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Are you GDPR Ready? Did you choose the right Telecommunications Provider

Privacy and security has always been a cornerstone of Client Instant Access and the protection of data. Client Instant Access retains the Payment Card Industry (PCI) certification and is the The Provider of Choice on Wall Street for over 22 years because of the dedicated approach to a secure and robust environment for data integrity and security.  All products and services are compliant within state, federal and EU regulations and protect against any sharing of data. What is GDPR? In 2016, the European Parliament issued the release of the General Data Protection Regulation (GDPR), which is a law that regulates ... Read More

Are you GDPR Ready? Did you choose the right Telecommunications Provider2019-08-29T17:05:50+00:00

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 widespread change for the financial industry. The primary intent of MiFID 2 is to reduce systemic risk and to ultimately guarantee more robust investor protection. Brokers and investment professionals must change the way they communicate and interact with investors and re-examine how they operate in different markets.  Ultimately, MiFID 2 ... Read More

Meeting the Challenge of MiFID 22019-08-29T17:41:58+00:00

Compliance is King

How a web based crm dialer in a regulated industry can help keep your team within the law When you are on the front line of compliance, every client interaction has the potential for risk. If a member of your organization goes off script, the potential fallout could have serious implications on your bottom line. In regulated sectors as diverse as finance, health care and education, critical information must be protected and communication must fall within existing protocols. To stay within the law, a wide range of businesses and organizations have come to rely on automated systems for making calls ... Read More

Compliance is King2019-08-29T17:54:01+00:00