Powerful messaging in your existing tools
Embed Symphony’s Messaging platform in applications, platforms and portals
Markets rely on technology to drive innovation. Combining tools can be difficult, resulting in fragmented workflows or missed efficiencies.
With Embedded Mode, leverage the secure and compliance-enabling capabilities of Symphony’s Messaging platform within your own or third party applications and portals – helping embrace interoperability and drive workflow efficiency, access, and innovation.
Symphony is trusted across financial services
Why embed Messaging in your existing applications?
Improve workflow efficiency and reduce the lag of switching between applications, driving greater organizational productivity.
Access the community, functionality, and security of Symphony’s Messaging platform without ever leaving your preferred tool.
Drive new workflows and ways of working by connecting your technologies and fostering a culture of innovation through interoperability.
How it works
Embedded Mode puts the power of Symphony’s Messaging Platform into your applications, allowing users to instantly create secure chats, share time-sensitive information, or automate workflows without having to leave the platform they are currently using.
Message or share information in the context of deals or investments, bridging the gap between financial workflows and communication
Respond to inbound queries or run outbound engagement while keeping key information on hand, helping deliver best-in-class client engagement
Rapidly identify and resolve post-trade issues by seamlessly escalating to the right contact leveraging Symphony’s Enhanced Directory.
“Embedded Mode, combined with NatWest’s Agile Markets, is creating a customer experience that is truly immersive.”
Theodore Sirota
NatWest Markets
See how customers are using Embedded Mode
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Agile Markets platform serves 6,000+ clients and internal teams. Embedded Symphony capabilities enable instant connection with NatWest members. Private chat rooms facilitate information sharing, discussions, and issue resolution, enhancing efficiency and reducing error risk.
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Citi Velocity offers content, data, and analytics to institutional clients; and empowers direct connection with Citi representatives for real-time research info while end-to-end encryption ensures secure communication.
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Embedding Symphony Messaging in Broadridge’s NYFIX Matching platform has simplified allocation matching and swift settlement construction for T+1. Enabling buy-side clients to quickly resolve rejected or mismatched trades with brokers in seconds, streamlining the entire exception management process.
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With Symphony Messaging embedded in DTCC’s central matching platform, investment managers and broker dealers collaborate instantly and directly with their counterparties in the CTM® user interface – reducing context switching and streamlining trade matching and confirmation.
Interactive demo
Try Symphony Messaging in Embedded Mode for yourself
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Features & benefits
Secure messaging, video, and file sharing happens instantly between Symphony Messaging and third party applications.
Maintain security and compliance in line with Symphony’s Messaging platform capabilities.
Customize how and with whom end users are able to interact with open and closed networks.
Embed a streamlined messaging module or a full-fledged instance of Symphony Messaging based on your needs.
Use single sign-on (SSO) to help users log in to Symphony’s Messaging platform quickly and securely.
Leverage a suite of APIs for seamless transfer of data between technologies, helping drive innovation.
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


