Olivier Poupeney, Global Head of Platform Solutions at Symphony and Mike Scannell, Platform Solutions Lead at Symphony discuss the role of bots in the digital workspace, today and in the future. Presented live at HKEX Connect Hall in Hong Kong on 7 June.

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THE FUTURE
OF BOTS
SYMPHONY PLATFORM SOLUTIONS

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THE FUTURE OF BOTS
INTRODUCTION
Usage: Bots are used for a lot of different
purposes & workflows across offices
Architecture: Bots are the integration piece
between the user and the backend
Innovation: Bots are weapons in a
Digital Transformation strategy

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Definition
Create private conversations between two or more team members
User to Bot Conversations
A conversation initiated by a user to request information from a bot: User ->
Bot -> User
Ex: get quote for AAPL -> AAPL price today is $175.54
Bot to User Conversations
A conversation can be initiated by a bot to automatically transmit information
to users: Bot -> User
Ex: Please find attached the last recommendations on equities:
eqy_recommendation_march_2018.xls
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THE FUTURE OF BOTS
SHORT-TERM CONVERSATIONS

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THE FUTURE OF BOTS
UPCOMING TREND: LONG-TERM CONVERSATIONS
Definition
A long-term conversation refers to an exchange of information between
2 users over multiple back and forth
User to Bot Conversations
A conversation initiated by a user to request information from a BOT:
User -> Bot -> User -> Bot -> User -> ...
Rich Conversations
A message can include more than just rich text; bots work as mini-apps
that users can interact with
Understanding the user & the need for persistent #workflow #automation #process

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THE FUTURE OF BOTS
RISKS IN LONG-TERM CONVERSATIONS
Objective of Bots
Do more, faster and better
Misunderstanding
Bot does not understand correctly -> User Frustration
Incomplete Workflow
Missing Data/Information -> No decision
Incomplete workflow leads to a broken user experience

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THE FUTURE OF BOTS
TARGETED ARCHITECTURE
Reach & Integrate More Apps
Capacity to reach more apps will increase the level of automation
Platform vs. Development
Reusability is a key factor to success. Build the platform first.
Lifecycles of bots are different than regular applications
Bot App
Process
context DB
APIs
AI

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THE FUTURE OF BOTS
SYMPHONY PLATFORM SOLUTIONS
SYMPHONY
SYMPHONY APIs
API CLIENT
PROCESS LAYER
EXPERIENCE LAYER
BUSINESS LAYER
Business
Process
Management
OMS
CRM
...
Bot App
AI

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THE FUTURE OF BOTS
UNCOVER NEW NEEDS
Improve Decision Making
Add business rules to bot automated processes
Enrich the Way People Work
Bots in and for smarter processes
Communication Platforms like Symphony are the Backbone
• The modern UI to provide the most efficient UX
• New architecture, Artificial Intelligence
• Bots are the modern way to develop applications

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10. © Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information
Initiation and resolution of Indication of Interest (IOI) requests is error-
prone and slow due to switching between email, spreadsheets, OMS,
and EMS. Speed up and simplify the process for initiating and resolving
IOI requests by connecting fragmented tools with the an IOI bot.
Buy- and sell-side teams can leverage this bot to:
● Broadcast available inventory of a security to buy-side clients
● Receive, negotiate, and send a price to counterparts
● Convert the details of the agreed-upon security into a FIX format for
ingestion into the sell-side EMS
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EXAMPLE
IOI BOT

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Sales teams lack an easy way to input information like deal size into Customer relationship
management (CRM) applications like Salesforce while on the go. With Symphony, sales
managers send IMs to a bot to update client information within Salesforce. This can be
done anytime, anywhere with the Symphony desktop or mobile client.
Leverage this integration framework to enable your sales teams to:
● Automatically update client information within Salesforce
● Receive real-time account status updates from a bot
● Be notified when the status of an opportunity changes in Salesforce, a finance executive
approves a discount, or a deal moves from negotiation to execution documents
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EXAMPLE
SALESFORCE INTEGRATION

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Managing client portfolios is time-consuming and has high risk
for error. Symphony’s Portfolio Alert Bot will enable trading
teams to receive proactive portfolio notifications & provide
exceptional customer service.
Customize a bot like this to enable your trading teams to:
● Receive alerts in the form of interactive widgets when it’s
time to rebalance a portfolio
● Send details to external EMS and OMS platforms to execute
trades
● Automatically distribute trade details & confirmations to
clients & colleagues
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EXAMPLE
PORTFOLIO ALERT BOT