Connect with your clients on WhatsApp and SMS
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institutions served by Symphony
Symphony provides secure, compliant solutions for leading wealth managers to enhance communication and client engagement workflows, enabling them to scale personalized service while maintaining trust.
For enterprise global providers, we provide automation and scale to complex workflows with secure client connectivity in one unified communication environment.
Federation offers instant and seamless access to end-clients through their preferred channels, including WhatsApp, WeChat, SMS and LINE, all within a compliance-focused interface.
Advisors can unify and drive collaboration across research, portfolio and investment teams by querying client interactions across channels for rapid analysis.
Our secure infrastructure provides a framework for compliance. Providing audit and capture of messages and workflow communications, to align with policy, supervisory controls for jurisdictions and teams and archiving to automate administrative burden.
Integrations with existing wealth management technologies and systems, allowing firms to extend the value of CRM, OMS and portfolio management without disruption.
We deliver a modern communication infrastructure to support industrial-scale broker-dealer operations. Automating and enhancing advisory workflows with multi-channel communications whilst embedding compliance.
Advisors can use streamlined communication capabilities to reach clients with a unified, secure communication platform experience, built for financial services compliance.
Enabling client notifications, disclosures and service updates with seamless coordination for advisor-client workflows.
Federation offers multi-channel connectivity for global service teams and operations that require fast, modern communication workflows across the organization.
Managers can apply consistent policy enforcement and minimize exposure to off-channel communications, (with Federation) for modern advisor communications. Avoiding manual logging and audit capture of thousands of messages to reduce administrative burden and focus on clients.
We offer modern client-first communication capabilities that build trust and ensure compliance. Advisors can meet clients on their chosen channels with personalized communications.
Federation offers instant and seamless access to end-clients through their preferred channels, including WhatsApp, WeChat, SMS and LINE, all within a compliance-focused interface.
Advisor communications can now be personalised, with voice, data and insights shared through instant outreach.
Federation connects the ecosystem of legal, custodial and specialist partners that you work with, for streamlined and interoperable communications in one secure interface.
Archiving of messages is enabled to meet compliance and regulatory expectations, so advisors can focus on relationship building.
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.
Symphony enables seamless communication with Microsoft Teams users, both within and between organizations. Eliminating friction and keeping conversations in one place.
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.
Wealth management is entering a decisive moment. As the Great Wealth Transfer accelerates and digital-native clients redefine expectations, firms face growing pressure to modernize how they engage, advise and communicate without compromising trust, security or regulatory discipline.
Download the white paper to understand the strategies, risks and opportunities shaping the future of client engagement and what it will take to compete for the next generation of wealth
Key topics include:
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.