Compliance Officers can monitor SMS conversations live.
Monitor keywords and terms. If an expression is used in a SMS message, it can be logged, trigger an alert or be blocked.
All conversation history can be easily exported to e-communication repositories or trader surveillance systems.
Company disclaimers can be automatically inserted into employee SMS conversations.
Greater engagement by reaching clients where they are, or drive traffic to your platform or portal – use text to push links to content and updates (and once there differentiate with Symphony chat and bots embedded).
Text is a more natural, conversational method of communication. Enhance relationship management with highly personalized responses, availability and support.
SMS is so immediate and effective it can be used as an alert channel to send urgent notifications and time sensitive requests.
Streamline routine queries and requests with automation using Symphony bots to free up time to deliver high-touch value.
Send SMS 1:1 or to multiple contacts at once.
Service low-level requests, interactions and onboarding.
Onboard/offboard directly via the Symphony UI or in bulk via APIs.
Message secure URL links for the recipient to download documents.