Embedded Collaboration

Our capabilities.
Your platforms and portals.

Symphony Embedded Collaboration Platform

Responding to clients and peers in real-time is vital for modern financial workflows. Embed Symphony within your existing applications to unlock instant external connectivity and next-level workflow efficiency.

Seamless Workflows

Via a single sign-on authentication, embedded-Symphony allows you to share content and initiate group chats in real-time

Verified Directory

Approved by global banks for communication with counterparties set up to collaborate externally, enabling access to over half a million users from 1,000+ institutions

Simplified Integrations

Engage third-party technology solutions and bot automations through Symphony’s cloud network and open API delivery

Plug Symphony into your workflows

High-net-worth clients securely interact with advisors while bots automate and enrich service within your management portal. Client coverage provides instant feedback and communication from Symphony in a dedicated external chat.

Platform users approved for external collaboration can access Symphony’s verified directory; maintaining context of research, pre and post trade workflow. Solution providers are provisioned to manage their users on Symphony’s open network and extend compliance enabling capabilities to their owned ecosystem.

Institutional and retail clients engage and aggregate content within your client portal and glean real-time insight enriched by Symphony’s bot automation capabilities. Brokers and service providers augment insights and research by providing additional context from Symphony in an external chat.

Ready for next-level workflow efficiency?

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