The only fully open, scalable, and secure collaboration platform purpose-built for global markets – enabling efficient workflows and compliant communication
Platform
Suite of modular collaboration capabilities accelerates communication
Embedded Collaboration
Leverage Symphony’s capabilities in your platforms and portals
Directory
Find and connect to counterparties to increase transparency, reduce friction and accelerate communication
ESN Case Study
European Securities Network uses Symphony’s collaboration platform to create a compliant channel for members to connect with cross-company parties in real time.
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Federation
Communication without compliance headaches
Connect to WhatsApp, WeChat, SMS, LINE & Voice from Symphony to enhance client engagement and help meet regulatory recordkeeping requirements
Overview
Client engagement without sacrificing compliance
Mobile Recording
Capture client engagement across corporate and personal mobile devices
WhatsApp
High-touch communication on the world’s number one messaging app
WeChat
Compliance-enabling inroads to China via its preferred platform
SMS
Speed, reliability and recordkeeping on a high impact channel
LINE
Secure business outreach in Japan and Asia
Simplifying Off-Channel Communication
Reduce the guesswork (and potential for fines) when it comes to off-channel communication with clients. Representatives from JP Morgan Private Bank and Bank of America discuss their use cases at Symphony Innovate.
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Voice
Cloud-based voice collaboration
Compliance-enabling and scalable voice technology maximizes efficiency by defragmenting communication and connecting traders and trader-adjacent teams instantly
Cloud9
Eliminate communication silos and provide instant voice connectivity
Instant Voice
Dynamic voice connectivity between Symphony and Cloud9
Cloud9 Desk
Trader-adjacent connectivity with global intercom across internal teams
Cloud9 Trader
Full-featured turret replacement with maximum external connectivity
Bringing Insights to Trader Voice
Watch how Symphony leverages AI capabilities like summarization and voice analytics to provide real-time actionable insight and workflow efficiencies for traders and trader-adjacent teams.
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Video
Start and join video meetings from Symphony
Facilitate productivity, collaboration and effective co-working with leading video conferencing platforms integrated alongside Symphony chats and rooms
Zoom
Keep collaborating in Symphony while joining or hosting Zoom meetings
Microsoft Teams
Retain Symphony workflow context during Teams Video meetings
Fireside Chat: A Conversation with the Global CIO of Zoom
At Symphony Innovate, CPO of Symphony, Michael Lynch, and the Global CIO of Zoom, Harry Moseley, sit down to discuss the impact of digital work and the future of technology.
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Data & Analytics
Discover the hidden truths in your data
Transform information overload into actionable intelligence from regulatory filings, earnings call transcripts, news coverage, social media activity, research reports, and more
Amenity Analytics
Unlock market-moving insights with ESG, Key Drivers, Tagging, and On Demand Data
ESG
Transparent ESG products for investors, insurers & corporate sustainability teams
Key Drivers
Analyze risk and performance in financial documents using key fundamental factors
Research Tagging
Create and curate discoverable content with highly accurate thematic and topical tagging
ESG Spotlight: Clean Tech, Geothermal Lead Q4 Earnings and News
Our news data reveals that geothermal power has seen an uptick in recent months from key players in energy and industrials, which comes on the heels of some interesting proposed U.S. legislation.
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Integrations
Essential tools to streamline workflows
Connect your everyday systems to Symphony to improve efficiency, reduce context switching and mitigate manual tasks
Enterprise Integrations
Enterprise software bi-directionally integrated with Symphony
Apps & Bots
100+ apps and 1.5K+ bots to help streamline and automate workflows
FIA Tech
A demo of FIA Tech’s integration of the Databank Network into the Symphony platform which expands data accessibility and provides users with ease of use to query and receive notifications.