INVESTOR PORTAL

Symantra offers extensive customization options to ensure your Member platform or Community platform is fully aligned with your goals and identity.

• Visual branding: The interface can be tailored with your organization’s colours, logos, images, and data. You can also host the platform under your own custom domain.

• Terminology: Menus and features can adopt your preferred terminology—for example, renaming “groups” to “workspaces” or “programmes” to another term your community uses. The interface can also be adapted to your preferred language.

• Communications: Marketing email templates, notification messages, and system communications can all reflect your brand voice and design.

• Multi-lingual: The Platform can be in your language, not just English.

These capabilities make the platform a true Digital Home: one your members will easily recognize and connect with.

For organisations with unique requirements, our team collaborates closely to define specifications, integrations, and workflows, ensuring the software adapts seamlessly.

Thanks to its flexible architecture, Symantra can scale and adjust to the operational needs of both small and large associations as well as B2B communities/networks.

Do you have custom needs, integrations and workflows?

Let's discuss.

Implementation timelines depend on your organisation’s size, specific requirements, and the scope of your project (whether that includes AI features, complex data or software integrations, e-invoicing, custom BI Dashboards, custom developments....)

Symantra accelerates radically the Launch of your Platform thanks to our fast data migration, hyper-automations, comprehensive onboarding, and best practices guidance to ensure a smooth transition.

For most of our clients, associations and communities are fully up and running within just a few weeks. Not months.

At Symantra, data security and compliance are at the core of our platform.

• The highest standards of security and reliability: We use advanced AES-256 encryption, Firewalls, conduct regular penetration testing and vulnerability testing. Symantra's Community Platform is hosted on ISO 27001 Certified Cloud Infrastructure. ISO/IEC 27001 is the international standard on how to manage information security. Our advanced Web Application Firewall adds an extra layer of security, protecting your data against potential threats and unauthorized access attempts.

• Legal compliance: Symantra is fully compliant with EU regulations, including the General Data Protection Regulation (GDPR) . All servers, data, and documents are securely hosted within the European Union.

• Secure payments: We integrate with trusted payment providers like Stripe, all PCI DSS–compliant. Symantra itself does not process, store, or transmit any payment card data.

• Monitoring & audits: Proactive audit mechanisms and complete change logs ensure full traceability of data activity.

With these measures, Symantra provides a secure and compliant environment you and your members can trust.

Yes. Symantra connects seamlessly with a wide range of popular applications, APIs, and software, ensuring your data and your member's end-to-end experience is always synchronized, 100% correct and transparent.

Some of our extensive integration options include:

• CRMs: HubSpot, Salesforce, Microsoft Dynamics

• Payments, Invoicing & Accounting systems: Stripe, Exact, Bob 50, Business Central, Winbooks…

• Email marketing: HubSpot, Mailjet, Mailchimp, ...

• Events: Zoom, Microsoft Teams, Cvent…

• Productivity & data tools: Microsoft 365, Google, Airtable, Notion…

• AI tools: OpenAI, Mistral, Claude, Perplexity...

• Websites & CMS: WordPress, Drupal, Joomla, Wix…

• Just ask us...

In addition, Symantra offers API access for custom integrations, making it possible to connect with virtually any other system you use.

Our integration experts work closely with you to review your current setup, advise on the best approach, and implement the connections that matter most to your organisation.

If you need a specific integration, we can make it happen.

Let’s discuss your requirements.

Think beyond the traditional keyword-based Searches and Listings Catalogues/Directories.

Imagine having your branded AI agent - a 24/7 expert guide - that enables your users to ask open questions in natural language and receive expert, tailored answers with cited sources. Your users can get answers on all the dimensions you choose: People Data, Company Data, Solutions, or Content - hosted on the Symantra Platform.

The Symantra AI custom agent is a next-generation search and discovery tool that gives your users instant access to curated strategic content - protected behind the Platform login.

The Symantra AI Explorer breaks down barriers to understand your value proposition, connects better your users together, gives them clear, actionable insights in a second.

The platform ensures that every user can confidently find the answers, contacts, or innovations you are curating for them.

Powered by Retrieval-Augmented Generation (RAG), the Symantra AI Explorer transforms the way your community discovers content, people, and solutions inside your Member Platform or B2B Matchmaking platform.

Here are some of the key features and options to customize your own/branded AI Explorer for your community:

Smart Discovery & Navigation

• Natural Language Queries: Ask in everyday language and get precise answers.

• Multilingual Support: Answers available in 80+ languages (including all EU official languages).

• Tailored Problem-Solving: Breaks down complex questions into actionable answers or recommendations.

• Dynamic Filters: Refine results by tags, countries, sectors, policy issues, maturity level, solution types, and more (e.g., “Health Tech solutions in Europe”, "Labelled Providers" or “Contacts or Companies with energy expertise in Germany”).

• AI-Enhanced Profiles: Rich profiles of contacts and companies, including KPIs and professional background. Possibilities to integrated with public sources.

Instant Answers, Recommendations & Comparisons

• Knowledge Discovery & Summarize: Get your answers in your language instantaneously. Summarize any documents or reports in the Platform. No more digging through files or old versions.

• People Matchmaking & Networking: AI-powered member/users recommendations based on profile similarities. Automatic profile recommendations. Options: One-to-one member matching. Group matching. User-enabled can also edit and customise their matching preferences.

• Solutions & Products Matchmaking: AI-powered solutions recommendations based on your investment priorities, maturity levels, country, sectors (e.g. Deeptech, Biotech, Quantum, Cleantech...) or any criteria - that match your needs.

• Solutions or Products Understanding: Compares and explains goals and outcomes of curated solutions.

• Context-Specific Responses: Recommendations are tailored to each user’s role, access rights, and profiles personas.

• Security and Compliance: The Symantra AI Assistant makes sure your content is not scrapped by external AI-tools and your content/data always remain protected inside the Symantra Platform.

Customization and Personalisation Options

• White-label branding (e.g.: "your organisation AI").

• Full Control over knowledge scope and depth of your AI Explorer: the AI is trained only on the content, data sets, sources you select.

• Flexible user accessibility settings. Personalize your knowledge/data discovery based on persona.