How Call Logging Can Save The Day

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

Meeting the Challenge of MiFID 2

Powerful services from Client Instant Access will help brokers comply with Europe’s new financial legislation 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… READ MORE