Empower smarter, more efficient client interactions with Symphony
users on the platform
institutions served by Symphony
Symphony Federation allows advisors to engage with customers on their preferred platform, while enabling adherence to compliance standards. Combined with Symphony Analytics, AI-driven insights transform client interactions, simplify data and risk management, and provide a competitive edge to insurance companies.
Exceed customer expectations with personalized service and deliver actionable insights through clients’ preferred communication channels via WhatsApp, SMS, WeChat, LINE & mobile voice.
Plug data inputs and outputs with integrated CRM entries to generate AI-driven insights that optimize agent outreach and enhance customer service.
Maintain compliance with a simple multi-channel solution that supports recording capabilities and aligns with regulatory rules without complexity.
Bringing Symphony’s four platforms together, users can enhance their tech stack for better client engagement, easier data management, and overall communication compliance.
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.
Watch how Symphony’s Messaging, Voice, and Analytics platforms come together in this end to end workflow to streamline communication with clients across channels and derive ai-powered insights from those conversations, creating transparency for easier client relationship management.
Videos not loading? Check that you’ve accepted cookies or watch all on Vimeo directly here
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.
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.
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.
