Posted on Jun 15, 2017

MiFID II Updates and Guidance

Banks and capital markets institutions responding to The Markets in Financial Instruments Directive (MiFID) II legislation is fast approaching.  Just about every large Bank and Capital Markets Institution has started preparations.  It is critical that any organization have a thorough understanding of the impact on operations and a clear plan… READ MORE
Posted on Apr 06, 2017

Voice vs. Text Part 3: What’s Your Message?

Organizations are faced with difficult decisions when creating a communication strategy.  Making sure the message is received and understood are critical to any successful campaign.  There are situations where email and SMS can properly meet the objectives.  But there are other times where the intended message is more complex and requires added personalization.… READ MORE
Posted on Mar 28, 2017

Advantages Of Voice Communications Part 2: Business Relationships

When it comes to business relationships, specifically between a salesperson and client, frequent communication is critical.   But distance and time can make face to face communication unrealistic.  A salesperson or business development professional must have consistent and effective lines of communications to nurture successful client relationships.  Use of impersonal communication… READ MORE
Posted on Mar 09, 2017

Client Engagement – Voice, SMS, Email, Social Media

Part 1 in a 4 Part Series In the coming weeks, we will discuss the strengths and weaknesses associated with various engagement tools that businesses use today including voice, email, SMS and social media.  This debate has been at the center of business communications for years now, and has companies wondering… READ MORE
Posted on Mar 02, 2017

The Provider of Choice on Wall Street

Since its birth in 1997, Client Instant Access has acquired a long list of the most impressive Wall Street banks as clients.  But how could one company quietly build so many strong relationships with major banks?  The answer is a combination of the company’s strong products, and more specifically, the… READ MORE
Posted on Feb 22, 2017

With Cisco Unified Application Environment 8.5 No Longer Supported, IDD Stands Tall

Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers.  This has forced some companies to look for a different dialer, one particularly with better compliance. Client Instant Access’s Instant Daytime Dialer provides an efficient, compliant replacement to… READ MORE
Posted on Feb 15, 2017

Top Ten Uses for Instant Daytime Dialer (IDD)

The Integrated Daytime Dialer from Client Instant Access has a wide variety of uses across scores of industries.  Here are some of the best uses. 10. Travel Agencies: Travel agents can use IDD to communicate with large client lists about different kinds of deals to exotic locations they are offering. … READ MORE
Posted on Feb 09, 2017

Reaching a Wider Audience With Blast Voicemail

Many companies and corporations often face the same issue when placing calls to potential clients, customers, or patients.  That issue is reaching a large number of people and conveying an effective and personal message to them. Client Instant Access, however, has allowed businesses to do just this.  With CIA’s Blast… READ MORE
Posted on Jan 26, 2017

Sell-side Capital Markets: Preparing for MiFID II

Recently, the European Commission revised legislation that regulates firms who provide services to clients linked to financial instruments, including shares, bonds and derivatives. Known as Markets in Financial Instruments Directive 2 (MiFID 2), the regulations represent a widespread change for the financial industry. The primary intent of MiFID 2 is to reduce… READ MORE
Posted on Jan 18, 2017

No CRM? No Problem

Client Instant Access provide a one-stop shop for all customer communication and CRM needs. CRM’s are a huge part of any company’s day-to-day operations.  However, the process of using one can become complex and inefficient.  Customers will use a calling service, and then record customer relations in a different CRM.… READ MORE
Posted on Jan 12, 2017

How Call Logging Can Save The Day

Call-logging Can Reduce Hassle, Save Sales And Keep You Organized Client Instant Access’s Integrated Daytime Dialer (IDD) allows users to become incredibly efficient, making and logging calls in a fraction of the time.  IDD allows this to happen through its click to dial feature. However, the unsung hero of this… READ MORE
Posted on Jan 04, 2017

Blast Voicemail and IDD Help Theaters Fill Seats

One of the theater industries biggest challenges is selling out shows.  While shows like Hamilton and The Lion King may have no trouble with this, most playhouses are not as famous as Broadway. However, CIA’s products help theaters distinguish themselves and draw larger audiences.  The unique voice central products help… READ MORE
Posted on Dec 26, 2016

Client Instant Access Helps Real Estate Agencies

Services And Tools That Help Real Estate Agents Be More Efficient Client Instant Access’s products have garnered acclaim from some of the biggest banks in the world, and one of the reasons for this is because of their multi-use nature. Our Blast Voicemail, Integrated Dialer system, and Conference Calling are… READ MORE
Posted on Dec 16, 2016

Flu Season? Enter CIA’s Blast Voicemail.

How A Healthcare Agency Was Able To Get The Word Out The first days of winter also mean that the first days of flu season are here.  For healthcare firms, making sure the public is well stocked with flu shots and making sure people are vaccinated can often be a… READ MORE
Posted on Dec 08, 2016

Client Instant Access To Attend Salesforce World Tour New York

Join Client Instant Access @ Javits Center next Thursday, December 15th for an exciting day!  Learn more about Client Instant Access Products and how they can boost your salesforce experience. Experience New Products Up Close: Learn more about the latest Salesforce announcements and products, including Einstein, Commerce Cloud, Quip, Lightning,… READ MORE
Posted on Nov 23, 2016

CIA Set to Attend IT Expo in Fort Lauderdale

From February 8-10, Client Instant Access will be attending one of the most exciting tech conferences in the country, the IT Expo. The IT Expo is a three day long conference for some of the biggest names providers, carriers, enterprises, and agencies in tech, and CIA will be in the… READ MORE

How to Set Yourself Apart With Voice-Messaging

Client Instant Access offers different means of communicating with your clients and contacts, but one of the most prevalent is using voicemail and voice messaging.  It has proven to be the most consistently used, as well as the most successful. But how, in the new age of text and digital… READ MORE
Posted on Nov 03, 2016

Introducing the Candi Sidebar App – How Sweet it is!

Connecting with clients through Salesforce has never been easier or more efficient Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data and to analyze customer activity. But its most basic and important utility is to provide a platform… READ MORE