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Symphony

Messaging, Voice, Directory, and Analytics Software for the Financial Services Industry

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Overview

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Symphony is a leading secure communication and collaboration platform purpose-built for the financial services industry. It transforms how users communicate efficiently and securely through a single workflow application, connecting critical market workflows. With four interconnected solutions—Messaging, Voice, Directory, and Analytics—Symphony is trusted by over half a million users across more than 1,300 institutions, including top global asset managers and investment banks. The platform ensures secure, end-to-end encrypted communication, file sharing, and real-time collaboration tailored for financial professionals worldwide.

How It Works

  • Symphony Messaging:
    • Secure, external workplace messaging designed for financial markets.
    • Enables encrypted chat-based collaboration, integrates with 100+ apps, and automates workflows through 1,500+ bots.
    • Connects with popular chat apps for compliant, borderless client communication.
  • Symphony Voice:
    • Fast, flexible voice communication featuring wireless connectivity and Cloud9 trader voice capabilities.
    • Comprehensive implementation and support services included.
  • Symphony Directory:
    • Secure, customer-verified network for financial market professionals.
    • Enables users to efficiently find and contact counterparties with rich, industry-specific profiles.
  • Symphony Analytics:
    • AI-powered market intelligence and communication insights.
    • Securely leverage AI to support capital market strategic decisions.
Additional workflow enhancements:
  • Embedded collaboration within existing apps and platforms.
  • Compliant messaging on client-preferred channels (e.g., WhatsApp, SMS), with auto-recording and compliance support.
  • Open APIs for extensive integrations and automations, reducing email dependency and connecting teams and tools.

Use Cases

Client Engagement & Communication
Engage with clients securely on preferred channels, including WhatsApp and SMS, with communications automatically recorded for regulatory compliance.
Financial Transaction Workflows
Transfer transaction data securely and streamline post-trade issue resolution, enabling efficient settlement and escalation processes.
Market Intelligence & Team Collaboration
Distribute market research in real time, leverage AI analytics for capital markets insight, and facilitate encrypted internal team collaboration.

Features & Benefits

  • End-to-end encrypted messaging for secure data
  • Data Loss Protection (DLP) for real-time message surveillance
  • Support for multiple data residency options (GDPR compliance)
  • Borderless client communication with global reach
  • Rich, industry-specific profiles in Directory
  • Fast and flexible voice communication (Cloud9, wireless connectivity)
  • Integration with 100+ apps and 1,500+ bots via open APIs
  • Embedded collaboration directly within existing apps
  • Archival record compliance with third-party integrations
  • Enterprise-class administration tools
  • Stability and resilience for business continuity
  • Controls for secure external communication

Target Audience

  • Financial Institutions: Banks (including top global investment banks and asset managers) and firms of all sizes
  • Financial Market Professionals: Traders, operations, sell-side, and buy-side professionals involved in transactions
  • Compliance-focused Organizations: Teams needing strict communication recording and data security
  • Efficiency-driven Professionals: Users aiming to streamline workflows and integrate tools

Pricing

  • Premium, quotation-based pricing tailored to organisational needs
  • Median annual cost: £4,800 (covers approx. 20 user licences)
  • Minimum annual spend: £4,800
  • Contact Symphony directly for detailed quotations

FAQs

Is Symphony secure for financial communications?

Yes, Symphony is built with a strong focus on security, offering end-to-end encryption for all messages. It includes robust data loss protection, active surveillance, and flexible deployment options to secure your communications.

What platforms does Symphony support?

Symphony is accessible on browsers, as mobile apps (Android/iOS), and desktop applications (Windows and Mac), providing seamless multi-device access.

Can Symphony integrate with other business applications?

Absolutely. Symphony leverages open APIs to enable integration with over 100 apps and 1,500 bots, streamlining workflows with market, productivity, and communication tools.

How does Symphony help with regulatory compliance?

Symphony provides features like active surveillance, data loss protection, and internal/external expression filters. It also offers integration with archival solutions for long-term retention of messages and calls.

Can I communicate with external clients using Symphony?

Yes, Symphony supports borderless external communication on channels such as WhatsApp and SMS, with all conversations recorded to support compliance.

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