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 built-in compliance solutions.

With three major products, Blast Voicemail, Instant Daytime Dialer, and Conference Calling, Client Instant Access has had nearly two decades of success with the banking and financial industries.  The usefulness of all three products is the biggest reason for this.  All three seek to limit research analysts’ time in making calls, and allow them to get their message across to hundreds of people in a short amount of time.

Since time is a precious resource on Wall Street when it comes to making calls, CIA has strived.  The efficiency of a click to dial product that works well with CRMs has proven to be an incredibly valuable tool on Wall Street.

Another factor that has led to Client Instant Access being a provider of choice on Wall Street is compliance.  CIA is SOC 2 compliant that ensures that all calls and content used through CIA will be kept private and secure.

Through doing this, CIA has earned the trust of Wall Street firms.  Trust is incredibly valuable when trying to serve the needs of bigger clients in regulated industries, and good compliance and security is a critical component.

Blast Voicemail and IDD are the two most widely used products that CIA offers clients.  They allow Financial Institutions to communicate with their clients on a grand scale in a condensed time frame.  By creating contact lists and taking notes, an analyst can also stay organized, keep in compliance and maximize efficiency.

The large scale on which Wall Street operates makes it difficult to stay ahead.  CIA can help a Wall Street bank or Financial Institution manage the pace and time of daily transactions, and helps companies gain an edge, as well as trim inefficiencies.  This is ultimately what has kept Wall Street firms and Financial Institutions as client for almost 20 years.