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

Client Instant Access To Attend Salesforce World Tour New York

Join Client Instant Access @ Javits Center next Thursday, December 15th for an exciting day!  Learn more about Client Instant Access Products and how they can boost your salesforce experience. Experience New Products Up Close: Learn more about the latest Salesforce announcements and products, including Einstein, Commerce Cloud, Quip, Lightning,… READ MORE

CIA Set to Attend IT Expo in Fort Lauderdale

From February 8-10, Client Instant Access will be attending one of the most exciting tech conferences in the country, the IT Expo. The IT Expo is a three day long conference for some of the biggest names providers, carriers, enterprises, and agencies in tech, and CIA will be in the… READ MORE

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… READ MORE