Core Collaboration

Secure, seamless cross-firm
communication.

Work live with your clients and counterparties with modern, connected collaboration technology.

How Symphony works

Symphony combines conventional chat, voice, and video conferencing onto one platform.​

On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company.

Rooms

Stay connected with other team members in an online work space with persistent messaging, file exchange, live screen share and more.

Saved Messages

Use Saved Messages to collect important messages in a single place where you can search them, make notes, and organize into checklists

Own your data

Messaging tools can be hacked just like other systems. Only the ones with strong security will protect the valuable data contained within. Symphony’s strategy combines true end-to-end encryption and compliance for protection from every angle.

Data encryption

A Symphony message is encrypted the instant sent. Only the intended receiver can decrypt it. That’s true end-to-end encryption.

Compliance

Symphony enables total compliance with features like information barriers, data loss prevention (DLP), user entitlements, room monitoring, and automatic content archiving.

Certifications

Independent security and privacy experts regularly conduct audits in order to certify our safeguards.

Automate tasks and workflows

Save time and free up resources for high-touch, value-add work with automated digital assistants or bots.

Booster Logos

Apps and integrations

Integrate Symphony with existing systems to create digital workflows that are faster and more accurate. Assign apps and bots to routine duties like filling out forms, client requests, database searches and more.

Build your own bot

Symphony developers and partners create automation tools and bot integrations for customers. We can identify workflows most suited to automation and work to build your solution. 

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Natixis

Bot integrations save time and money

This Symphony customer closes deals 98% faster with bot integrations.

NATIXIS SUCCESS STORY​

What's new

Community

Keeping up with cloud evolution

For better or worse – and perhaps like it did across all business sectors – the pandemic accelerated many of the financial services industry’s underlying trends. Overnight, almost everything was instantly propelled forward. Practices that have been holding the industry back seemingly forever – such as users’ reluctance to adopt technologies that would disrupt entrenched practices, or the way enterprises manage their resources and technology stack – suddenly shifted into high gear. Change became an urgent necessity.

Tech4Fin

A Communication Transformation: Broader Access to Voice

More than ever before, business success depends upon an organization’s ability to communicate quickly and effectively. It’s clear that the “workplace” has radically changed. This new landscape demands three things from every company’s communication tools:

Tech4Fin

Accelerating transaction settlement demands a fresh approach to communication

In December of 2021, SIFMA, ICI and DTCC called for the shortening of the settlement cycle in the U.S. financial markets from T+2 (transaction date plus two days) to T+1 (transaction date plus one day) within the first half of 2024. Their report indicates that accelerating the settlement process will “reduce risks and costs for the industry while building upon the benefits achieved in the successful move to T+2 in 2017.” This is in line with the Securities and Exchange Commission’s announcement on Feb 9, 2022 of a proposed rule to shorten the standard settlement cycle for most broker-dealer transactions from two business days after the trade date (“T+2″) to one business day after the trade date (“T+1″), while soliciting comments regarding challenges and possible approaches to achieving settlement by the end of trade date (“T+0″).

Collaborate with the community
on Symphony.