Connect with your clients on WhatsApp and SMS
users on our platforms
institutions served by Symphony
Empowering the world’s leading wealth managers
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.
The value we bring
Multi-channel global connectivity
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.
Intelligent communication
Advisors can unify and drive collaboration across research, portfolio and investment teams by querying client interactions across channels for rapid analysis.
Security by design
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.
Ease of integrations
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.
The value we bring
Streamlining client engagement
Advisors can use streamlined communication capabilities to reach clients with a unified, secure communication platform experience, built for financial services compliance.
Smart CRM integrations for communication
Enabling client notifications, disclosures and service updates with seamless coordination for advisor-client workflows.
Connectivity and collaboration for global teams
Federation offers multi-channel connectivity for global service teams and operations that require fast, modern communication workflows across the organization.
Workflow automation for supervision at scale
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.
The value we bring
Multi-channel global connectivity
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.
Modern wealth advisory for next-generation audiences
Advisor communications can now be personalised, with voice, data and insights shared through instant outreach.
Streamlined communications for collaboration with your partners
Federation connects the ecosystem of legal, custodial and specialist partners that you work with, for streamlined and interoperable communications in one secure interface.
Compliance simplified
Archiving of messages is enabled to meet compliance and regulatory expectations, so advisors can focus on relationship building.
Key benefits for wealth management professionals
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.
Discover our capabilities
Find out how our interconnected platforms for Messaging, Voice, Directory and Analytics support the needs of wealth management firms.
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.
Microsoft Teams Interoperability
Combine Symphony Messaging and Microsoft Teams, to enable seamless collaboration without switching platforms. Connect to the market and external consumer channels like WhatsApp directly from Microsoft Teams.
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.
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.
Bots & Agents
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 and 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.
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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.
Our Wealth Management Trust white paper series explores why modern communication technology is now essential:
- Changing client expectations from the Great Wealth Transfer
- How global wealth managers and dealer-brokers are navigating change
- The tailored strategies of multi-family offices and high-touch advisory firms
We outline a framework for firms navigating agentic AI, regulatory compliance and client expectations:
- Leverage AI to modernize communication across organizations
- Scope AI and automation to meet the needs of RIAs
- Adapt to AI governance and safety regulations
Symphony is recognized as one of the most innovative technology companies for wealth managers navigating a rapidly changing landscape.
Related resources
Symphony is trusted across financial services
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 apps, agents & bots