Chat with us, powered by LiveChat

Reaching a Wider Audience With Blast Voicemail

Many companies and corporations often face the same issue when placing calls to potential clients, customers, or patients.  That issue is reaching a large number of people and conveying an effective and personal message to them. Client Instant Access, however, has allowed businesses to do just this.  With CIA’s Blast Voicemail, reaching hundreds of people in the matter of seconds has become a reality.  Companies can even assess the effectiveness of these messages with a comprehensible blast report. Research analysts commonly use blast voicemail in order to communicate new financial information to their clients.  They use Client Instant Access for ... Read More

Reaching a Wider Audience With Blast Voicemail2019-06-13T17:38:48+00:00

VIDEO: Are You Prepared For MiFID II

Sarbanes–Oxley, Dodd Frank and now MiFID II Client Instant Access has answered the call before Complying with MIFID II is not optional! Track and Archive all Voice Communication using advanced voice Based technology from CIA The clock is counting down to MiFID II and CIA has the custom solutions to ensure proper compliance. As Integration Specialists CIA can deliver its voice technology solutions in any CRM platform. Firms that use CIA’s Integrated CRM Dialer track more than just who was called and when the call occurred. IDD ENABLES callers to enter custom notes for each call. Firms can use these notes ... Read More

VIDEO: Are You Prepared For MiFID II2019-06-13T17:46:43+00:00

Keeping Alumni Connected

Client Instant Access’s motto is “getting your message across.”  It has served as a good summation for our mission  as a company and reflects client needs that are widespread across many industries and areas. One popular use where our products help organizations get their messages across is the use by Alumni Groups to help  keep members connected.  Often after finishing high school or college, it is easy to fall out of contact and forget about one’s alma mater. Products like Blast Voicemail and an Integrated CRM Dialer can alleviate this issue by connecting schools and former students more easily. Using ... Read More

Keeping Alumni Connected2019-06-17T12:29:34+00:00

Global Premium Calling Services: Australia

For the past 20 years, Client Instant Access has had a global presence in all parts of the world. The popularity of Client Instant Access services in Australia are a shining example of the exceptional quality service clients have come to expect. CIA has been  recognized as a top vendor of choice for Australia firms. Having nodes based in Australia has allowed CIA to have a strong infrastructure, which also enables exceptional international service. In addition, “Call quality” remains a very crucial feature that allows communication to flow smoothly on a regular basis. CIA’s state-of-the-art-messaging system provides clear connections to ... Read More

Global Premium Calling Services: Australia2019-06-17T12:33:04+00:00

Client Instant Access Offers Smart Solution to Pollsters

During election season, Integrated CRM Dialer helps pollsters make thousands of calls in less time Political polls are an essential tool to engage the voting public and to inform campaigns during the competitive election season. Pollsters survey thousands of people to gauge public opinion and to provide valuable insight to campaigns on voting patterns and predictions. Gathering this critical data is laborious: calls generally garner an 8% response rate, forcing pollsters to dial as many as 20,000 numbers to assemble a 1,000-person survey. Although online polls can be employed to assemble some data, dialed polls provide the most reliable information ... Read More

Client Instant Access Offers Smart Solution to Pollsters2019-06-17T12:36:22+00:00

Seeking Cover From MIFID II

Client Instant Access Solutions That Can Integrate With Your CRM When the Markets in Financial Instruments Directive II (MIFID II) takes effect on January 1, 2018, financial services firms with offices anywhere in the EU will need to comply with its requirements. The Challenge of Supervision and Compliance As part of MIFID II, firms providing investment advice or portfolio management will no longer be able to accept any type of benefit – monetary or not – from third parties in relation to client service, due to the real or perceived conflict of interest such payments can create. Firms offering research ... Read More

Seeking Cover From MIFID II2019-06-17T12:39:55+00:00

MiFID II – How Research Needs to be Tracked and Billed

This MiFID II related article outlines charging for Research. One of the main focuses of MiFID II is tracking research that must be billed to clients. Using the Client Instant Access CRM Dialer system accurately tracks the time spent releasing research information. The Client Instant Access CRM Dialer tracks the name of the prerecorded message left or the length of a live conversation. Our system stores the name, company, Ticker symbol and any notes relating to a contact. This allows for administrators to easily sort lists by company or Ticker for proper reporting and charge backs.

MiFID II – How Research Needs to be Tracked and Billed2019-06-17T12:42:45+00:00

Blast Voice Mail and CRM Dialer Video

CIA’s Integrated CRM Dialer helps you redefine the way you communicate while empowering yourself to become more efficient and organized.  The system is easy and ready to help you take your business to the next level.  Watch the video to learn more. Here’s how it works: Features: Managing Call Lists Take Call Notes Create and leave personal greetings before you drop a message Drop a message and move to the next call. Manage voice messages Share messages with your entire team on the CIA system Send a message out to all your contacts at one time Schedule the date and ... Read More

Blast Voice Mail and CRM Dialer Video2019-06-17T13:04:15+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 22019-06-17T13:09:05+00:00

MiFID II Updates and Guidance

Banks and capital markets institutions responding to The Markets in Financial Instruments Directive (MiFID) II legislation is fast approaching.  Just about every large Bank and Capital Markets Institution has started preparations.  It is critical that any organization have a thorough understanding of the impact on operations and a clear plan for implementation.  By far the largest impact will be on the technology component and how a solution can be implemented. We found the articles listed below helpful and worth reading.   Client Instant Access is ready to assist clients with powerful and intuitive solutions to meet these required compliance changes. ... Read More

MiFID II Updates and Guidance2019-06-17T13:13:19+00:00

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar

Client Instant Access has once again jumped ahead of the pack by introducing the CANDI Sidebar for the Lightning Experience. The open CTI allows users to one click dial any phone number in their Lighting Experience pages. Users have the ability to speak with any live answers and have the interaction recorded in Salesforce. Since 80% of calls go to voicemail users can create and drop a pre-recorded message and move on to the next contact. All notes, call times and the message delivered are automatically saved in Salesforce freeing up valuable time for the chance at a live interaction. ... Read More

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar2019-06-17T13:18:18+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 King2019-06-17T13:21:29+00:00

Voice vs. Text Part 3: What’s Your Message?

Organizations are faced with difficult decisions when creating a communication strategy.  Making sure the message is received and understood are critical to any successful campaign.  There are situations where email and SMS can properly meet the objectives.  But there are other times where the intended message is more complex and requires added personalization. What is the message and how is it conveyed?  Is it a brief message, or is it longer and more complex?  Does it require some context and explaining?  Will the message require some feedback?  These questions are all important and require evaluation. Email, SMS and Social Media are great tools ... Read More

Voice vs. Text Part 3: What’s Your Message?2019-06-17T13:28:51+00:00

Advantages Of Voice Communications Part 2: Business Relationships

When it comes to business relationships, specifically between a salesperson and client, frequent communication is critical.   But distance and time can make face to face communication unrealistic.  A salesperson or business development professional must have consistent and effective lines of communications to nurture successful client relationships.  Use of impersonal communication channels can be harmful in a business relationship and fail to differentiate your company or brand.  This can result in a client with no vested interest in maintaining a relationship and more willing to work with a different company or provider. Client Instant Access has been assisting organizations for decades ... Read More

Advantages Of Voice Communications Part 2: Business Relationships2019-06-17T13:33:01+00:00

Client Engagement – Voice, SMS, Email, Social Media

Part 1 in a 4 Part Series In the coming weeks, we will discuss the strengths and weaknesses associated with various engagement tools that businesses use today including voice, email, SMS and social media.  This debate has been at the center of business communications for years now, and has companies wondering how they can make their operations more efficient and stay close to their clients.  Client Instant Access has for nearly two decades offered advanced tools and services to allow organizations to deploy voice communications rapidly and efficiently with large groups of people. There has been a growing battle between SMS, ... Read More

Client Engagement – Voice, SMS, Email, Social Media2019-06-17T13:37:06+00:00

Why Wall Street Trusts Client Instant Access To Handle Communication Needs

The Provider of Choice on Wall Street Since its birth in 1997, Client Instant Access has acquired a long list of the most impressive Wall Street banks as clients.  But how could one company quietly build so many strong relationships with major banks?  The answer is a combination of the company’s strong products, and more specifically, the built-in compliance solutions. With three major products, Blast Voicemail, Integrated CRM Dialer, and Conference Calling, Client Instant Access has had nearly two decades of success with the banking and financial industries.  The usefulness of all three products is the biggest reason for this.  ... Read More

Why Wall Street Trusts Client Instant Access To Handle Communication Needs2019-06-17T13:39:54+00:00

With Cisco Unified Application Environment 8.5 No Longer Supported, CRM Dialer Stands Tall

Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers.  This has forced some companies to look for a different dialer, one particularly with better compliance. Client Instant Access’s Integrated CRM Dialer provides an efficient, compliant replacement to Cisco’s CRM Dialer.  There are numerous features that make the product user-friendly, and are sure to be highly useful to anyone in need of a CRM Dialer. The Integrated CRM Dialer has a click-to-call function that allows analysts and customers to make calls in a fraction of the time.  It ... Read More

With Cisco Unified Application Environment 8.5 No Longer Supported, CRM Dialer Stands Tall2019-06-17T13:41:58+00:00

Top Ten Uses for an Integrated CRM Dialer

The Integrated CRM Dialer from Client Instant Access has a wide variety of uses across scores of industries.  Here are some of the best uses. 10. Travel Agencies: Travel agents can use a CRM Dialer to communicate with large client lists about different kinds of deals to exotic locations they are offering.  Using a CRM Dialer, the agent can quickly get into contact with hundreds, even thousands of customers in a fraction of the time.  If they don’t pick up, the agent can simply drop a message into their customer’s voicemail. 9. Court Dates: Public courts can use a CRM ... Read More

Top Ten Uses for an Integrated CRM Dialer2019-06-17T13:44:17+00:00

Sell-side Capital Markets: Preparing for MiFID II

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 means that there will be a far more competitive environment for analysts to navigate. Client ... Read More

Sell-side Capital Markets: Preparing for MiFID II2019-06-17T13:47:25+00:00

Introducing the Candi Sidebar App – How Sweet it is!

Connecting with clients through Salesforce has never been easier or more efficient Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard? We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options and ... Read More

Introducing the Candi Sidebar App – How Sweet it is!2019-06-17T13:50:11+00:00

Client Instant Access, LLC Sets Its Sights on Candi

PARSIPPANY, N.J.--(BUSINESS WIRE)--Client Instant Access, LLC introduces “candi,” a revolutionary Customer Relationship Management (CRM) App through Salesforce that provides clients with maximum detailed reporting, feature-rich options, and compliance tools directly into the hands of the user with nothing more than a click. “We knew that we needed a creative and fun way to close out our banner year, and the best way to do this was by putting a unique spin on an industry standard” Tweet this Candi is an update on the “click to dial” concept which directly rivals the industry’s leaders by adding levels of ease, efficiency, and ... Read More

Client Instant Access, LLC Sets Its Sights on Candi2019-06-17T13:52:12+00:00