Conference Operator Parsippany, NJ

Job Description Client Instant Access, based in Parsippany, NJ, is one of the leading providers of communication and technology solutions for the financial, healthcare and many other industries. We are looking for a team member to join our operations group. In this role you will provide first-level customer support and… READ MORE

Benefits of Using Blast Voicemail for Accounting Firms During Tax Season

As tax season approaches, accountants may find long client lists overwhelming and hard to organize.  Sending reminders to clients about sending their tax information, as well as communicating important information before filing dates arrive are essential during the stressful tax season for accountants. Communicate Reminders and Important Dates Whether you… READ MORE

New Omni-Channel Platform From Client Instant Access

In the current digital climate, workers have copious options when deciding how to communicate with clients. Phone, SMS, email, and voice blasts are all ways to reach your clientele, but this wide variety can cause disorganization and hurt communicative efficiency. Enter the new Omni-Channel Platform that allows users to integrate… READ MORE

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… READ MORE

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… READ MORE

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… READ MORE

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… READ MORE

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… READ MORE

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… READ MORE

Compliance is King

How a web based 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… READ MORE

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.… READ MORE

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… READ MORE