Elevating Multi-Channel Engagement Practices – Part 3: Detailed and Accurate Reporting

By Joe Vaccarella, CEO and Co-Founder, CIA Omnigage In the final part of CIA Omnigage’s thought leadership series on how firms can elevate multi-channel customer engagement, we’ll examine the importance of detailed and accurate reporting for improved data management and client engagement. As firms adjust to new working arrangements beyond the COVID-19 pandemic, instituting a system with strong, resilient data solutions with robust capabilities will be essential.  Data-Driven Insights & Integrity Customers put their trust in technology providers to keep their information safe and have the ability to gain actionable insights from their data. Unless processed and presented in ... Read More

Elevating Multi-Channel Engagement Practices – Part 3: Detailed and Accurate Reporting2020-06-23T17:18:39+00:00

Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency

By Micheal Morgan, Chief Technology Officer 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 services, healthcare, education, and other industries continue to work remotely – and with many already considering implementing work from home policies longer-term – multi-faceted and secure resources like webinars, blast voicemail, conference calling, integrated dialer and SMS capabilities, provide the efficiency and peace of mind in what has quickly become a heavily-saturated and hectic communications environment. ... Read More

Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency2020-05-13T12:35:42+00:00

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 ... Read More

Is your communications platform secure? Protect your firm from cybersecurity attacks and data breaches.2020-04-29T19:56:16+00:00

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 are some of the communication challenges firms across the financial sector have faced during the COVID-19 pandemic? With nearly everyone in the global financial sector working from home due to the Coronavirus pandemic, secure and streamlined communication solutions have never been more vital. Companies have been forced to rely on alternative resources for meetings, earnings calls, and customer communication. There's ... Read More

FinServ Comms Q&A, Markets Media: Joe Vaccarella, Client Instant Access2020-04-29T16:17:02+00:00

Timely Communication During a Worldwide Pandemic

By Joe Vaccarella, CEO & Founder 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 multi-channel communication solutions to ensure that business initiatives – such as large events and quarterly earnings release calls – and, more importantly, emergency notifications and alerts are initiated in a timely manner. Omnialert: Real-time Emergency Notifications and Alerts Single-touch emergency notifications have never been more important than in the current circumstances and ... Read More

Timely Communication During a Worldwide Pandemic2020-04-14T13:01:59+00:00

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 23 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 ... Read More

Are you GDPR Ready? Did you choose the right Telecommunications Provider2020-02-07T13:19:53+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 ... Read More

Meeting the Challenge of MiFID 22020-02-07T17:04:34+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 ... Read More

Compliance is King2020-02-07T17:07:06+00:00