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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...
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...
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...