Better Engage Your Clients

Provide clients with real-time, rich digital experiences wherever they are, without worrying about compliance

On Messaging Apps

Securely engage clients where they are on the world’s most popular personal messaging apps such as WhatsApp and WeChat.

On Client Portals

Embed Symphony into your single dealer platform, wealth management, research or support portals.

On Symphony

Communicate with your clients, counterparties and ecosystem on Symphony.  

WhatsApp

The world's number 1 messaging app

Engage with clients on WhatsApp securely from Symphony and extend your reach without sacrificing compliance.

 

Connect advisors to high-net worth clients and access major emerging markets such as LATAM. We can help you explore a range of use cases across wealth management, sales and trading, and M&A deal teams.

 

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WeChat

Reaching WeChat Users

WeChat is the third-largest messaging app in the world. Collaborate with clients on WeChat securely and compliantly from Symphony.

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Client Portals

Embed Symphony into your digital channels

Enhance and differentiate your digital offerings across:

Single dealer platforms:

  • Provide secure real-time chat between clients and sales and trading coverage and research teams
  • Help client research and price discovery and distribution with bots

Wealth management portals:

  • Provide secure real-time chat between clients and advisors/relationship managers/private bankers
  • Automate low-level client interactions with bots

Research portals:

  • Provide secure real-time chat between clients and research analysts
  • Simplify client research discovery and distribution with bots

Customer support sites/portals:

  • Use Symphony as the secure second line between retail customer support and your internal teams
  • Automate low-level client queries and interactions with bots

Ready to Connect?

Ask about a demo