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Symphony Connect
Symphony Connect is an AI relationship tool that helps founders and teams identify and connect with relevant investors and decision-makers to raise funds. Users can easily search for a person, company, investor, or industry, and the platform connects them with the right people in just a few seconds. Instead of guessing, users instantly see an interactive network graph of who knows whom, where they work, and how they are related. Almost every profile has a verified email address, phone number, and LinkedIn account, so users can start a conversation right away. OCloud Solutions developed a scalable multi-user SaaS solution using Next.js 14 and FastAPI to deliver these capabilities and integrate the RelSci API with the ZoomInfo API into a single platform. Our professional team built an Agency Swarm AI agent powered by Azure OpenAI, along with D3.js network visualizations and asynchronous bulk enrichment for speed, accuracy, and scale.
POPULAR FEATURES
Relationship Visualization
Search any person or company and see strong, medium, and weak connections through RelationshipGraph and ConcentricCircles layouts.
AI Assistant
A conversational AI assistant coordinates seven specialized tools to search relationships, enrich data, generate visualizations, and remember context.
Contact Management
Create, organize, rename, and delete contact lists with persistent storage that makes important connections easy to save, access, and update.
Bulk Enrichment
Upload contact lists for background enrichment that combines verified profile and relationship data with real-time progress tracking.
Data Export
Export enriched contact lists as Excel files or upload them directly to Google Drive through secure OAuth for seamless collaboration.
Search History
Automatically stores every search so previous people and company lookups stay easy to revisit, manage, or remove.
Agent Lists
The conversational AI interface automatically creates contact lists from search results and connects conversations directly with backend data.
PROJECT REQUIREMENT
The client required an enterprise-ready solution that would bring together different data sources, AI-powered search, interactive visualizations and scalable contact management into a secure relationship intelligence platform.
- Show interactive relationship graphs that highlight key connections between people, companies, investors, and professional networks.
- Develop a conversational AI interface that answers relationship and contact queries using multiple integrated data sources.
- Implement secure multi-user authentication with email verification, persistent sessions, and comprehensive account management.
- Enable users to create and organize contact lists through streamlined workflows that improve productivity.
- Support bulk contact enrichment through background processing so work continues uninterrupted while records update automatically.
- Extend the platform with an AI agent that autonomously coordinates specialized tools to deliver accurate insights.
OUR APPROACH
We built a scalable, maintainable, AI-driven platform with a modular architecture and phased releases.
Modular and Scalable Architecture
The system consists of discrete components that enable teams to develop, test, and improve components independently of each other.
Flexible Deployment Setup
Designed each service to deploy and update on its own so fixes and improvements reach users faster.
Consistent Code Quality
Automated formatting and quality checks run throughout development to keep the codebase clean and reduce review time.
Independent Feature Development
Core functionality, AI features, and supporting services run as separate modules that work together as one solution.
Reliable Configuration Management
Structured configuration keeps development, testing, and production environments aligned and reduces setup issues across every deployment.
Incremental Feature Rollout
Built the product in stages, from search and visualization through contact management, enrichment, and AI assistance to integrations.
PROJECT SUCCESS
The team delivered every milestone on schedule and turned the planned roadmap into a stable, working platform.
- Unified relationship and contact data from multiple sources into complete, enriched profiles with interactive visualizations.
- Optimized AI performance by controlling token usage and filtering large datasets for faster, more cost-effective responses.
- Automated bulk enrichment to process large contact lists in the background while work continued uninterrupted.
- Boosted productivity with list management, saved searches, and history that speed access to important connections.
- Simplified enterprise workflows via Excel exports and direct Google Drive integration to enrich records.
- Improved user experience with real-time progress tracking that gives clear visibility into background processes.
RESULTS
OCloud Solutions built a unified relationship intelligence platform with improved automation and data accuracy that delivers faster insights.
Scattered data sources unified into one searchable platform that returns complete, enriched profiles for every person and company.
Hidden connections uncovered through interactive relationship graphs that turn raw contact records into clear, decision-ready insights.
Manual enrichment effort reduced significantly as automated bulk processing replaces repetitive, one-by-one contact updates across lists.
Faster answers achieved using a conversational AI agent that searches, analyzes, and manages data through natural language.
Data sharing simplified as instant Excel exports and direct Google Drive uploads replace slow spreadsheet transfers.
Workflow continuity improved through saved search history and persistent sessions that keep work moving across every visit.
TECHNOLOGIES WE USE
