Blog
Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency
In Part 2 of Client Instant Access’s thought leadership series on how firms can elevate multi-channel customer engagement, we examine how to optimize workflows, even amidst unpredictable circumstances like the ongoing COVID-19 pandemic. As firms across financial...
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...
FinServ Comms Q&A, Markets Media: Joe Vaccarella, Client Instant Access
Joe Vaccarella, CEO and Founder of Client Instant Access examines how the dynamics of multi-channel communications have been impacted since the outbreak of COVID-19 pandemic and how this will alter the landscape for technology and cybersecurity moving forward. What...
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...
Communications and Fintech – Part 1: Flexibility at the Core
By Joe Vaccarella and Indy Sarker At the core of any financial technology provider must be flexibility. Financial institutions rely on their fintech partner's nimbleness when it comes to addressing unexpected market turbulence and seamlessly navigating the evolving...
Timely Communication During a Worldwide Pandemic
The last month has been unlike anything we’ve ever experienced before. Increased communication between employees and customers is now more vital and will continue to be as the world battles through the COVID-19 pandemic. Companies will need to rely on proven...
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...
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...
New Platform Targets Finance’s Communication Woes – WatersTechnology.com
Client Instant Access's Omnigage allows compliance officers to approve communications content. Hamad Ali, Waters Technology: New Jersey-based Client Instant Access (CIA) has built a cloud-based messaging platform that seeks to address fragmented communications and...
FTF News Technology Innovation 2020 Awards
Omnigage - Client Instant Access (CIA) has been named a finalist in the 2020 FTF News Technology Innovation Awards in the category of Best Cutting-Edge Ops Solution! The FTF News Technology Innovation Awards celebrate and recognize the individuals, fintech vendors and...
Redefining Relationships by Unifying CRM and Multi-Channel Communications
Joseph Vaccarella, Client Instant Access & Manish Patel, Tier1 Financial Solutions Advancements in technology are helping sales, research and trading desks with more collaborative components to help them optimize their client relationships. Buy and sell-side firms...
Elevating Multi-Channel Engagement Practices – Part 1: Data Integrity
The financial industry is abounding with data, providing participants with ample opportunity to gain greater market insights and make more informed decisions. However, harnessing the oceans of data that's available is a challenge faced by financial institutions,...
Multi-Channel Communications During Flu Season
Professionals in the healthcare sector, which is increasingly relying more on emerging technology applications, need a multi-channel communications platform that’s easily implemented – without extra technology build or disruption of their current systems. With no...
Omnigage: Simplifying Client Outreach during Tax Season
The new year is upon us, which means that tax season is officially underway along with the arduous process of sending emails to clients about providing their personal information. With Omnigage, accounting professionals can leverage cloud-based technologies anywhere...
Client Instant Access To Attend Salesforce World Tour New York 2019
Join Client Instant Access & Omnigage at the Javits Center on Wednesday, December 18 and hear how our Trailblazers are disrupting industries, shaping the future and transforming the world around you! Explore the path between today's communications technology and...
How Call Logging Can be Beneficial to your Business
Why would you need the capability to use call logging software in your customer tracking? Call logging features contain important information, such as the phone number, the call time, and status of the call. In today's business world call logging has become a key...
Why Call Centers Need An Advanced Auto Dialer As Part of a Sales Strategy
Top Benefits of an Auto Dialer in Call Centers Having an autodialer has transformed the way call centers operate on a business scale. In the past auto-dialers have been known as just a way to dial out from a list of telephone numbers. However, in today's world...
Rocked Like a Hurricane: Why Communication Matters in Post-Storm Efforts
Hurricane season brings the need for quick and effective communication. The unpredictability of the season challenges communication systems and necessitates the smooth execution of a safety action plan. Can you trust your communications system? Are there a variety of...
Best Wishes To Our Users in the 2019 Institutional Investor All-American Poll From Client Instant Access
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...
Bring Your Child to Work Day
Here at Client Instant Access, we maintain a level of professionalism and diligent work ethic day today because of the white glove service we provide to our clients, but sometimes it's okay to be a little silly here and there. What better way to be silly and get your...