Client Instant Access Shortlisted Three Times in Waters Rankings 2020

Client Instant Access Shortlisted Three Times in Waters Rankings 2020

Client Instant Access and its Omnigage platform have been named a finalist in three categories in the 2020 Waters Rankings: ‘Best Network Provider’, ‘Best Mobile Solutions Provider’, and ‘Best Cloud-Based Application Provider’.

The 18th annual Waters Rankings recognize the best fintech vendors across 34 different categories within 5 areas that include Trading ServicesTrading ToolsData ManagementComplianceRisk Management and the Back Office; and Infrastructure and Connectivity.

Show your support for Client Instant Access by voting now through May 29. You can access the voting page and additional information here.

Is your communications platform secure? Protect your firm from cybersecurity attacks and data breaches.

Is your communications platform secure? Protect your firm from cybersecurity attacks and data breaches.

The threat posed by the worldwide COVID-19 pandemic is forcing firms to not only take measures to ensure business continuity and the well-being of its employees – but to also ensure it has a secure and compliant cloud-based communications platform in place. With the number of data breaches and cybersecurity attacks rising daily, a robust multi-channel platform with built-in security and compliance features is critical.

At CIA Omnigage, our top priority has always been to deliver a secure, compliant and easy-to-use multi-channel communications platform. No matter how large your database or where you are in the world, our time-to-market is unmatched by any other firm in the industry.

Take advantage of these CIA Omnigage platform capabilities and more:


Create your own custom HTML email templates with attachments


Send a single message to thousands of contacts and track all responses


Quickly send voice messages to an entire client base or community

The CIA Omnigage team is on standby to quickly help you solve your challenges during COVID-19 and prepare your firm for business continuity in the future.

Healthy wishes,
CIA Omnigage

Mergermarket – Client Instant Access expanding in healthtech, CEO says

Mergermarket – Client Instant Access expanding in healthtech, CEO says

The COVID-19 pandemic has forced professionals from industries that range from finance to healthcare and pharmaceuticals to work remotely. Client Instant Access’s multi-channel communications solutions have been a pivotal element in the business continuity of many of these firms during that time. CEO Joe Vaccarella and CTO Michael Morgan spoke with Mergermarket fintech reporter Yizhu Wang about how CIA is addressing everyday technology hurdles that firms are facing and how the business has grown as a result:

  • In March, CIA saw a 75% increase in the usage of its communication products, up from about 25% in January and February
  • 900 new users across product lines from existing clients
  • 40 new organizations in government, education and the financial industry

Read the full article in MergerMarket.

Omnigage and Analec Team to Streamline Customer Engagement During Covid-19

Omnigage and Analec Team to Streamline Customer Engagement During Covid-19

Telephony and data tools will solve communication hurdles faced by bank teams working remotely.

Parsippany, NJ & New York, NY; April 2, 2020 – Omnigage, a provider of premium multi-channel communications solutions, and ANALEC, a global provider of research management and CRM software solutions, have teamed up to streamline customer engagement and communication capabilities for financial institutions during the COVID-19 pandemic. The partnership will address business continuity and communication hurdles that research analysts and traders are facing in leveraging interaction data for both strategic and compliance purposes as firms continue to operate remotely.

By combining Omnigage’s next-generation CTI with ANALEC’s Call List management, research analysts and traders at financial institutions are able to more accurately and seamlessly log customer call information, leverage data for strategic decision-making and meet increasing regulatory reporting requirements, such as those introduced under MiFID II. With over half of communication between brokers and counterparties occurring over the phone, key data can be easily missed if robust infrastructure and communication solutions are not in place.

“As teams continue to work outside of the office due to the pandemic, it’s very important that the communication process is fluid and unobstructed,” said Joe Vaccarella, CEO and Founder of Omnigage. “By combining the capabilities of Omnigage and ANALEC, we’re addressing many of the key hurdles users are experiencing during this time.”

“Logging call data is a tedious process without user-friendly CTI capabilities and it’s easy for valuable client interaction data to get lost or misplaced,” said Indy Sarker, CEO of ANALEC. “By partnering with Omnigage, we can ensure that customer engagement and productivity at these institutions remain at optimal levels, regardless of location.”

The Omnigage platform is engineered to address three key facets of the customer engagement process: data integrity, workflow efficiency and reporting accuracy. Working alongside ANALEC’s proven CRM and UAT environment will allow analysts and traders to drive more meaningful insights and cultivate stronger relationships with their buy-side customers.



ANALEC is a leading financial technology company offering platforms and solutions in the investment research and related client servicing space, working with a range of broker-dealers and investment banks globally. The Company leverages deep domain knowledge to design workflow and process automation and client servicing solutions, helping clients to build more profitable and sustainable businesses to help boost their competitive position in the marketplace. For more information, please visit

Media Contact:
P.J. Kinsella, Paragon Public Relations
+1 (646) 558-6226

Navigating the Route to Streamlined Communications

Navigating the Route to Streamlined Communications

By Client Instant Access & Tier1 Financial Solutions

Technical advancements are helping foster better relationships between clients and institutions – as long as there’s not a break in the communication process, that is. While firms need to stay ahead of the innovation curve, even more importantly, they have to ensure that the communication ball is not dropped. In today’s market environment, the case for this has never been stronger.

Fortunately, Omnigage and Tier1 have created an environment that allows institutional banking and capital markets professionals to seamlessly communicate. So whether you are on the go or working from your desktop, Omnigage’s Click-to-Dial integrated with Tier1’s core relationship management solution (CRM) is creating a more collaborative ecosystem that addresses the pain points that have existed for many in the industry. 

This unified communication channel comes at a good time. With the financial sector undergoing rapid structural and regulatory change, the channels by which market participants engage are also evolving.

Customers desire the security and efficiency of automation with the personal care they would get from working with an individual. These can go hand-in-hand when done right, as well as provide the protection and privacy that makes all the difference for clients when handling new messaging platforms.

Tier1 and Omnigage have engineered flexible solutions that fit the needs of clients, while seamlessly integrating into their environment, providing the ability to manage contacts, organize voice messaging, emails and texting, and leverage data.

Building Stronger Relationships 

The insights that data can deliver are true business differentiators and so, while the process of cleaning your data is seamlessly a nuisance, the ability to accelerate your workflow and drive revenue growth is a great trade-off. 

Weeding through spreadsheets is inefficient and data is often lost in the process of being exchanged across an organization, hampering the ability to develop healthy relationships with clients. Prime brokerage operations, in particular, have felt this pain. 

Spreadsheets cannot replace industrialized, built-for-purpose communication systems. When firms spend most of their time attempting to match disparate client information that has not been properly updated in a system, client responses can go unattended. Omnigage’s multi-channel communications platform paired with Tier1’s flexible, purpose-built management solutions ensures customer messages never go unattended and opportunities are not missed. 

The Power of Improved Messaging

A unified system fosters a more collaborative environment, allowing partners and clients to communicate easily and frequently. This style of streamlined communication will ultimately lead to more innovative ideas in the banking, capital markets and regulatory landscape that is continuing to transform. Clear communication in the workplace means fewer missed messages and – as a result – more revenue-generating opportunities. 

A streamlined communication environment allows sales, research and trading desks to exchange ideas and work efficiently to ensure that client deliverables don’t fall through the cracks. The marriage of Omnigage with Tier1 allows customers to quickly generate calls, notifications, SMS, blasts and email without even having to leave the client dashboard.

As regulatory oversight continues to increase, markets become more automated, and communication methods become more sophisticated, it’s imperative that firms eliminate inefficiencies that may have a detrimental effect on client relationships. After all, a robust multi-channel communication network may be the difference between a new relationship and a lost one.


Client Instant Access, LLC was founded in 1997 and is headquartered in Parsippany, N.J. Our state-of-the-art dialing, messaging and conferencing services have made us a leader in the telecommunications industry, and we are the provider of choice on Wall Street and for financial institutions around the world. Co-founder and CEO Joe Vaccarella has over twenty years of conference calling and messaging experience, while the rest of the seasoned senior management team boasts over fifty years of diversified telecommunications experience. CIA employs approximately 100 professionals and maintains a 24-hour on-site conference calling and customer service support center to meet our clients’ needs. We offer the fastest, most productive and reliable systems available in the marketplace to a wide variety of industries. We also provide detailed reporting, feature-rich options, compliance tools and database management resources that rival other companies’ much more expensive Customer Relationship Management (CRM) systems. If your company wishes to integrate our services into an existing platform, we have developed a robust Application Programming Interface (API) that accomplishes this with ease. At CIA, we look forward to innovatively helping our clients meet and exceed their business goals.


Tier1 Financial Solutions is a leader in global relationship management software for the financial industry. It empowers its clients to increase productivity, reduce relationship risk and enhance customer ROI. Tier1 augments the Salesforce platform with a capital markets grade security engine, coverage management and accelerated web and mobile workflows to support the unique requirements of Capital Markets, Corporate & Investment Banking and Investment Management professionals. Trusted by more than 19,000 users worldwide, its flexible, scalable solutions empower collaboration, transparency and communication across the institutional financial ecosystem. In 2017, Tier1 Financial Solutions received significant equity capital to accelerate growth from a group of investors led by WaveCrest Growth Partners with participation from MassMutual Ventures and Salesforce Ventures. For more information, visit