Leveraging Symphony’s AI Studio, our team can streamline your workflows with integrated AI agents, apps and bots.
Mira Arnaout-Nassar
Executive Director;
Principal Technology Investments
Wells Fargo
Key benefits of Symphony Messaging professional services
Our professional services help you build and implement automated workflows that drive efficiency and innovation. We partner with you to understand your unique business challenges, providing the expertise and support needed to turn your goals into reality.
We help you transform creative ideas into tangible, automated solutions. From client engagement agents to internal process improvements, we turn concepts into reality.
Our in-house experts are already familiar with Symphony's technology, allowing us to deliver automated workflow solutions quickly and cost-effectively.
If your in-house team is overbooked or lacks specific expertise, we provide the skilled developers and project managers needed to build and implement solutions.
By offloading complex development projects to our team, you can free up internal resources to focus on critical business priorities.
Our services are designed to be flexible. We can work with you on a one-off project, an ongoing support basis or anything in between.
Our structured process - from discovery to deployment and support - ensures we capture your business requirements, provide detailed proposals and deliver solutions that meet your goals.
What professional services we offer
We specialize in building tailored workflows and connecting market integrations that accelerate the delivery of business requests. Whether it’s enabling external access for key employees or automating data transfer between firms, we have the expertise to get it done. Symphony Federation helps you engage clients on popular platforms like WhatsApp, WeChat and SMS in a compliance-enabling manner.
Need to automate a specific process or enhance user experience? Our team leverages Symphony AI Studio to design, build, and deploy bespoke agents, tailored to your unique needs. Connect AI agents with your choice of LLMs, data sources and applications using MCP integration. This enables you to streamline workflows and provide differentiated client experiences.
Case studies: Custom bots and integrations
Our professional services team builds custom bots and integrations, tailored to our clients’ specific needs. Here are some case studies of bespoke bots we have built in the past;
Blast targeted messages across platforms like LINE, SMS, WeChat and WhatsApp with rich content (text, images, PDFs and even interactive templates). Schedule broadcasts or send on-the-fly, from personal or bot accounts.
Customers can use their API key to connect and import user connections via CSV through a mobile-friendly bot interface, ensuring fast and efficient onboarding.
Streamline service, boost satisfaction: Automate tasks, offer intuitive self-service and track performance without code. Efficient routing ensures swift support, leaving customers happy.
Bot silently captures messages from chosen chat rooms. Admins control monitoring via Elements. Extracted content (JSON format) lands in a configured location for processing.
Automate downloads, control access and enable self-service exploration with queries, saved searches and alerts. Admins gain usage insights and share queries for empowered data utilization.
The extension app retrieves alias data from a designated service and updates the user interface within the platform. It stores the data locally and refreshes it periodically, ensuring users have the latest information.
Why choose Symphony?
Our team is not just technically proficient; we have a deep understanding of the unique demands of financial institutions, ensuring our solutions align with your business goals.
We don’t just provide a service; we become a part of your team. Our implementation services are highly collaborative and we offer dedicated support from our specialists.
From initial strategy and planning to post-launch optimization, we provide a full lifecycle of services that cover all your needs.
FAQs
Symphony Messaging is the leading secure and compliant messaging platform built for global finance. It enables internal and external messaging, powerful automations and seamless connectivity.
We handle a wide range of projects, from simple proofs-of-concept to complex, production-level agent builds and integrations. Our services are flexible and can be tailored to meet your specific needs.
Yes. The Symphony platform and its open APIs enable powerful interoperability. We specialize in building custom workflows and integrations that connect Symphony with the tools and systems your teams use most frequently.
Yes, our model is flexible. We can provide one-off builds, project-based work or ongoing support to ensure your custom solutions continue to perform and adapt to your evolving business needs.
Schedule your no-obligation scoping exercise
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.
- Streamline secure collaboration
- Connect market participants and workflows
- Empower data and insights
- Enable security & compliance
- Deploy and build integrations, apps & bots


