Choose your mode

There are 2 modes available on Symphony - Essential Collaboration or Capital Markets. Each mode has unique defaults and, in some cases, features designed to help users get the most out of Symphony. 

 

Essential Collaboration mode

  • Built for those in development, IT and day-to-day operations at financial services firms.
  • Key features such as a clean and simple interface, choice between light or dark visual theme, tabs for multitasking, configurable workspaces and pinned chats (Figure 1):

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Figure 1 Essential Collaboration mode

 

Capital Markets mode

  • Built for those who work in capital markets and/or collaborate with clients or other external contacts on Symphony.
  • Key features such as a dark, condensed visual theme and notification sounds enabled by default, built-in workspace exclusively for external chats, separate chat lists for individual workspaces, timestamps automatically enabled and an Activity Feed open to monitor all incoming chats (Figure 2):

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Figure 2 Capital Markets mode

 

Choose your mode by following these steps:

 

1. In Symphony, select the Settings icon (Figure 1):

 

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Figure 1 Settings

 

2. Select the General tab.

 

3. Select Essential Collaboration or Capital Markets. (Figure 2):

 

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Figure 2 Modes