Directory

A financial services directory you can trust

Seamlessly find and connect to counterparties

A financial services directory you can trust

Accelerate interfirm workflows by accurately and efficiently connecting to external counterparties with Symphony’s Directory.

Standardized taxonomies, firm-provided data and entitlement-based controls help connect market participants safely and securely while reducing time spent searching for the correct teams or individuals.

Connectivity

Foster networks by connecting to relevant external firms, groups, desks or individuals while regulating access via entitlement-based controls.

Efficiency

Collaborate externally in seconds – leverage standardized, enriched taxonomies to search, filter and initiate communication with counterparties.

Accuracy

Confidently find the intended recipient – firm-provided data helps ensure the appropriate counterparty is reached via the right channel.

Enriched exchange of organizational data

The Operations Directory

Streamline back office workflows and prepare for the T+1 settlement cycle. Join major market participants in a first of its kind operations-focused directory.

Front office connectivity

Search and filter the dealer universe, minimize missed opportunities and filter out the noise to help drive connectivity between counterparties.

Increase transparency and reduce friction

Update and maintain groups, distribution lists and escalation contacts, ensuring seamless connectivity to the right person at the right time.

Enrich directory data with standardized taxonomies including asset class, function and geography, to search and filter based on common attributes.

Implement visibility controls to ensure counterparties have access to or are restricted from specific data, helping filter the noise.

Identify counterparties’ preferred method of communication and easily connect to promote faster workflows.

  1. The movement to T+1 is forcing the industry to review its operating models and communications strategies.
  2. Today’s workflows consist of millions of emails sent in hope of being received by the right person.
  3. The Operations Directory streamlines exception management and issue resolution, helping prepare for the condensed settlement cycle.

Introducing The Operations Directory

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We're happy to answer questions and get you acquainted with Symphony and our family of products including Cloud9, StreetLinx and Amenity Analytics.