by CIA Omnigage | May 31, 2018 | Blog
Client Instant Access, LLC would like to offer best wishes to our users in this year’s Institutional Investor All-American Poll.
At Client Instant Access, we are privileged for the opportunity to provide our voice technology to many of the sell-side’s leading firms and analyst teams. We are grateful to be part of the communication strategy of many past Institutional Investor winners and we look forward to continuing to deliver client engagement solutions to “The Street”.
The simplicity of our suite of products has made Client Instant Access the first choice for many major Wall Street banks and financial firms. For over 23 years, our satisfied clients have employed Blast Voicemail, Conference Calling, and an Integrated CRM Dialer to expedite their workdays and get their message across, every single day.
As this year’s votes are cast and results counted, Client Instant Access is excited to announce its newest partnership (the launch of our most advanced platform to date), Omnigage. This platform offers multi-channel engagement tools including Blast Voice Mail, CRM Dialer, SMS, and Conference Calls inside a single platform. Please reach out to us if you are interested in a demo.
Best Wishes from Client Instant Access, we know your hard work and dedication to your client’s success will earn you the recognition you deserve.
by CIA Omnigage | May 24, 2018 | Blog, Success Stories
Client Instant Access is your most important telecommunications partner
How can Client Instant Access (CIA) make a typical day in the life of an analyst simpler and more productive? With a suite of products designed to tackle all of your telecommunications needs, CIA is a valuable partner to boost your efficiency, cut costs, and streamline your processes.
Meet Sara, a busy research analyst with insight into a stock that she needs to share with a specific contact list of 500 people. CIA’s Blast Voicemail service allows her to easily send out a customized voicemail detailing the information. Sara simply records her message, selects her contact list and hits send. If she was using the premium service, her contacts could receive this blast first thing in the morning in their voicemail. It’s that simple.
On the blast, Sara scheduled a conference call for 10 am to field any questions. The next morning, she receives a report from the blast, itemizing the statistics of who received the blast, which calls dropped to voicemail, and what numbers were inactive. Typically, voicemail blasts achieve an 80% success rate. Sara conducts the conference call. This interaction is the most convenient way to ensure that her message is being completely understood and received. CIA provides an operator that opens the floor for questions after Sara finishes her presentation.
After the conference call, Sara reaches out to anyone who did not receive the initial blast. She uses the Integrated CRM Dialer to efficiently call 100 clients. She simply clicks to dial her clients. If a client doesn’t answer, she can quickly provide them with a customized, prerecorded message and move on to the next person. If they do answer, she can easily talk and have a conversation.
The simplicity of these products has made Client Instant Access the first choice for many major Wall Street banks and financial firms. Users can employ Blast Voicemail, Conference Calling, and the Integrated CRM Dialer to expedite their workdays and get their message across, every single day.
by CIA Omnigage | May 10, 2018 | Blog, Customer Service, Integrated CRM Dialer
Get Proactive: connect with clients, motivate your team and build revenue with a web-based dialer application
It is a common dilemma: how does a company reach out to customers that have fallen off the radar, either because of expired billing information, lapsed renewals, or any number of factors that conspire to disengage them? Customer retention is a problem that plagues companies across industries, in firms big and small, and is especially prevalent in our subscription-based economy. Improving retention requires outreach, rep motivation, and a robust response rate. Often, companies rely on email reminders to find and re-engage their lost customers. And yet, with a click of a mouse or a swipe of a screen, an email is likely to be deleted and unread, with no means of tracking the receipt or verifying the accuracy of the address.
There’s a better solution. To truly retain customers, companies must abandon their passive approach and embrace a proactive method that is data-driven and designed for maximum customer contact. A web-based dialer application that is proactive is the superior solution: it is cost-effective, provides instant feedback, and can be used to incentivize a customer service team to transform into a customer search and rescue party.
Web-based CRM Dialer applications, such as CIA’s Integrated CRM Dialer, are proactive because they engage customers in personalized contact and meaningful outreach. A CRM Dialer efficiency allows a team to quickly and easily call and communicate with large numbers of customers at minimal expense. It integrates in-depth reporting data and real-time feedback. A CRM Dialer also offers a “voice drop” feature, enabling users to record a voicemail message prior to beginning their call session. Each time a user reaches a contact’s voicemail they can “drop” the pre-recorded message into the contact’s voice mailbox and proceed to their next call.
Using a CRM Dialer, a proactive communication campaign can be mounted that motivates customer service representatives to re-engage lost customers and build retention. First, managers can mandate a specific number of calls per month per representative. Second, if an employee exceeds the mandated number of calls he/she would receive a small commission. Third, an additional commission would be given for amassing a certain number of minutes engaged with customers. And finally, a more generous commission can be paid on any revenues gained as a result of their calls. CIA’s Integrated CRM Dialer application provides all the data required by management to effectively monitor this type of incentive campaign. It provides real-time feedback, including information on the calls made, the call result, and total time connected.
The end result of this search and rescue campaign? More customers found, more customers re-engaged, more customers retained and, of course, more customers adding revenue to your bottom line.
For more information on CIA’s Integrated CRM Dialer application, visit www.callcia.com or call (973) 439-0088.
by CIA Omnigage | May 3, 2018 | Blog, Communications, Conference Calling
In a world where privacy and security are of most importance, it’s crucial to have access to a secure conference call service that is robust. By choosing the right advanced tools, you can ensure that you are compliant within state and federal regulations and have protection against any third-party participants.
Having a secure conference call service allows regulated businesses to host a productive call experience. A company is able to have full control over who is allowed to listen in on the call and request any additional security measures if needed. Currently, more clients have strict compliance rules that require them to guarantee that call participants on a hosted call are the intended audience.
The operator hosting the call has specific steps to establish a protocol for a call participant to enter the live call, which also includes a few conference call security options, such as PIN Required Conference Call, Operator Assisted Conference Call with a pre-Approved list, and a Conference Call Portal. When a PIN is required in a conference call the conference type is offering maximum security, data capture for call participation, and the convenience of the automated access. The registration web site is provided and two levels of security are required for call access (i.e. Conference code and PIN).
There also might be a situation when you might need to do an Operator Assisted Conference Call with a pre-Approved list. This is a conference that offers maximum security, data capture for call participation, and participants are only required to know a conference ID or name. Clients must also give a client-defined “approved list” so operators know who to add to the call. “Live operators” manage conference access and the security, which allows for immediate communication to the call organizer should a discrepancy regarding call access arise.
Lastly, there is the Conference Call Portal, which provides “real-time” participation information and a chat feature for a direct communication channel to the operator. At any time a client can request a participant to be removed or contacted to gather more information if required.
Many of the largest fortune 500 companies have come to rely on us to provide the highest level of service and quality for hosting large group conference calls hosted earnings calls and hosted event calls that require maximum security and reliability.
by CIA Omnigage | Apr 26, 2018 | Blog, Conference Calling
Client Instant Access and Tata Communications partner to provide superior international conference calling and advanced messaging
Client Instant Access and Tata Communications have forged a strategic partnership that will enable the company to extend its state-of-the-art messaging system to the Asian Pacific region. Moving from an Internet-based model to Tata’s IZO Private Connect will allow Client Instant Access to provide strong, clear connections, and will improve the quality of service for its numerous international conference calling clients that rely on the company for Conference Calling, Blast Voice Mail and Integrated CRM Dialer.
Client Instant Access is focused on providing the highest quality messaging service to clients around the globe. The company’s Information Project Technology Manager, Brad Schwartz, sees the partnership with Tata as an important investment, and one that will generate returns for both the company and its customers. “Call quality is crucial to us. We view our relationship with Tata as one that helps us meet the demanding requirements of international communications. Our goal is to exceed the high expectations of our clients.”
The transition from an Internet-based server to Tata’s IZO Private Connect was seamless. Tata provided an integration process that was simple and intuitive. Brad Schwartz recalls, “It was just a matter of applying new settings and assigning new IP addresses. We really appreciated the speed and effortlessness of the turnaround. It was a great experience.”
Given the resounding success of the IZO program in the Asian Pacific region, Client Instant Access plans to leverage the experience of Tata to transform its communications strategy in all of its global markets. The partnership with Tata will enable the company to take a clear leadership role in global communications.
With a long list of the most impressive Wall Street banks and Fortune 500 companies as clients, the company is the clear choice for large capacity messaging services and international conference calling.
