Enhanced client engagement over WhatsApp and SMS
users on our platforms
institutions served by Symphony
Meet customer expectations for efficiency and speed by providing comprehensive communication capabilities across their preferred channels.
Integrating CRM systems for analysis and insights on client data, optimizing agent outreach and enhancing customer service.
Maintain compliance with a multi-channel solution that supports recording capabilities and aligns with regulatory rules without complexity.
Find out how our interconnected platforms enable insurance firms with improved client engagement, data management and compliance-enabling communication.
Connect with clients via authenticated integrations with mobile communication channels like WhatsApp, SMS, WeChat, LINE & mobile voice.
Build a seamless workflow with internal and external messaging, powerful automations, and constant connectivity across financial markets.
Save time and effort finding the right individuals or teams by securely connecting market participants through entitlement-based controls, firm-provided data, and standardized taxonomies.
Symphony enables seamless communication with Microsoft Teams users, both within and between organizations. Eliminating friction and keeping conversations in one place.
Connect with team members through enterprise-wide intercom functionality for internal support across research, operations and compliance teams.
Consolidate and capture business interactions in one dedicated phone number enabling compliant mobile communication across channels.
Create and curate discoverable content with a comprehensive tagging solution that applies accurate and consistent entity and thematic tags on a granular level.
Aggregate and visualize messaging data with easily digestible Dashboards to extract insight and identify patterns for optimizing workflows.
Transcribe voice trading interactions and extract detailed analysis to improve efficiency, informing strategic decisions and simplifying risk management.
Instantly access critical tools to-and-from Symphony Messaging, fostering a seamless flow of information, limiting errors and empowering teams to work more efficiently.
Leverage in house bots or create your own custom workflow to further improve and automate workflows, saving time and reducing the risk of errors.
Experience Symphony’s end-to-end workflow that streamlines client communication across channels and provides AI-powered insights for better relationship management.
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Symphony’s strict data security and privacy policies ensure that firms retain control of their data. Our messaging capabilities offer end-to-end encryption, content filters, and security controls, while our redundant architecture and borderless community mitigate the risk of off-channel communication. Symphony Voice and Analytics features comply with SOC II and ISO 27001 protocols, giving firms control over their proprietary voice data at all times.
In this interview, Audrey Costabile from Coalition Greenwich speaks to Mario Orphanou, Senior Director of Product Management for Symphony, about the challenges of centralizing communication faced by capital markets businesses and how organizations can drive better client engagement, regulatory compliance and security outcomes with the right solution.
The insurance industry is undergoing profound transformation in response to evolving customer expectations and increasingly stringent regulatory standards every time a lead is acted on. One thing is becoming abundantly clear – compliant communication is paramount to modern client service.
The 2020s are an unprecedented decade of disruption and every market participant is either the disruptor…or the disrupted. Today, we stand at the precipice of artificial general intelligence and every well-run organization should be actively seeking to disrupt themselves right now. Symphony has been able to remain almost a decade ahead of disruption by understanding one simple truth—thriving through disruption. This demands three things from your technology: resiliency, stability and flexibility.
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.