagement while keeping key information on hand, helping deliver best-in-class client engagement

Post-trade management

Rapidly identify and resolve post-trade issues by seamlessly escalating to the right contact leveraging Symphony’s Enhanced Directory.

See how customers are using Embedded Mode

“Embedded Mode, combined with NatWest’s Agile Markets, is creating a customer experience that is truly immersive.”

—Theodore Sirota, NatWest Markets

Agile Markets

Agile Markets platform serves 6,000+ clients and internal teams. Embedded Symphony capabilities enable instant connection with NatWest members. Private chat rooms facilitate information sharing, discussions, and issue resolution, enhancing efficiency and reducing error risk.

Citi Velocity

Citi Velocity offers content, data, and analytics to institutional clients; and empowers direct connection with Citi representatives for real-time research info while end-to-end encryption ensures secure communication.

DTCC CTM®

With Symphony Messaging embedded in DTCC’s central matching platform, investment managers and broker dealers collaborate instantly and directly with their counterparties in the CTM® user interface – reducing context switching and streamlining trade matching and confirmation.

Features & benefits

Real-time collaboration

Secure messaging, video, and file sharing happens instantly between Symphony Messaging and third party applications.

Security and compliance

Maintain security and compliance in line with Symphony’s Messaging platform capabilities.

Open and closed networks

Customize how and with whom end users are able to interact with open and closed networks.

Flexible interface

Embed a streamlined messaging module or a full-fledged instance of Symphony Messaging based on your needs.

Seamless single sign-on authentication

Use single sign-on (SSO) to help users log in to Symphony’s Messaging platform quickly and securely.

Open APIs

Leverage a suite of APIs for seamless transfer of data between technologies, helping drive innovation.

Get started with Symphony

We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.

Related resources

Featured Image: Disruptions Disruptors and the Disrupted

Tech4Fin

Disruptions, Disruptors…and the Disrupted

The 2020s are an unprecedented decade of disruption and every market participant is either the disruptor…or the disrupted. Today, we stand at the precipice of artificial general intelligence and every well-run organization should be actively seeking to disrupt themselves right now. Symphony has been able to remain almost a decade ahead of disruption by understanding one simple truth—thriving through disruption. This demands three things from your technology: resiliency, stability and flexibility.

April 8, 2024

Tech4Fin

Commodities: The Critical Moment

Trading during volatile times is tough. In today’s market, commodity traders may have it the toughest. However, with great challenge comes great opportunity.

May 9, 2024

Tech4Fin

Trader voice for the non-trader

Today’s financial workflows are becoming increasingly complex due to the competing pressures of new technology leading to faster execution and the need to ensure that all actions and communications are compliant. In order to keep up with these workflows, the involved participants must become more efficient.

December 1, 2023