Connect with your clients on WhatsApp and SMS
users on our platforms
institutions served by Symphony
Respond quickly to market dynamics, leveraging compliance-enabling communication technology built for client engagement.
Engage and collaborate with clients using real-time mobile messaging on their preferred channels, and personalize communications.
Deploy smart integrations for CRM to manage client information, onboard advisor contacts, and connect to apps to streamline data management.
Find out how our interconnected platforms for Messaging, Voice, Directory, and Analytics support the needs of wealth management firms.
Build a seamless workflow with internal and external messaging, powerful automations, and constant connectivity across financial markets.
Empowering advisors to make informed decisions faster by bringing real-time market data, charting tools, and collaborative workflows into a single, seamless environment.
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.
Engage clients in their apps by connecting popular mobile communication channels like WhatsApp in a compliance-enabling interface.
Leverage Symphony’s Messaging platform within your own or third party applications and portals – helping embrace interoperability and drive workflow efficiency.
Instantly access CRM applications to-and-from Symphony to manage client information, and limit data entry errors with automated processes 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.
HSBC demonstrates how HSBC’s GPB Chat integrates with Symphony Messaging to connect Global Private Banking clients with their relationship managers allowing HSBC clients to communicate, receive market information, and discuss authenticated trades through familiar apps like WhatsApp from anywhere.
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Symphony’s strict data security and privacy policies ensure that firms retain control of their data. Customer data is protected with end-to-end encryption within the Symphony platform, whilst content filters and security controls, maintain our resilient architecture, mitigating the risk of off-channel communication for our borderless community.
Our modular technology – built for global finance – enables over 1,000 institutions to achieve enhanced data security, navigate complex regulatory compliance and optimize business interactions.
The Digital Operational Resilience Act (DORA) is now in effect as of 17 January 2025. Broad in scope, this landmark legislation represents a major step in strengthening the cyber resilience of financial entities across the EU. Market participants, along with critical information and communications technology (ICT) providers, are subject to direct regulatory oversight and must comply with extensive technical, reporting, and governance requirements.
Traditional modes of communication are being rejected by financial clients in favor of convenient messaging apps such as WhatsApp, WeChat, SMS and LINE. Without the right technology, regulators don’t have oversight to these mobile messaging apps, therefore making them ‘off-channel’. To satisfy commitments to both the regulator and demands of their clients, Ark Capital Management decided on Symphony’s Federation product as its communications solution.
Data security and regulatory controls grow more important every year, due to increasingly sophisticated hacking groups, generational shifts in technology and the massive financial fines imposed by the regulators in cases of non compliance with data-handling requirements. The pressure is on for trusted partners that deliver robust data security that prioritizes cryptographic protection, offers purpose-built security solutions, and fosters a culture of collaboration and transparency.
We're happy to answer questions and get you acquainted with Symphony and our Messaging, Voice, Directory and Analytics platforms.