Keep using WhatsApp
Efficient client communication without sacrificing compliance
The world’s number one messaging app
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 platform.
Symphony helps capture and retain WhatsApp messages, providing regulated users high-touch client communication with peace of mind.
Reduce friction and stay compliant
Client engagement
Communicate with clients on their preferred channel, reducing friction and expediting communication
Compliance-enabling
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
Feature Highlights
Meta Business Solution Provider
Symphony integrates Meta APIs with our own on-premise API estate, enabling enhanced privacy.
Native Experience
Users extend their communication network beyond Symphony to clients who use WhatsApp as normal.
Advanced Capabilities
Enterprise-grade collaboration, user access management, and bot-powered automations and workflows.
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.
Stay connected on WhatsApp
- Onboard a contact via the Symphony Connect app to expedite WhatsApp messaging communication
- Integrated platforms allow you to chat directly between Symphony and WhatsApp, reducing context switching
- Forward materials from other Symphony rooms, including attachments and URLs, for seamless information sharing
Get started with Symphony
We're happy to answer questions and get you acquainted with Symphony and our family of products including Cloud9, StreetLinx and Amenity Analytics.
- Streamline secure collaboration
- Connect market participants and workflows
- Empower data and insights
- Enable security & compliance
- Deploy and build integrations, apps & bots
