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Connecting the Dots: Multi-channel Private Wealth Management Workflows

Symphony Innovate 2021

At Symphony Innovate 2021, Symphony’s CPO, Michael Lynch, and Product Lead, Rachna Srivastava, demonstrate private wealth management workflows involving Symphony for WhatsApp and the Zoom integration. They discuss how security and compliance enables relationship managers to reach their customers where they want to be reached.  

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This content features products and functionality that are offered or being developed by Symphony at the time of recording. Future availability is subject to change.