Optimize your client journey, collaborate and connect with Symphony
users on the platform
institutions served by Symphony
Serving over half a million users and 1,300 institutions, Symphony is the leading choice in providing scalable and interoperable technology. Bringing Symphony’s four platforms together, wealth and asset management firms can benefit from efficient operations, collaborate using SMS, WhatsApp and other popular messaging apps, inform decision-making with charts and data analysis, and connect to Salesforce to update client data – with compliance-enabling communications.
Solving the challenges of the wealth & asset management sector
Respond quickly to market dynamics leveraging agile and compliance-enabling communication technology, with a seamless workflow built for client engagement. Drive efficiencies in operations and organizational productivity.
Optimize the client experience and capture value with real-time mobile messaging and collaborate with clients on their preferred channels. Ensure personalized and quality advisor time, sharing the latest market insights and portfolio updates.
Deploy smart integrations for CRM to manage client information, onboard advisor contacts via bots, and connect to apps to streamline data management and elevate marketing and communication strategies.
Symphony solutions that empower wealth & asset management firms
Bringing Symphony’s four platforms together, wealth and asset management firms can benefit from efficient operations, collaborate using SMS, WhatsApp and other popular messaging apps, inform decision-making with charts and data analysis – and connect to Salesforce to update client data – with compliance-enabling communications.
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.
Federation
Engage clients in their apps by connecting popular mobile communication channels like WhatsApp in a compliance-enabling interface.
Embedded Mode
Leverage Symphony’s Messaging platform within your own or third party applications and portals – helping embrace interoperability and drive workflow efficiency.
Symphony Messaging
Build a seamless workflow with internal and external messaging, powerful automations, and constant connectivity across financial markets.
TradingView
Empowering advisors to make informed decisions faster by bringing real-time market data, charting tools, and collaborative workflows into a single, seamless environment.
Integrations
Instantly access CRM applications to-and-from Symphony to manage client information, and limit data entry errors with automated processes to work more efficiently.
Apps & Bots
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 HSBC Demo: HSBC GPB Chat Integration with Symphony Messaging & WhatsApp
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.
Videos not loading? Check that you’ve accepted cookies or watch all on Vimeo directly here
Meeting the security requirements of the wealth management industry
A trusted global community built on security
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.
Get started with Symphony
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 integrations, apps & bots