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

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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.

Technologie

Leah Cohen-Shohet
EVP of Growth & Adoption
Chris Rodriguez
Global Head of Workflow

© 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

Day in the Life
Onboarding
Trade Ideas
Liquidity
Post-Trade
© Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information

Brittany Garland
Director, Counterparty Manager
© Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information

Gavin Romm
Portfolio Manager - High Yield
© Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information

Josh Carroll
Director, Global Head of Market Data Operations,
Engineering & Development
© Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information

© 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

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

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

1. Leah Cohen-Shohet EVP of Growth & Adoption Chris Rodriguez Global Head of Workflow

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

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

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. © Cop© Copyright 2yright 2001188 Symphony Communication SerSymphony Communication Services, LLvices, LLC — PrivC — Private and Confidential – Prate and Confidential – Proprietaroprietary Informationy Information

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

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

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