JAN 2017

CROSS-COMPANY COMMUNITY
WEEK OF MARCH 27, 2017

How are teams using Symphony?

Sales and Operations teams are using Symphony for faster client onboarding by using
chat rooms to share new requests, assign follow-ups, and track progress

1) An Institutional Sales Lead

alerts her team that theyve won
the new small cap mandate for
a state pension fund. She tags
#newclientonboarding and
#StatePensionFund in her chat

2) Fund Operations see this

message in the same chat
room. Sales no longer has to
start a separate email thread
and Fund Ops has full context

3) Fund Ops can quickly process

the onboarding request. From
the same platform, they can
also liaise with the Custodian.
All chats are now in one place
and easily searchable

4) Fund Ops can send updates on

#StatePensionFund that the
Sales team can follow. The
client can be notified when the
assets are transferred

5) Keeping all parties in the loop

and reducing complicated email
workflows accelerates client
onboarding

What content tags are suggested this week?

Recurring Operations Suggested This Week

#marketmoving #IMPORTANT #earnings #IPO

#clientonboarding #ops #tradeconfirm #ratehike #OPEC #supplycut $IBM #blockchain
#investmentgrade #HY #junkbond #munis
#clientxyz #tradebreak $VOD $IDEA #merger $INR #wiretap #Russia
$USD $EUR $JPY #forex
March 27, 2017
 JAN 2017
CROSS-COMPANY COMMUNITY
WEEK OF MARCH 27, 2017

Key
Live
Contingency (Select Users, or Upon Request)
Recently Added (Yellow Outline = Select Users; Green = Full Desk)

Regions & Asset Classes: Sell-Side & IDBs

(blank)
Coming Soon
Pending further details

Equities FX Fixed Income Commodities Operations

Comments
Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia
ABG Sundal Collier
BAML
Bay Crest Partners Select Users
Berenberg
BNPP CIB Initial group
BNY Mellon

Celera Markets
CIMB Initial group
Citi
CLSA Initial group
Credit Suisse + Prime Svcs
Deutsche Bank
Dinosaur Securities
Exane SA
Goldman Sachs + Prime Svcs; Select Users in Ops
HSBC
Upon Request, IRS, Options,
TP ICAP
Inflation, Delta 1, G10 FX
Jefferies
JP Morgan
KCG
Kempen & Co N.V.
Kepler Cheuvreux Select Users
Liberum
MainFirst Bank
Mariana
Morgan Stanley Upon Request
Natixis Cash Equity, Equity Derivatives
OTCex
RBC
Redburn
Sanford C Bernstein
Societe Generale
Tradition Cash Equity
UBS Coming soon, April
VCM
Wells Fargo
XP Securities

Regions & Asset Classes: Buy-Side

Equities FX Fixed Income Commodities Operations
Comments
Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia
Aberdeen AM
Alliance Bernstein Select Users
Balyasny
BlackRock Upon Request
Boston Company Partial Trading Desk
BNPP IP

Boston Partners

Brevan Howard Ops + PB

Citadel
Deutsche AM Select Users
Discovery Capital Upon Request
Exane AM
Gelber

Graticule Live in Tech

JP Morgan AM Select Users
Kingdon Capital Equity Trading
Liberty Mutual Trading Desk
Linear

Lyxor
Maverick Treasury, HF Accting, Trading
Natixis AM
Putnam
T.Rowe Price

Regions & Asset Classes: Tech & Other

Equities FX Fixed Income Commodities Operations
Comments
Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia Amers EMEA Asia
Broadridge
Chart IQ
CJC
Dow Jones Coverage teams
Factset
Markit
Tradeweb
Virtu