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Symphony
Messaging
Symphony Messaging

Supercharge your messaging-based financial workflows

Internal and external messaging, powerful automations, and constant connectivity – securely and without sacrificing compliance

Messaging is at the core of modern financial communication – whether it’s transferring transaction data between firms, distributing real-time market research, or resolving post-trade settlement issues.

Symphony Messaging is where it happens. Launched in 2014 by a consortium of global banks, Symphony’s first product is purpose-built for driving efficiency and innovation for financial markets – in a secure and compliance-enabling manner.

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Symphony is trusted across financial services

The Messaging software for financial services

Community

Connect and communicate with over 450,000+ global users from 450 institutions

Compliance

Enable holistic compliance with active surveillance, data loss protection, and internal/external expression filters

Interoperability

Integrate with markets, productivity and communication tools; build low-code bot and AI-powered agent automations

Security

Secure data with standard end-to-end encryption, and flexible hardware and cloud-based deployment options

Stability

Promote business continuity through Symphony Messaging’s robust, redundant architecture

Integrations and automations

Leveraging open APIs, Symphony Messaging enables powerful interoperability with the tools most frequently used by financial services professionals.

Symphony Messaging Icons: Communication
Communication
Connect your firm’s communication technology for seamless conversation between users of Symphony Messaging and Microsoft Teams or Zoom.
Symphony Messaging Icons: Markets
Markets

Bring deep financial workflows into the context of Symphony Messaging with market-specific integrations, driving efficiency across research, operations, and trading desks.

Productivity

Share information between enterprise productivity tools and Symphony Messaging to reduce context-switching and give users the ability to stay in their preferred tool.

Bots and Agents

Build low-code bot automations with bot and workflow development kits, leverage AI-powered agents, and use Symphony Messaging bots for greater efficiency.

Integrations spotlight

Real-time market analysis at your fingertips

App Icon TradingView
TradingView

Markets

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Financial services professionals need to make informed decisions at speed. TradingView brings market data, charting tools, and collaborative workflows into a single, seamless environment – driving more efficient decision-making and team alignment.

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Symphony Messaging: Tradingview

Make the most of Symphony Messaging with premium features

Messaging Analytics

Aggregate and visualize messaging data with easily digestible Dashboards to extract insight and identify patterns for optimizing workflows.

Instant Voice

Instantly escalate from chat to voice for rapid communication, issue resolution, and faster decision making, improving efficiency and accelerating the speed at which you communicate.

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Sponsored Access

Provide your clients with Sponsored Access to Symphony Messaging, enabling connection with an individual user or the entire community, allowing secure communication without requiring additional licenses.

A Financial Communication Powerhouse

Extract data and insights in real time to optimize workflows and interactions

Keep your data secure with standard end-to-end encryption providing ownership of your Symphony data and allowing you to maintain control over any disclosure

Drag and drop workspaces, pin and organize chats, and set custom notifications all within a responsive interface that adapts to your screen real estate for fast, personalized consumption

Role-based administration and information barriers, enable strict user entitlements and and data access restrictions, ensuring sensitive information is only shared with authorized individuals

Import your own contacts, search within the community and use the Enhanced Directory to find, create and speak with connections

Secure, compliant, resilient

Symphony Messaging rises above everyday workplace chat tools with its purpose-built security, stability and resilience framework that enables compliance for financial services.

Security & Compliance
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  1. Surveillance: Reduce the risk of off-channel communication with Symphony Messaging’s redundant architecture and borderless community
  2. Protection: Keep your firm’s information protected and secure with real-time monitoring and data loss protection capabilities
  3. Archiving: Integrate Symphony Messaging with various third-party archival solutions for long term retention of message data

For every part of the transaction lifecycle

Research

Track real-time market activity with enhanced hashtags and cashtags, blast intelligence to clients or the execution desk, and instantly escalate from chat to voice for sharing crucial, time-sensitive market color.

Pre-Trade

Facilitate real-time updates, quote distribution, pre-trade alignment, opportunity visibility, faster execution, and enhanced collaboration for greater efficiency and accuracy throughout the trade lifecycle.

Post-Trade

Accelerate post-transaction processes and communication, quickly find and connect to external operations teams, and automate exception management to streamline post-trade workflows amid tightening trade settlement deadlines.

See it in action

Watch RBC Capital Markets & MDX Technology demonstrate how streamlining an integration with Symphony allowed for seamlessly accessing and sharing high volumes of price data across desks and clients in real time, and how RBC can trigger MDXT’s low-code workflow platform through a Symphony chat.

Related products

Symphony Messaging: Instant Voice Image
Federation

In a shared interface with Symphony Messaging, Federation enables compliant mobile communication across consumer channels including WhatsApp, SMS, WeChat, LINE and mobile voice.

Federation
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Embedded Mode

Embed messaging in your own applications and portals, helping embrace interoperability and drive workflow efficiency, access, and innovation.

Embedded Mode

Symphony Messaging FAQs

Symphony Messaging is purpose-built for financial workflows with standard end-to-end encryption, an intuitive capital markets interface, open APIs and low-code bot development, integrations with third party applications, and a robust community of financial professionals at your fingertips – helping drive connectivity, prioritize security, and provide stability for your workflows.

Connect with over 450,000+ global users from 450 institutions on Symphony Messaging. With Federation, extend secure and compliant connectivity to any user of popular messaging channels including WhatsApp, WeChat, SMS, and LINE.

You can download the desktop application here.

Because of Symphony Messaging’s open APIs and low-code development, you can create custom workflows to fit the needs of your firm. Visit the Symphony Developer site or view demos of our clients’ innovations from Symphony Innovate 2024 here.

Symphony Messaging offers the Content Export Bridge (CEB) which can be used to export content through ad-hoc or scheduled downloads and send to on-premise or cloud-based systems where it is decrypted and loaded into your compliance and archiving systems, ensuring your content retention and passive compliance requirements are met.

Yes, Symphony Messaging is available for Android and iOS users. Follow either link to the iOS or Google Play App Store and click install. For more help visit our downloads page here.

Reach out to [email protected] or access our help center here.

Get started with Symphony

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

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