Text message or short message service (SMS) is one of the most effective communication and engagement channels. SMS enables you to immediately reach clients who are not on Symphony or who lack a real-time messaging tool and do so in the most convenient and preferred place for them, on their phone.
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.