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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....
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...
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,...
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...
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...
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...
Organizations are faced with difficult decisions when creating a communication strategy. Making sure the message is received and understood is critical to any successful campaign. There are situations where email and SMS can properly meet the objectives. But there...