Non-compliant employee use of unauthorized communication channels, such as text messaging on their personal mobile device, has led to regulatory scrutiny, hefty fines and reputational risk across financial services. Federation is Symphony's solution that extends connectivity from Symphony Messaging to client preferred apps, such as WhatsApp, WeChat, SMS, and more, enabling compliant off-channel messaging across platforms.
The SMS Federation channel enables you to immediately reach clients on their personal mobile devices, even if they are not using Symphony Messaging or a real-time messaging tool.
Through this channel, Symphony provides record-keeping of SMS communications, as well as real-time surveillance and expression filtering for keywords in text message exchanges. Additionally, conversation histories can be easily exported to e-communication repositories or trader surveillance systems.
You can send SMS 1:1 or to multiple contacts at once, add automation with bots and service low-level requests such as interactions or onboarding, as well as send secure URL links for recipients to download documents and attachments.
Full details on the SMS Federation channel can be found in the Federation SMS documentation on Symphony Docs.
If you require further assistance on SMS, please contact the Symphony Support team at support@symphony.com