Symphony Surveys Integration

Connect Responsly to Symphony to deliver structured surveys through the secure, compliant messaging platform used by financial services — meeting regulatory requirements while capturing structured feedback from traders, bankers, and compliance teams.

Distribute Responsly surveys via Symphony for compliant, secure messaging in financial services

Symphony is the secure, compliant messaging and collaboration platform for financial services — banks, asset managers, hedge funds, trading firms. Responsly integrates for structured feedback delivery in the regulated environment where consumer chat tools can’t operate.

For financial services firms running Symphony, this integration enables compliant survey distribution directly in the platform where employees and counterparties collaborate.

Where Symphony and Responsly combine

Employee pulse surveys

Internal pulse and engagement surveys via Symphony reach employees in the platform they use daily. Higher response rates than email; compliance-grade records.

Post-trade desk feedback

Trading desks running structured post-trade or post-session retrospectives capture feedback via Symphony. Patterns inform risk and operations improvements.

Compliance training assessment

Structured assessments for compliance training delivered via Symphony. Completion tracked; results aggregated; regulatory records preserved.

Client relationship surveys

Cross-firm Symphony connections enable structured client relationship surveys — buy-side feedback on sell-side service, for example.

Research and IB outreach

Research teams and investment banking bankers soliciting structured feedback from clients via Symphony get higher response rates than email.

Technology feedback

Technology teams rolling out trading-system changes gather structured feedback from traders via Symphony. Rollout quality improves with evidence.

Setup

Build the Responsly survey.
Configure Symphony bot or app integration for Responsly.
Distribute survey links in Symphony messages.
Test compliance record-keeping aligns with firm policies.
Aggregate response data in Responsly; preserve appropriate records.
Close the loop with respondents when findings drive action.

Practices

Respect compliance. Align retention and handling with firm policies.

Keep surveys short. Financial-services respondents have limited time.

Localize for cross-border teams. Global desks need translated surveys.

Document rollouts. Technology and process changes benefit from structured feedback records.

Close the loop. Action on feedback communicated back through Symphony.

Structured feedback in regulated environments

Connect Responsly to Symphony and financial services firms gain compliant, platform-native feedback distribution. Employees, counterparties, and clients get surveys where they work — in the messaging platform designed for their regulatory environment. For automation tools that can route Symphony feedback to your data pipeline, see Make or n8n. For employee pulse survey best practices applicable to financial services teams, see our pulse survey guide.

Great for

App details

Symphony Integration FAQ

What is Symphony?

Symphony is the secure messaging and collaboration platform designed for regulated financial services — banks, asset managers, trading firms. It meets regulatory messaging requirements and is widely adopted across the buy-side and sell-side.

Why survey via Symphony?

Financial services professionals use Symphony daily; it's their messaging channel. Surveys delivered via Symphony reach them where they work, with regulatory-compliant record-keeping that consumer channels can't provide.

How does the integration work?

Symphony supports bots and app integrations. A Responsly-linked Symphony bot can distribute survey invitations in chat, DMs, or channels; responses route to Responsly for analysis with full compliance records.

What use cases fit financial services?

Internal employee pulse surveys, post-trade feedback, compliance training assessment, client relationship surveys (between Symphony-connected firms), and regulatory training acknowledgments.

Does this meet compliance record-keeping?

Symphony's compliance infrastructure captures messaging records; survey invitations via Symphony inherit those records. Response data in Responsly should align with firm-specific retention policies.

Is this good for buy-side and sell-side?

Yes. Asset managers, hedge funds, investment banks, and broker-dealers all use Symphony. Internal and cross-firm survey use cases exist across the ecosystem.

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Trigger surveys and sync responses to your Salesforce contacts seamlessly with Responsly’s integration, enriching your CRM with valuable customer insights.

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Trigger HubSpot workflows based on Responsly survey responses to automate follow-up actions and streamline your customer engagement process.

Mailchimp App integration

Create new contacts in your Mailchimp mailing lists, add their information seamlessly from Responsly surveys, and effortlessly grow your audience.

Google Sheets App integration

Send responses directly to Google Sheets with a seamless integration that simplifies data management and keeps your information organized and up-to-date.

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Integrate Responsly with Excel Online to streamline survey data management, automate updates, and analyze feedback with ease.

Google Drive App integration

Integrate Google Drive with Responsly to store survey data securely. Sync satisfaction surveys, product surveys, and feedback results across devices.

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More integrations

62%
62% of our surveys are opened on mobile devices. Responsly forms are well optimized for phones and tablets.
2x
Responsly get 2x more answers than other popular tools on the market.
98%
Responsly service get an average satisfaction score of 98%

Enterprise grade security

GDPR compliant
We're complaiant with General Data Protection Regulation (GDPR) that businesses in Europe must comply with when processing personal data.
CCPA compliant
USA state of California intruduces California Consumer Privacy Act (CCPA) that defines how to handle users' personal data.
SSL & 2-Factor Authentication
All connections are protected by TLS 1.2 and AES with a 256-bit key. Enable 2-Factor Authentication for even better security.
SSO
Sign up users with Single Sign-On (SSO) and manage their access to your team. Set permissions and resource access.