Posted on May 24, 2018

How A Wall Street Research Analyst Became More Productive

Client Instant Access is your most important telecommunications partner

How can Client Instant Access (CIA) make a typical day in the life of an analyst simpler and more productive? With a suite of products designed to tackle all of your telecommunications needs, CIA is a valuable partner to boost your efficiency, cut costs and streamline your processes.

Meet Sara, a busy research analyst with insight about stock that she needs to share with a specific contact list of 500 people. CIA’s Blast Voicemail service allows her to easily send out a customized voicemail detailing the information. Sara simply records her message, selects her contact list and hits send.  If she was using the premium service, her contacts could receive this blast first thing in the morning in their voicemail. It’s that simple.

On the blast, Sara scheduled a conference call for 10am to field any questions.  The next morning, she receives a report from the blast, itemizing the statistics of who received the blast, which calls dropped to voicemail and what numbers were inactive. Typically, voicemail blasts achieve an 80% success rate. Sara conducts the conference call. This interaction is the most convenient way to ensure that her message is being completely understood and received. CIA provides an operator that opens the floor for questions after Sara finishes her presentation.  

After the conference call, Sara reaches out to anyone who did not receive the initial blast. She uses the Integrated CRM Dialer to efficiently call 100 clients. She simply clicks to dial her clients. If a client doesn’t answer, she can quickly provide them with a customized, prerecorded message and move on to the next person.  If they do answer, she can easily talk and have a conversation.

The simplicity of these products has made Client Instant Access a first choice for many major Wall Street banks and financial firms. Users can employ Blast Voicemail, Conference Calling, and the Integrated CRM Dialer to expedite their workdays and get their message across, every single day.