Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

The New Digital Workplace: 'Day in the Life' Workflow and Live Demos

308 views

Published on

Symphony partners and customers walk through a 'day in the life' with bots and integrations on the Symphony platform.

Workflow demos presented by:
- Leah Cohen-Shohet, EVP of Growth & Adoption, Symphony
- Chris Rodriguez, Global Head of Workflow, Symphony

Special appearances by:
- Brittany Garland, Director, Counterparty Manager, IHS Markit
- Gavin Romm, Portfolio Manager - High Yield, AllianceBernstein
- Aadi Thayyar, Senior Vice President, AllianceBernstein
- Joshua Carroll, Director, Global Head of Market Data Operations, Engineering & Development, RBC Capital Markets
- Ziad Iskandar, Head of Digital Solutions, Global Markets, Americas, BNP Paribas
- Louis Rosato, Director – Investment Operations, Global Business Strategy and Relationship Management, BlackRock

Presented live on October 3, 2018.

Published in: Technology
  • Be the first to comment

  • Be the first to like this

The New Digital Workplace: 'Day in the Life' Workflow and Live Demos

  1. 1. Leah Cohen-Shohet EVP of Growth & Adoption Chris Rodriguez Global Head of Workflow
  2. 2. © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information EFFICIENCY ACCURACY EMPLOYEE EXPERIENCE © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  3. 3. Day in the Life Onboarding Trade Ideas Liquidity Post-Trade © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  4. 4. Brittany Garland Director, Counterparty Manager © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  5. 5. Day in the Life Onboarding Trade Ideas Liquidity Post-Trade © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  6. 6. Gavin Romm Portfolio Manager - High Yield © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  7. 7. Day in the Life Onboarding Trade Ideas Liquidity Post-Trade © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  8. 8. Josh Carroll Director, Global Head of Market Data Operations, Engineering & Development © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  9. 9. © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information Neptune AB internal feed AutoMatch AB Chat Room AB internal AB-RBC Chat Room (Bots only) AB internal feed HaloCredit Trading Component Feedback Ticket via Salesbook Alerter Tradebook UI IOI pop-up Poll every x sec for IOI RBC Trader Response IOI & Trader Response IOI/IOI Response Trade Response IOI/IOI Response_ Poll every x sec for IOI _ IOI & Trader Response_ AutoMatch AB internal feed Trader Response_ Voice call to Alliance_ 1 IOI Request_ Neptune AB Trader AB Chatroom AB-RBC Chatroom (BOTs only) RBC’s Chat Bot Listener RBC Trader Response_ HaloCredit Trading Component Feedback Ticket via Salesbook Alerter Tradebook UI IOI pop-up RBC Trader RBC Salesperson UI 2 3 4 5 6 5 8 7 IOI Request RBC Salesperson RBC Trader Voice call to Alliance 1 2 3 4 5 5 7 6 8
  10. 10. Day in the Life Onboarding Trade Ideas Liquidity Post-Trade © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  11. 11. Ziad Iskandar Head of Digital Solutions, Global Markets, Americas Louis Rosato Director – Investment Operations, Global Business Strategy and Relationship Management © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
  12. 12. © Cop© Copyright 2yright 2001188 Symphony Communication SerSymphony Communication Services, LLvices, LLC — PrivC — Private and Confidential – Prate and Confidential – Proprietaroprietary Informationy Information
  13. 13. © Cop© Cop© Copyright 2yright 2yright 2000111888 Symphony Communication SerSymphony Communication SerSymphony Communication Services, LLvices, LLvices, LLC — PrivC — PrivC — Private and Confidential – Prate and Confidential – Prate and Confidential – Proprietaroprietaroprietary Informationy Informationy Information

×