Compliance-enabling cross platform communication
Integrate Symphony Messaging and Microsoft Teams for greater enterprise productivity
Symphony Messaging‘s integration with Microsoft Teams provides a powerful solution for organizations seeking to streamline communication and enhance collaboration while maintaining stringent compliance standards.
Combined together, Symphony Messaging and Microsoft Teams can provide a foundation for global financial institutions to enable secure, efficient connectivity and collaboration within and beyond organizational boundaries.
Two ways to connect Symphony Messaging and Microsoft Teams
Utilize Symphony Messaging capabilities directly within Microsoft Teams, providing compliance-enabled access to external contacts and consumer channels like WhatsApp, SMS and WeChat. From within Microsoft Teams, search for counterparties at external firms to make direct connections.
Connect Symphony Messaging users with internal colleagues on Microsoft Teams, enabling users to communicate from within their preferred platform. Integrate Symphony Messaging with Microsoft Teams Video for seamless chat to video transition with users on either platform.
Which Solution is Right for You?
Choosing between our two integration options depends on where your team spends their day and who they need to reach.
Designed for firms already using Microsoft Teams that want to stay in their native interface but need direct market access. It allows front-office users to access Symphony’s customer verified directory of over 500,000 financial professionals and support those who need to chat externally on consumer channels like WhatsApp without switching apps.
The ideal choice for existing Symphony users and back-office teams who need to bridge the gap across their organization. It enables intra-firm connectivity, allowing employees on Symphony to message internal colleagues who use Microsoft Teams. Connecting teams across the organization and reducing communication breakdowns.
Both solutions enable seamless collaboration while maintaining strict institutional compliance and security.
Frictionless connectivity
From either application, access the Symphony community for compliance-enabled collaboration. Connect with external contacts and consumer channels or seamlessly access internal colleagues across platforms.
Maximum efficiency
Prevent duplicating conversations and context switching while leveraging Symphony Messaging for automation of complex financial tasks and distribution of time-sensitive content.
Security and compliance
Data loss protection and information barriers protect sensitive data across applications, while Symphony’s granular entitlement controls bolster security when communicating externally.
Access our community
Connect your workflow to the market
Access the customer verified directory of over 500,000 professionals, search by name, desk or asset classification from within Microsoft Teams. Create connections across the entire trade lifecycle, eliminating your firm’s connectivity gap by ensuring that wherever your counterparties live, your team can reach them while staying compliant with global regulatory mandates.
No more missed messages, no more app switching – just one unified hub for compliant business communication.
Symphony is trusted across financial services
Secure, compliant, resilient
Symphony Messaging rises above everyday workplace chat tools with its purpose-built security, stability and resilience framework that enables compliance for financial services.
- Surveillance: Reduce the risk of off-channel communication with Symphony Messaging’s redundant architecture and borderless community
- Protection: Keep your firm’s information protected and secure with real-time monitoring and data loss protection capabilities
- Archiving: Integrate Symphony Messaging with various third-party archival solutions for long term retention of message data
Agentic AI and Microsoft Teams Interoperability
As seen on stage at Innovate 2025, this live demo showcases Symphony Messaging’s capabilities in full flow, with Microsoft Teams interoperability alongside AI agents.
This seamless connection bridges the gap between two essential platforms, allowing users to leverage the familiar interface of Microsoft Teams for daily interactions while benefiting from Symphony’s robust compliance features and secure messaging capabilities.
Videos not loading? Check that you’ve accepted cookies or watch all on Vimeo directly here
- A unified workflow for frictionless communication, powering up capabilities without sacrificing security or compliance.
- Meet clients on their preferred channel (WhatsApp) but stay in Microsoft Teams. A connectivity solution that supports data capture and data retention.
- Transform and scale customer interactions with AI agents1. Automate routine conversations that can function across multiple channels. A highly customizable innovation.
1 Demo AI agent
Microsoft and Microsoft Teams are trademarks of the Microsoft group of companies.
Symphony Messaging FAQs
Integrating Symphony Messaging and Microsoft Teams is a strategic move for financial institutions looking for direct market access to the financial community and to bridge the gap between front-office compliance and enterprise-wide productivity.
In many firms, Symphony users are regulated (requiring 100% recording and surveillance), while Microsoft Teams users may be in non-regulated support functions. Our interoperability layer maintains a compliance-first logic for protection.
No, Symphony does not provide a Microsoft Teams license. Our product works with existing Microsoft Teams set ups, enabling external connectivity to the market from the platform your firm already uses.
Yes. Using Symphony’s Open APIs, you can deploy a single AI agent that “listens” and responds across both ecosystems.
For example, a trade-exception bot can flag an issue in a Symphony room and, through the interoperability bridge, ping the relevant back-office contact on Microsoft Teams.
Get started with us
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.
- Streamline secure collaboration
- Connect market participants and workflows
- Empower data and insights
- Enable security & compliance
- Deploy and build integrations, apps & bots