Enhanced client engagement over WhatsApp and SMS
users on our platforms
institutions served by Symphony
Key benefits for insurance professionals
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.
Discover our capabilities
Find out how our interconnected platforms enable insurance firms with improved client engagement, data management and compliance-enabling communication.
Federation
Connect with clients via authenticated integrations with mobile communication channels like WhatsApp, SMS, WeChat, LINE & mobile voice.
Symphony Messaging
Build a seamless workflow with internal and external messaging, powerful automations, and constant connectivity across financial markets.
Enhanced Directory
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.
Microsoft Teams Interoperability
Combine Symphony Messaging and Microsoft Teams, to enable seamless collaboration without switching platforms. Connect to the market and external consumer channels like WhatsApp directly from Microsoft Teams.
Cloud9
Connect with team members through enterprise-wide intercom functionality for internal support across research, operations and compliance teams.
Virtual Number
Consolidate and capture business interactions in one dedicated phone number enabling compliant mobile communication across channels.
Research Authoring
Create and curate discoverable content with a comprehensive tagging solution that applies accurate and consistent entity and thematic tags on a granular level.
Messaging Analytics
Aggregate and visualize messaging data with easily digestible Dashboards to extract insight and identify patterns for optimizing workflows.
Voice Analytics
Transcribe voice trading interactions and extract detailed analysis to improve efficiency, informing strategic decisions and simplifying risk management.
Integrations
Instantly access critical tools to-and-from Symphony Messaging, fostering a seamless flow of information, limiting errors and empowering teams to work more efficiently.
Bots & Agents
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 demo: Simplifying off‑channel communication
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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Meeting the security requirements of the insurance industry
A trusted global community built on security
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.
An in-depth exploration of the challenges and opportunities.
Insurers face a dual challenge: outdated systems and fragmented communication. With customer expectations shaped by messaging apps and AI, redefining communication is crucial for their strategic success.
Key topics include:
- The core technology and business challenges faced by the insurance industry
- Changing consumer expectations influenced by modern communication
- Solutions for modernization through investments in AI
Symphony is recognized as one of the most innovative technology companies for the insurance industry.
Empowering compliance-focused client interactions. See how our Insurance clients use our services.
Related resources
Symphony is trusted across financial services
Request a Demo
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 apps, agents & bots