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.

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

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EFFICIENCY
ACCURACY
EMPLOYEE EXPERIENCE
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3. Day in the Life
Onboarding
Trade Ideas
Liquidity
Post-Trade
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4. Brittany Garland
Director, Counterparty Manager
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5. Day in the Life
Onboarding
Trade Ideas
Liquidity
Post-Trade
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6. Gavin Romm
Portfolio Manager - High Yield
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7. Day in the Life
Onboarding
Trade Ideas
Liquidity
Post-Trade
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8. Josh Carroll
Director, Global Head of Market Data Operations,
Engineering & Development
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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. Day in the Life
Onboarding
Trade Ideas
Liquidity
Post-Trade
© Copyright 2018 Symphony Communication Services, LLC — Private and Confidential – Proprietary Information

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

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