by CIA Omnigage | May 1, 2017 | Blog, Compliance, Integrated CRM Dialer
How a web-based CRM 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 on your bottom line. In regulated sectors as diverse as finance, health care, and education, critical information must be protected and communication must fall within existing protocols.
To stay within the law, a wide range of businesses and organizations have come to rely on automated systems for making calls that require regulatory oversight. The advantages are clear: automating as much of the process as possible means you will deliver messages in a consistent and clear manner, with the additional benefit of saving time and reducing costs.
Stakeholders at large financial and health care organizations know that they must document their communications to comply with the law and their own internal regulations. They also have a mandate to control costs and to streamline operations whenever possible. Using a web dialer, such as Integrated CRM Dialer from Client Instant Access, gives them a number of advantages.
- Knowledge – All phone calls are logged and processed. All records of communications are stored for easy access by the user and the user’s manager, making it an excellent tool for adhering to compliance requirements.
- Simplicity – The CRM Dialer can be easily integrated with your customer relationship management software or used as a standalone product. The program stores all your contacts and allows you to make call “lists” to maximize the efficiency of every call you make.
- Consistency – If employees read from a script, it is difficult to be certain that they are following it carefully, without direct and continual oversight from managers. A CRM Dialer program ensures that the same recorded message will be delivered to the recipient’s voicemail every time. When using the system to connect with people who answer before voicemail kicks in, users can begin the call with a personal introduction and then deploy the recording.
- Security – Cloud-based products require zero maintenance from the end-user. The cloud computing services provider’s IT team monitors the system, updating it as needed, and constantly protecting the data from criminal hackers.
- SOC 2 – The Client Instant Access CRM Dialer is compliant with Service Organization Control 2, which has to do with the five areas of availability, confidentiality, privacy, processing integrity, and security. Organizations, particularly those involved in the finance industry, will want to work only with a SOC 2-compliant CRM Dialer to make sure they are meeting reporting standards.
Switching to a CRM Dialer powered by cloud computing and tying it into your CRM gives you flexibility and the peace of mind that comes from knowing you are meeting your regulatory obligations.
For more information on CIA’s Integrated CRM Dialer application, visit www.callcia.com or call (973) 439-0088.
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 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 | Jun 23, 2016 | News
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 fun way to close out our banner year, and the best way to do this was by putting a unique spin on an industry-standard”
Candi is an update on the “click to dial” concept which directly rivals the industry’s leaders by adding levels of ease, efficiency, and security which are currently absent from the marketplace. CIA plans to unleash this App when they make their debut during the four-day innovation extravaganza, Dreamforce.
CIA continues to be an industry pioneer by maintaining a 24-hour on-site conference calling and customer service support center to directly meet clients’ needs. The ever-growing company offers the quickest and most reliable Blast Voice Messaging, Conference Calling, and CRM Dialer systems available in the marketplace. CIA SOC 2 Certified, allowing their products to cover markets from education and healthcare, to legal and financial. Co-founder and CEO Joe Vaccarella has over twenty years of telecommunications experience, while the rest of the seasoned senior management team boasts over fifty years of diversified industry experience. Most recently, CIA has partnered with industry juggernauts such as Salesforce, Tier1, ANALEC, NEXJ, and Singletrack.
Founded in 1997, Client Instant Access, LLC is headquartered in Parsippany, N.J. The company’s state-of-the-art services have made them a leader in the telecommunications industry, as well as the choice provider for Wall Street’s top financial institutions. They have achieved this recognition by maintaining multiple carrier-neutral data centers on a global scale, in order to uphold only the highest level of call and connection quality.
CIA will be attending Dreamforce taking place October 13-16, within San Francisco’s Moscone Center at Booth #W641.
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