The non-compliant use of messaging platforms has led to billions in regulatory fines. Symphony helps enable seamless compliant messaging with clients via WhatsApp, WeChat, SMS and LINE
Enable surveillance and recordkeeping of clients’ preferred messaging platforms
Capture client engagement across corporate and personal mobile devices
High-touch communication on the world’s number one messaging app
Compliance-enabling inroads to China via it’s preferred platform
Speed, reliability and recordkeeping on a high impact channel
Secure business outreach in Japan and Southeast Asia
The only fully open, scalable, and secure collaboration platform purpose-built for global markets – enabling efficient workflows and compliant communication
Suite of modular collaboration capabilities accelerates communication
Leverage Symphony’s capabilities in your platforms and portals
Secure, compliance-enabling framework meets the stringent needs of markets
Find and connect to counterparties to increase transparency, reduce friction and accelerate communication
Compliance-enabling and scalable voice technology maximizes efficiency by defragmenting communication and connecting traders and trader-adjacent teams instantly
Eliminate communication silos and provide instant voice connectivity
Cross-organizational solution native to Symphony and built for speed
Trader-adjacent connectivity with global intercom across internal teams
Full-featured turret replacement with maximum external connectivity
Facilitate productivity, collaboration and effective co-working with leading video conferencing platforms integrated alongside Symphony chats and rooms
Keep collaborating in Symphony while joining or hosting Zoom meetings
Retain Symphony workflow context during Teams Video meetings
Transform information overload into actionable intelligence from regulatory filings, earnings call transcripts, news coverage, social media activity, research reports, and more
Unlock market-moving insights with ESG, Key Drivers, Tagging, and On Demand Data
Transparent ESG products for investors, insurers & corporate sustainability teams
Analyze risk and performance in financial documents using key fundamental factors
Connect your everyday systems to Symphony to improve efficiency, reduce context switching and mitigate manual tasks
Enterprise software bi-directionally integrated with Symphony
415+ apps and 2K+ bots to help streamline and automate workflows
90% of Chinese professionals prefer WeChat for communication, making the platform the de facto inroads to the world’s most populous market.
Symphony’s federated WeChat solution provides international users a compliance-enabling avenue for communicating with clients.
Communicate with clients on their preferred channel, reducing friction and expediting communication
Capture and retain messages to help meet recordkeeping requirements for regulatory compliance
Time-saving, easy-to-use features streamline and enhance client communication
Clients interact intuitively with native notifications and user names displayed in the messaging application.
Manage contacts and conversations with ease and support 1:1 and group chats, attachments, and in-line replies.
Embed terms and conditions and customize mini-programs and notifications to enhance client experience.
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.
We're happy to answer questions and get you acquainted with Symphony and our family of products including Cloud9, StreetLinx and Amenity Analytics.