Elevating Multi-Channel Engagement Practices – Part 3: Detailed and Accurate Reporting

By Joe Vaccarella, CEO and Co-Founder, CIA Omnigage In the final part of CIA Omnigage’s thought leadership series on how firms can elevate multi-channel customer engagement, we’ll examine the importance of detailed and accurate reporting for improved data management and client engagement. As firms adjust to new working arrangements beyond the COVID-19 pandemic, instituting a system with strong, resilient data solutions with robust capabilities will be essential.  Data-Driven Insights & Integrity Customers put their trust in technology providers to keep their information safe and have the ability to gain actionable insights from their data. Unless processed and presented in ... Read More

Elevating Multi-Channel Engagement Practices – Part 3: Detailed and Accurate Reporting2020-06-23T17:18:39+00:00

CIA Omnigage Named Best Cutting-Edge Ops Solution In FTF News Tech Innovation Awards 2020

CIA Omnigage was named the "Best Cutting-Edge Ops Solution" in the FTF News Technology Innovation Awards 2020 presented by Financial Technologies Forum and FTF News. The FTF News Technology Innovation Awards were established in 2011 to honor the professionals, financial technology vendors, service providers, industry bodies and regulators that have made significant strides and noteworthy achievements in operational excellence. Joe Vaccarella, Co-Founder and CEO says. "Congratulations to our CIA Omnigage team on winning 'Best Cutting-Edge Ops Solution' at this year's FTF Awards, and thank you to all those who voted for us and showed support." Winners were selected across ... Read More

CIA Omnigage Named Best Cutting-Edge Ops Solution In FTF News Tech Innovation Awards 20202020-06-10T13:21:50+00:00

Communications and Fintech – Part 2: Quantifying Customer Engagement

By Joe Vaccarella and Indy Sarker Customer and service provider dynamics are evolving and as a result, so must the way in which firms evaluate the customer experience. Companies are beginning to enact long-term remote working practices with the right tools in place, the customer experience can be analyzed, quantified, and improved over time to ensure workflows are always at optimal levels. After exploring the importance of flexibility in Part 1 of our Communications and Fintech series, Part 2 will examine how to quantify the customer experience, how this can improve best practices, and how engagement analytics can help ... Read More

Communications and Fintech – Part 2: Quantifying Customer Engagement2020-06-04T18:26:11+00:00

Client Instance Access Shortlisted Three Times in Waters Rankings 2020

 Client Instant Access and its Omnigage platform have been named a finalist in three categories in the 2020 Waters Rankings: 'Best Network Provider', 'Best Mobile Solutions Provider', and 'Best Cloud-Based Application Provider'. The 18th annual Waters Rankings recognize the best fintech vendors across 34 different categories within 5 areas that include Trading Services; Trading Tools; Data Management; Compliance, Risk Management and the Back Office; and Infrastructure and Connectivity. Show your support for Client Instant Access by voting now through May 29. You can access the voting page and additional information here.

Client Instance Access Shortlisted Three Times in Waters Rankings 20202020-06-02T14:15:41+00:00

Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency

By Micheal Morgan, Chief Technology Officer In Part 2 of Client Instant Access’s thought leadership series on how firms can elevate multi-channel customer engagement, we examine how to optimize workflows, even amidst unpredictable circumstances like the ongoing COVID-19 pandemic. As firms across financial services, healthcare, education, and other industries continue to work remotely – and with many already considering implementing work from home policies longer-term – multi-faceted and secure resources like webinars, blast voicemail, conference calling, integrated dialer and SMS capabilities, provide the efficiency and peace of mind in what has quickly become a heavily-saturated and hectic communications environment. ... Read More

Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency2020-05-13T12:35:42+00:00

FinServ Comms Q&A, Markets Media: Joe Vaccarella, Client Instant Access

Joe Vaccarella, CEO and Founder of Client Instant Access examines how the dynamics of multi-channel communications have been impacted since the outbreak of COVID-19 pandemic and how this will alter the landscape for technology and cybersecurity moving forward.  What are some of the communication challenges firms across the financial sector have faced during the COVID-19 pandemic? With nearly everyone in the global financial sector working from home due to the Coronavirus pandemic, secure and streamlined communication solutions have never been more vital. Companies have been forced to rely on alternative resources for meetings, earnings calls, and customer communication. There's ... Read More

FinServ Comms Q&A, Markets Media: Joe Vaccarella, Client Instant Access2020-04-29T16:17:02+00:00

Communications and Fintech – Part 1: Flexibility at the Core

By Joe Vaccarella and Indy Sarker At the core of any financial technology provider must be flexibility. Financial institutions rely on their fintech partner's nimbleness when it comes to addressing unexpected market turbulence and seamlessly navigating the evolving industry landscape. With global issues such as COVID-19 impacting business continuity and daily workflows, flexible and easy-to-deploy-and-use technology has never been more important.  Omnigage and ANALEC recently partnered to address business continuity and communication hurdles that traders and analysts are facing with their client base as firms continue to operate remotely during the Coronavirus pandemic. By providing secure and compliant multi-channel ... Read More

Communications and Fintech – Part 1: Flexibility at the Core2020-04-23T17:42:48+00:00

Timely Communication During a Worldwide Pandemic

By Joe Vaccarella, CEO & Founder The last month has been unlike anything we’ve ever experienced before. Increased communication between employees and customers is now more vital and will continue to be as the world battles through the COVID-19 pandemic. Companies will need to rely on proven multi-channel communication solutions to ensure that business initiatives – such as large events and quarterly earnings release calls – and, more importantly, emergency notifications and alerts are initiated in a timely manner. Omnialert: Real-time Emergency Notifications and Alerts Single-touch emergency notifications have never been more important than in the current circumstances and ... Read More

Timely Communication During a Worldwide Pandemic2020-04-14T13:01:59+00:00

Omnigage and Analec Team to Streamline Customer Engagement During Covid-19

Telephony and data tools will solve communication hurdles faced by bank teams working remotely. Parsippany, NJ & New York, NY; April 2, 2020 - Omnigage, a provider of premium multi-channel communications solutions, and ANALEC, a global provider of research management and CRM software solutions, have teamed up to streamline customer engagement and communication capabilities for financial institutions during the COVID-19 pandemic. The partnership will address business continuity and communication hurdles that research analysts and traders are facing in leveraging interaction data for both strategic and compliance purposes as firms continue to operate remotely. By combining Omnigage’s next-generation CTI with ... Read More

Omnigage and Analec Team to Streamline Customer Engagement During Covid-192020-04-09T21:55:54+00:00

Navigating the Route to Streamlined Communications

Client Instant Access & Tier1 Financial Solutions Technical advancements are helping foster better relationships between clients and institutions - as long as there’s not a break in the communication process, that is. While firms need to stay ahead of the innovation curve, even more importantly, they have to ensure that the communication ball is not dropped. In today's market environment, the case for this has never been stronger. Fortunately, Omnigage and Tier1 have created an environment that allows institutional banking and capital markets professionals to seamlessly communicate. So whether you are on the go or working from your desktop, ... Read More

Navigating the Route to Streamlined Communications2020-04-13T20:10:56+00:00

New Platform Targets Finance’s Communication Woes – WatersTechnology.com

Client Instant Access's Omnigage allows compliance officers to approve communications content. Hamad Ali, Waters Technology: New Jersey-based Client Instant Access (CIA) has built a cloud-based messaging platform that seeks to address fragmented communications and regulatory constraints on research analysts and traders. CIA co-founder and chief executive officer Joe Vaccarella says his firm, which offers voicemail and integrated dialers to financial service firms, has created the platform, called Omnigage, to improve on the products the company already offers by focusing on specific issues the industry faces.

New Platform Targets Finance’s Communication Woes – WatersTechnology.com2020-03-12T13:49:39+00:00

Redefining Relationships by Unifying CRM and Multi-Channel Communications

By Joseph Vaccarella, Client Instant Access & Manish Patel, Tier1 Financial Solutions Advancements in technology are helping sales, research and trading desks with more collaborative components to help them optimize their client relationships. Buy and sell-side firms have voiced that exchanging ideas and working together to achieve common goals around technology innovation is the optimal route. Fintech partners feel the same way and are increasingly collaborating on ideas and integrating their solutions to create a more efficient and streamlined workflow for all capital markets participants. In this piece, we’ll be taking a look at why the marriage of customer ... Read More

Redefining Relationships by Unifying CRM and Multi-Channel Communications2020-02-24T16:23:42+00:00

Elevating Multi-Channel Engagement Practices – Part 1: Data Integrity

By Joseph Vaccarella, CEO and Co-Founder The financial industry is abounding with data, providing participants with ample opportunity to gain greater market insights and make more informed decisions. However, harnessing the oceans of data that's available is a challenge faced by financial institutions, regulators and analysts. CIA's Omnigage platform was designed to address this very issue. In the first part of our series on how to enhance customer engagement practices, we examine the first of Omnigage's three differentiators - data integrity. Enhanced flexibility across your multi-channel engagement platform When figuring out how to enhance technology capabilities for financial service ... Read More

Elevating Multi-Channel Engagement Practices – Part 1: Data Integrity2020-02-21T19:53:42+00:00

Multi-Channel Communications During Flu Season

By Michael Priore, General Manager Professionals in the healthcare sector, which is increasingly relying more on emerging technology applications, need a multi-channel communications platform that’s easily implemented – without extra technology build or disruption of their current systems. With no additional plugins required, Omnigage provides an array of communication capabilities to medical and healthcare professionals to ensure that patients never miss their flu shot. Enhanced Communication with Patients The healthcare industry is constantly evolving and with that comes new technologies to improve both patient and physician resources. With Omnigage’s unique scheduling system, appointment reminders are available instantaneously on both ... Read More

Multi-Channel Communications During Flu Season2020-02-21T19:54:50+00:00

Omnigage: Simplifying Client Outreach during Tax Season

By Joseph Vaccarella, CEO and Co-Founder The new year is upon us, which means that tax season is officially underway along with the arduous process of sending emails to clients about providing their personal information. With Omnigage, accounting professionals can leverage cloud-based technologies anywhere to seamlessly integrate communications across multiple channels and end-users, alleviating the key main points that the industry has been facing for years. Communicating Across Multiple Channels Regardless of whether it's a few of a few thousand clients that you're managing, Omnigage is the all-in-one answers for 2020's tax season communication demands by creating smarter, more ... Read More

Omnigage: Simplifying Client Outreach during Tax Season2020-02-21T19:56:34+00:00

How Call Logging Can be Beneficial to your Business

Why would you need the capability to use call logging software in your customer tracking? Call logging features contain important information, such as the phone number, the call time, and status of the call. In today's business world call logging has become a key component that can improve your customer service experience and boost sales productivity. Call logging software allows you to view past interactions with a contact giving you the knowledge to have an intelligent conversation and proceed with the next steps, improving the agent/client relationship. The new Omnigage multi-channel engagement platform can enable you to receive advanced ... Read More

How Call Logging Can be Beneficial to your Business2020-02-21T20:01:28+00:00

Why Call Centers Need An Advanced Auto Dialer As Part of a Sales Strategy

Top Benefits of an Auto Dialer in Call Centers Having an auto dialer has transformed the way call centers operate on a business scale. In the past auto-dialers have been known as just a way to dial out from a list of telephone numbers. However, in today's world auto-dialers have been defined more as an integration software and can integrate into almost any CRM. For example, if a live person answers he/she would have a list of options to choose from. In addition, auto-dialers have the capability to detect answering machines, disconnected calls, etc. Auto-dialers can also be very ... Read More

Why Call Centers Need An Advanced Auto Dialer As Part of a Sales Strategy2020-02-21T19:57:47+00:00

How the Omnigage Advanced Messaging Platform Can Benefit the Healthcare Industry

The Healthcare Industry is continuing to evolve every day and having various ways to communicate with your staff and patients is vital. With Client Instant Access' new advanced messaging platform Omnigage you can create and send out personalized messages via SMS, email, and voice blasts to thousands of people in a matter of seconds. This unique messaging platform can function as its own CRM or can be an embedded terminal which can integrate with your CRM.   How can the Omnigage Platform Improve the Healthcare Industry   Sending Appointment Reminders   Having the ability to send out a voice, SMS, ... Read More

How the Omnigage Advanced Messaging Platform Can Benefit the Healthcare Industry2020-02-21T19:58:48+00:00

How Property Management Can Benefit from Omnigage

In our digital world today, Property Manager's have various ways to communicate with their clients and tenants. SMS, email, and voice blasts are all ways you can reach out to your tenants, which can make communication more efficient. Property Management involves the overseeing of real estate and it requires constant communication with tenants and clients. This is where Omnigage comes into play. Client Instant Access has recently introduced a platform known as Omnigage. This unique messaging platform can function as its own CRM or can be an embedded terminal which can integrate with your CRM. How can the Omnigage ... Read More

How Property Management Can Benefit from Omnigage2020-02-21T19:59:33+00:00

New Omnigage 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 Omnigage Platform that allows users to integrate their communication needs into a CRM like Salesforce as an embedded terminal. This application is a one-stop shop for anyone seeking a greater level of coordination within their professional life. Users can manage multiple contact lists and engage with them under customizable rules for formula-based customer interactions. This optimizes ... Read More

New Omnigage Platform From Client Instant Access2020-02-21T20:00:37+00:00