by CIA Omnigage | Mar 2, 2017 | Blast Voice Mail, Blog, Communications, Compliance, Conference Calling, Financial, Integrated CRM Dialer
The Provider of Choice on Wall Street
Since its birth in 1997, Client Instant Access has acquired a long list of the most impressive Wall Street banks as clients. But how could one company quietly build so many strong relationships with major banks? The answer is a combination of the company’s strong products, and more specifically, the built-in compliance solutions.
With three major products, Blast Voicemail, Integrated CRM Dialer, and Conference Calling, Client Instant Access has had nearly two decades of success with the banking and financial industries. The usefulness of all three products is the biggest reason for this. All three seek to limit research analysts’ time in making calls and allow them to get their message across to hundreds of people in a short amount of time.
Since time is a precious resource on Wall Street when it comes to making calls, the CIA has strived. The efficiency of a click to dial a product that works well with CRMs has proven to be an incredibly valuable tool on Wall Street.
Another factor that has led to Client Instant Access being a provider of choice on Wall Street is compliance. CIA is SOC 2 compliant that ensures that all calls and content used through the CIA will be kept private and secure.
Through doing this, the CIA has earned the trust of Wall Street firms. Trust is incredibly valuable when trying to serve the needs of bigger clients in regulated industries, and good compliance and security is a critical component.
Blast Voicemail and our CRM Dialer are the two most widely used products that the CIA offers clients. They allow Financial Institutions to communicate with their clients on a grand scale in a condensed time frame. By creating contact lists and taking notes, an analyst can also stay organized, keep in compliance, and maximize efficiency.
The large scale on which Wall Street operates makes it difficult to stay ahead. CIA can help a Wall Street bank or Financial Institution manage the pace and time of daily transactions and helps companies gain an edge, as well as for trim inefficiencies. This is ultimately what has kept Wall Street firms and Financial Institutions as a client for almost 23 years.
by CIA Omnigage | Feb 22, 2017 | Blog, Integrated CRM Dialer
Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers. This has forced some companies to look for a different dialer, one particular with better compliance.
Client Instant Access’s Integrated CRM Dialer provides an efficient, compliant replacement to Cisco’s CRM Dialer. There are numerous features that make the product user-friendly and are sure to be highly useful to anyone in need of a CRM Dialer.
The Integrated CRM Dialer has a click-to-call function that allows analysts and customers to make calls in a fraction of the time. It also has the option to drop a voicemail, pre-recorded or not, into their recipients back if they do not respond.
There is also a note-taking section on a CRM Dialer to keep analysts organized and effective at their jobs. These note-taking sections can keep individual analysts accountable, as these transcripts can be sent to supervisors. This accountability can increase sales and productivity.
A CRM Dialer’s contact lists can also allow any research analyst or healthcare professional to easily make lists of clients or patients and can make it easy to contact them quickly. With simply a cell phone and an Internet connection, users can communicate with huge amounts of people.
Because of the more personal tone of an individual call, a CRM Dialer finds more success when it comes to sales. Any salesperson can use a CRM Dialer to quickly call hundreds of leads and let them know about a new product, or make a close. This simplicity can take productivity to new heights.
With Cisco not supporting their own product, many companies find themselves with an unsupported CRM Dialer. These same companies may be looking for an ample replacement in the form of CIA’s CRM Dialer product, which has great compliance and is completely supported.
Client Instant Access’s CRM Dialer has impressed clients with its efficiency since 2002. Its easy-to-use nature and efficiency have made the CIA a provider of choice on the front of many different industries.
by CIA Omnigage | Feb 15, 2017 | Blog, Communications, Integrated CRM Dialer
The Integrated CRM Dialer from Client Instant Access has a wide variety of uses across scores of industries. Here are some of the best uses.
10. Travel Agencies: Travel agents can use a CRM Dialer to communicate with large client lists about different kinds of deals to exotic locations they are offering. Using a CRM Dialer, the agent can quickly get into contact with hundreds, even thousands of customers in a fraction of the time. If they don’t pick up, the agent can simply drop a message into their customer’s voicemail.
9. Court Dates: Public courts can use a CRM Dialer to remind people of upcoming court dates for minor violations like traffic tickets. By using a regularly updated contact list of people who need to appear in court, one person can easily click to call and give a reminder of an upcoming court date.
8. Restaurant Reservations: For restaurants that have tables reserved weeks and months in advance, a CRM Dialer is a great way to remind customers of their upcoming reservations.
7. Retail Stores: Similar to travel agencies, retail stores can allow customers on a contact list to know about sales, unusual store hours, or new products with a CRM Dialer. By calling each individual person, it gives a personal touch and makes it more likely to attract traffic in the store.
6. Education: A CRM Dialer is a great way for educators to remind students and their parents about different events the school is having. From asking for donations and different school events to announcing snow days, the CRM Dialer helps schools greatly.
5. Food Stores: Food stores need to contact a lot of different companies in order to stock their shelves for the public. A CRM Dialer helps these stores get into contact with these food companies efficiently and quickly.
4. Interest Groups: Our CRM Dialer can help interest groups reach out to their members quickly in order to form events and ask for donations. It expedites the day-to-day operations of an interest group.
3. Real Estate: Real estate firms can use a CRM Dialer by getting into contact with client lists of people looking for houses. When a great value comes up, a firm can quickly inform hundreds of people with click-to-call.
2. Healthcare: Healthcare companies can use CRM Dialer in a lot of ways. Some of these include getting into contact with pharmaceutical companies, patients, potential doctors, and more. Our CRM Dialer helps healthcare industries function at their top potential.
1. Research Analysts: Research analysts have a huge need for a CRM Dialer. They can easily get into contact with their clients and inform them of the latest financial information. They can also use the note-taking function to keep themselves organized. This is the number one use of a CRM Dialer.
CIA’s Integrated CRM Dialer
Stop listening to countless voice mail greetings. Eliminate the need to repeat yourself over and over. Save time and reduce stress while increasing productivity by up to 66% with Client Instant Access’ Integrated CRM Dialer.
What is a CRM Dialer:
CIA’s CRM Dialer is a web-based tool that allows you to quickly and continuously dial out to large numbers of clients, leaving pre-recorded messages whenever voice mail is reached OR connecting to a live person if the call is physically answered.
Why should you use the CIA’s Integrated CRM Dialer?
- Never again will you have to repeat the same
voice mail message over and over during the
day. Our system delivers a crisp, consistent
and effective message each time with the
same level of enthusiasm.
- Eliminate the stress of making outbound
phone calls.
- Make all of your calls in one-third the time
by CIA Omnigage | Jan 26, 2017 | Blog, Integrated CRM Dialer, MiFID 2
Recently, the European Commission revised legislation that regulates firms who provide services to clients linked to financial instruments, including shares, bonds, and derivatives. Known as Markets in Financial Instruments Directive 2 (MiFID 2), the regulations represent a widespread change for the financial industry. The primary intent of MiFID 2 is to reduce systemic risk and to ultimately guarantee more robust investor protection.
Brokers and investment professionals must change the way they communicate and interact with investors and re-examine how they operate in different markets. Ultimately, MiFID 2 means that there will be a far more competitive environment for analysts to navigate.
Client Instant Access’ telephony tools along with Singletrack’s CRM platform provide powerful and intuitive solutions to these changes. The Integrated CRM Dialer feature inside Singletrack allows financial firms to execute efficient client outreach. Our CRM Dialer ensures that the analyst will make contact with the investor, either by speaking to them when they pick up or by leaving a prerecorded voice message with an option to add a personal message.
Since 1997, Client Instant Access has worked with some of the most prominent banks on Wall Street. It is now poised to attract some of the most prominent European banks.
Watch “Sell-side Capital Markets: Preparing for MiFID II” Featuring Stuart Berwick, CEO of Singletrack
by CIA Omnigage | Nov 23, 2016 | News
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 the CIA will be in the middle of it all. With representatives from dozens of different industries, February 8-10 will certainly be promising days for Client Instant Access.
With a variety of exciting features, the 2016 IT Expo was a huge success. There were 6,284 attendees with 129 exhibitors and a total social reach exceeded 13 million. This kind of magnitude is what attracted Client Instant Access to attend. 2017 promises to sell out again, and the IT Expo should be bigger than ever.
The IT Expo offers different seminars on how to improve sales through technology, as well as exhibiting some of the latest tech startups and how they are reaching their clientele. It also has expositions and lessons for “newbies” in the tech world.
The IT expo also features some highly distinguished speakers from IBM, Plantronics, Ingate Systems, and other tech giants. They are sure to depart wisdom on the entirety of the exposition.
The tech world has proved to be a very volatile, evolving place. The IT Expo hopes to help companies navigate this ever-changing terrain, as well as display some of the technology that is helping companies run like never before.
Ultimately, the IT Expo can be summed up by the great Steve Wozniak: “The event is representative of modern-day technology and the new state of the art. It’s the people introducing new things.”
The weekend of February 8-10 will certainly be an important one to mark on the calendar for Client Instant Access.
You can register and learn more about IT Expo at the following link.
