Compliant Messaging

Message without sacrificing compliance

Federate with prominent messaging networks to deliver compliance-enabling communication

Communication without compliance headaches

Non-compliant use of messaging platforms has led to billions in regulatory fines across financial services.

Symphony federates with prominent messaging networks, delivering fast, compliance-enabling communication with clients across their preferred channels.

Reduce friction and stay compliant

Client engagement

Communicate with clients across WhatsApp, WeChat, SMS & LINE, reducing friction and expediting communication


Capture and retain messages to help meet recordkeeping requirements for regulatory compliance

Integrated features

Time-saving, easy-to-use features streamline and enhance client communication

Keep using clients’ preferred platforms

Keep using WhatsApp

With over 2 billion users, WhatsApp remains a critical channel for efficient communication. However, as few as 15% of financial firms are adequately monitoring employee use of the platform1

Chat securely on WeChat

90% of Chinese professionals prefer WeChat2, establishing it as the inroads to China’s vast market. Symphony’s WeChat federation provides international users a compliance-enabling avenue for communicating with clients.

Text with peace of mind

99% of SMS messages are opened while 97% are read within 15 minutes3. Symphony enables recordkeeping of SMS and mobile voice communications, delivering a high impact channel without sacrificing compliance.

Connect with speed using LINE

LINE grows in prominence as a channel for personalized business outreach in Japan and Southeast Asia. Experience Symphony’s federation with LINE to deliver seamless, personalized client communication.

Streamline messaging communications, compliantly

Real-time client communication through individual or group chats.

Send messages with images, videos and other rich content, adding depth to client conversations.

Share and access files easily in chats, making it easy to collaborate and distribute research.

Easily add or remove client contacts individually or in bulk.

Automate routine tasks and workflows through API integrations, freeing up time for more important conversations.

Enable client interactions away from the desk with the full suite of messaging capabilities accessible from the Symphony app.

Built atop Symphony’s security framework purpose-built for financial services, keeping your communications secure.

Related resources

Start messaging with peace of mind

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