Platform Icon: Analytics
Analytics

A communication powerhouse for AI agents and market intelligence ​

The secure AI and analytics platform for global finance

Enhance your enterprise AI strategy by leveraging the safety, resilience and security of Symphony’s robust communication infrastructure and drive workflow efficiency in the era of agentic AI.

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Symphony Analytics combines AI, communications and market intelligence on a platform trusted by the global financial services community. We enable firms to build their own AI agents, connect to third-party capabilities and deploy them to both employees and clients - within a secure, compliant and auditable environment.
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Users across platforms

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Institutions served by Symphony

Symphony for AI

Symphony’s AI capabilities creates a secure communication framework for AI-assisted and agent-driven workflows within the financial ecosystem.

Build, deploy and collaborate with AI

Solutions

Developers can leverage our AI Studio to build, configure and deploy AI with control and in compliance. Firms can also collaborate with us or leverage production-ready agents through our partners.

Network

Deploy AI agents internally and externally by leveraging our directory, identity and audit capabilities and connect to a network of 500k+ financial services users.

Intelligence

Access user insights from messaging data or voice data. Leverage more from AI assistants for enhanced productivity and efficiency.

AI Studio

Build and deploy your own AI agents with governance and control

AI Studio offers a comprehensive, integrated developer infrastructure that empowers financial institutions to rapidly build, configure, test and securely deploy advanced AI-powered agents, all while ensuring control and compliance. Firms can connect their own agents, collaborate with us to either build new agents or leverage production-ready agents through our partners.

Flexible and modular framework

Symphony offers a modular AI developer infrastructure to create diverse solutions, from broad applications to specific task agents, adaptable to customer requirements and LLM readiness.

We support various models and deploy specialized agents to optimize and enhance workflow:

Ready to deploy
Zero configuration, out-of-the-box
  • Prebuilt agents that work on day one
  • Optimizing team efficiency, enabling room summary and action-item extraction
  • Example: Chat summarization
Build without code
Business users & workflow owners
  • Connect your own models and data via MCP
  • Configure, test and iterate without engineering support
  • Example: Custom research agent
Custom built
Fully customer-defined
  • Build agents yourself with Symphony APIs and BDKs, or have our team build them for you
  • Deep integrations with multi-step agents and your proprietary data
  • Example: Wealth advisor agent

How it works: Build, deploy and connect

Rapid deployment and no-code

Deploy sophisticated agents in minutes, with no coding required.

Fast customization and iteration

Quickly customize, test and refine your agent’s behavior, tools and prompts.

Seamless integration

Connect your AI agents with your choice of LLMs, data sources and applications using MCP integration.

Symphony is a trusted partner for AI collaboration and governance

AI presents organizational challenges and a need for a unified approach that starts with trust and security

Trusted by leading institutions

A proven solution for secure collaboration for the highly regulated financial services industry, connecting thousands of verified financial professionals.

Connectivity for workflow collaboration

Messaging, voice, directory and analytics provide powerful capabilities to drive workflow collaboration and efficiency.

Secure by design, built for compliance and control

Our unique architecture provides end-to-end encryption for messaging, with data control and audit capabilities built for regulatory compliance

Leverage more from Symphony’s AI capabilities

Symphony provides a unified approach to scale and deployment with AI that allows firms to build securely and scale AI with control.

Collaboration

Augment secure chat rooms and cross-firm workflows with AI agents and assistants, integrating 3rd party applications and intelligence seamlessly.

Identity

Manage AI interactions with enhanced directory services for firm-level identity, user verification and permissions to ensure appropriate access and controls for AI agents and assistants.

Communication

Enhance Symphony’s voice and messaging platforms with AI-driven insights, chat summarization and intelligence.

Security & Compliance

Apply enterprise-grade security, encryption and auditability across all AI-assisted workflows, built on Symphony’s proven compliance architecture.

Secure AI infrastructure

Confidential Cloud

Symphony’s Confidential Cloud is the enterprise-grade foundation for building, deploying and governing AI agents with strong data boundaries and control.

This confidential infrastructure provides enhanced encryption, governance controls and key management capabilities to help keep firm data protected and auditable across the cloud. By establishing this secure environment, Confidential Cloud enables safe leverage of agentic AI for powerful use cases such as communication insights and compliance intelligence, allowing for faster innovation while supporting regulatory compliance.

Feature highlight

Trending topics

Symphony’s new AI solution, Trending Topics, uncovers insights from user communications by analyzing thousands of conversations across Symphony Messaging and Federation channels. Access valuable intelligence, whilst maintaining security within Symphony’s encrypted and robust infrastructure.

Watch video: Trending Topics at Innovate 2025

See live on stage how Symphony Messaging’s Trending Topics helps users harness market intelligence.

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Interactive demo: Try Trending Topics for yourself

Take an interactive step-by-step visual tour of our latest AI solution.

Thought leadership

The autonomous future of financial services collaboration: trust, governance and secure AI agents

Read more about Symphony’s AI strategy and vision, highlighting our commitment to driving AI innovation across the financial services industry.

At Symphony, success in the AI era will be achieved by those who confidently and safely embrace the potential of agentic AI, with governance integrated into their core operations. This principle serves as the foundation of our AI strategy, to become a trusted partner for secure and responsible AI collaboration in the financial markets.

headshot-Robert_Friend

Robert Friend
Head of Product, Directory, Analytics, Partnerships, & Market Solutions

Feature highlight

Bringing agentic AI to client connectivity

This connectivity showcase demonstrated Symphony’s Federation in full flow, with Microsoft Teams interoperability alongside AI agents. An innovative way to power up communication capabilities securely and compliantly through a streamlined workflow.

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Avoid fines by identifying non‑compliance

Symphony Analytics helps firms proactively identify and address regulatory non-compliance in their operation. Early detection allows your firm to take corrective action, before fines and penalties are incurred from authorities like the SEC.

Interested in Symphony for AI?

We're happy to answer questions and get you acquainted with Symphony and our AI offering.

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