Today’s clients expect to connect on their preferred mobile channels—but regulatory scrutiny and recordkeeping requirements remain.
Federation unifies popular mobile communication channels in a secure and compliance-enabling interface, allowing users to engage clients on their terms, assist meeting compliance obligations, and unlock secure mobile innovation.
Stay competitive and engage clients on their preferred channel. Seamlessly switch between messaging and calling for best-in-class service.
Proactively monitor and archive communications to simplify compliance burdens and give regulators and clients confidence in your regulatory posture.
Arm your firm with robust yet intuitive communication features familiar from everyday life – helping drive adoption across the firm and empowering a strategy of secure innovation.
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In this live demo see how industry leaders Bank of America and JP Morgan are leveraging Federation to transform their communication.
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Conduct compliance-enabling WhatsApp messaging. Regulated users can have high touch client communication with the peace of mind that WhatsApp messages will be secure, captured and retained.
Federation provides professionals a compliance-enabling avenue for communicating on WeChat with clients in real time while aiding recordkeeping requirements.
Keep high-impact mobile conversations going. Federation ensures that client communications conducted over SMS are being archived and assists meeting security requirements wherever they take place.
Meet clients in Japan and the rest of Asia on their preferred channel. Symphony’s Federation with LINE enables highly personalized business outreach while maintaining security and assisting with archiving requirements.
Connect with clients on their preferred global messaging channels — WhatsApp, WeChat, SMS, and LINE — reaching billions of users where they prefer to be met.
Consolidate your communication channels with a Virtual Number for trader voice, mobile voice, Dial Tone, WhatsApp, and SMS – all in one compliance-enabling interface.
Embed Symphony’s Federation capabilities within Microsoft Teams, providing users compliance-enabling messaging over channels including WhatsApp.
Effortlessly capture and export time-stamped conversations. Integrate with your preferred archiving provider to streamline and assist compliance with regulatory recordkeeping requirements.
Federation empowers global banks to assist meeting regulatory demands and securely connect with counterparties worldwide – all within Symphony’s platform. Streamline operations and enhance productivity with deep financial workflows and automations.
Enable agents to engage customers on their preferred channels, compliantly. Drive innovation with integrated tools and leverage CRM insights to optimize outreach and boost sales.
Today’s clients demand personalized advice on their preferred channels. Differentiate your services with a digital-first experience that eliminates the friction of outdated tools.
Streamline decision making and client relationship management for asset managers. Unifying voice and messaging, helps your team collaborate using omni-channel communication without sacrificing compliance.
Stay ahead of volatile commodity markets. Unify compliant WhatsApp messaging and trader voice, enabling rapid communication and faster responses to market opportunities.
Share market trends in real-time. Symphony enables seamless communication across channels – from text and WhatsApp to voice calls – so analysts can gather insights, foster relationships, and stay informed.
Ark Capital Management is an investment management and brokerage firm based in Dubai, providing global market access and solutions. With more clients preferring the ease and convenience of mobile apps for business communication – Ark wanted a way to support this form of communication without violating regulatory rules on recordkeeping or data privacy and protection.
Symphony’s Federation product and Messaging platform enables the Ark team to securely communicate with clients on their preferred mobile channels – strengthening relationships, while helping Ark meet compliance needs.
Trusted by large and small financial institutions across the globe, Symphony’s proven scalability and security is the leading workflow platform for markets.
Federation is connected via official integrations reducing the risk of disruption when channel updates are delivered.
Find and connect with over 450,000 market participants from more than 450 institutions in the Symphony Directory.
End-to-end encryption, content filters and security controls offer uncompromising data protection and assists regulatory compliance.
Power deep financial workflows with partner applications, enterprise integrations including Salesforce, Zoom, Microsoft Teams, and bespoke bots & automations.
AI-powered dashboards turn data into intelligence with tracking of key fundamental factors and summarization of ESG data.
Uilitize Symphony’s Messaging platform and its full suite of functionality – including Federation – in owned and third party applications.
Robust, customizable desktop interface paired with an intuitive mobile application optimized for capital markets workflows and communication.
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.
In this interview, Audrey Costabile from Coalition Greenwich speaks to Mario Orphanou, Senior Director of Product Management for Symphony, about the challenges of centralizing communication faced by capital markets businesses and how organizations can drive better client engagement, regulatory compliance and security outcomes with the right solution.
The insurance industry is undergoing profound transformation in response to evolving customer expectations and increasingly stringent regulatory standards every time a lead is acted on. One thing is becoming abundantly clear – compliant communication is paramount to modern client service.
A new report reveals a growing need for centralized communication platforms in finance and insurance. Firms face mounting regulatory fines, seeking efficiency and compliance through channel aggregation.