Parsippany, NJ & New York, NY; September 15, 2020 – CIA Omnigage, a provider of premium multi-channel communications solutions, has launched a virtual concierge roadshow service for financial institutions to address the transforming Corporate Access model within a remote working environment. With firms gravitating towards long-term remote working conditions, CIA Omnigage’s new service provides a greater level of flexibility and security as communication dynamics across the financial services continue to evolve.
CIA Omnigage’s concierge virtual roadshow offering allows firms to seamlessly organize and schedule large scale, sector-specific events with the ability to host as many management teams and investors as needed. Corporate Access meetings – which traditionally take place in person – are a pivotal element of the financial ecosystem, offering investors an opportunity to meet company management teams in small, personalized settings.
Due to strict security standards required by host firms, virtual events during the initial months of the COVID-19 pandemic were challenging and sometimes proved to be problematic. In order to address these issues and ensure optimal efficiency in a virtual Corporate Access environment, CIA Omnigage’s white glove virtual roadshow offering will include:
A private, secure virtual conference room designated for each management team
A CIA Omnigage lead operator assigned to each room to ensure security and workflow efficiency throughout the meeting
A dedicated portal for each management team for real-time visibility into session attendance with CIA Omnigage’s proprietary chat feature as a direct communication channel to each lead operator
“Everything in today’s financial landscape is going digital and in order to keep up, firms need to employ a robust multi-channel communications approach,” said Dan Duran Co-CEO of CIA Omnigage. “Our new service not only offers firms the security and efficiency they need in Corporate Access but also the peace of mind that the process will not be compromised as a result of going virtual.”
The service supports MIFID compliance by tracking attendance and generating attendance reports. Following each meeting, CIA Omnigage will provide clients with a detailed report on session attendance, management, and investor feedback.
About CIA Omnigage
CIA Omnigage specializes in communications technology for the financial sector and other B2B markets. Its unified platform is supported by a global infrastructure that delivers click-to-dial, voice/SMS/email blast and conference calling solutions. It integrates seamlessly with any commercial CRM or internal system to track client interactions and provides regulatory compliant reporting. Trusted by capital markets for more than two decades, CIA Omnigage’s 24-hour customer service center is staffed by experienced industry professionals ensuring clients benefit from the fastest, most reliable, and flexible services available. Learn more at www.callcia.com.
Media Contact: P.J. Kinsella EVP, Media Relations, Paragon PR +1 (973) 255-7153 firstname.lastname@example.org
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 firms, one of the first considerations must be the simplicity of the product. While flexibility and nimbleness are factors that firms desire when modernizing their fintech applications, they ultimately want something that can be easily implemented without disrupting their current workflow.
Omnigage is designed so that no additional plugins are required in order to access the platform’s suite of capabilities, whether it’s a banking analyst storing a list of contacts to issue research reports or a more advanced data set that’s applied across an organization.
With the ability to control data and content parameters across the platform and gain a holistic view of all customer information and data-driven insights, organizations are more efficiently able to identify opportunities and organize information without having to worry about data security or leakage.
Keeping up with compliance across customer communications
Compliance and regulatory initiatives – such as MiFID II, which was enacted on January 3, 2018 – have put a much greater emphasis on how data is managed and it remains a top priority for firms in 2020. With that in mind, the CIA team has a comprehensive understanding of these developments and has engineered Omnigage to ensure consistent compliance around global regulations. The platform not only allows users to review and submit data around engagements, but the process is seamless and effortless.
As the industry landscape becomes more complex and data demands more arduous, it’s important that firms do not underestimate the value of a solid client engagement platform so that the integrity of customer data is not compromised.
In Parts 2 and 3 of our series around elevating customer engagement practices, we’ll be looking at employing efficient workflow tools and the importance of detailed and accurate reporting.
Client Instant Access has answered the call before
Complying with MiFID II is not optional!
Track and Archive all Voice Communication using advanced voice Based technology from CIA
The clock is counting down to MiFID II and CIA has the custom solutions to ensure proper compliance. As Integration Specialists CIA can deliver its voice technology solutions in any CRM platform.
Firms that use CIA’s Integrated CRM Dialer track more than just who was called and when the call occurred. IDD ENABLES callers to enter custom notes for each call. Firms can use these notes to document the substance of the engagement, helping substantiate determinations about whether the discussion was research-related or not.
CIA’s Blast Voice Mail solution allows the creation of pre-recorded messages that are delivered to a wide-ranging audience. CIA is an industry leader in BVM technology with a platform providing unsurpassed accuracy and detailed reporting that is relied upon by global financial institutions.
Both the CRM Dialer and Blast Voice Mail solutions integrate with the most popular CRMs in use by financial services firms today. A CRM Dialer and BVM call activity is automatically tracked, archived, and mapped into your CRM.
CIA has been facilitating communications for the largest financial institutions for over two decades with continued success. Partner with us as we navigate through the challenges and opportunities ahead.
For the past 20 years, Client Instant Access has had a global presence in all parts of the world. The popularity of Client Instant Access services in Australia is a shining example of the exceptional quality service clients have come to expect. CIA has been recognized as a top vendor of choice for Australia firms. Having nodes based in Australia has allowed CIA to have a strong infrastructure, which also enables exceptional international service. In addition, “Call quality” remains a very crucial feature that allows communication to flow smoothly on a regular basis. CIA’s state-of-the-art-messaging system provides clear connections to its clients and guarantees premium sound quality. Our top tier clients, which include some of the largest Fortune 500 companies, demand a high level of customer service experience, and our goal is to exceed those expectations.
Conference calling and Blast Voicemail are two essential tools for organizations that have clients based in different parts of the world. Maintaining a relationship on a global scale can be a challenge for some. But for organizations that deploy Blast Voicemail, it becomes easier to communicate with thousands of clients, no matter where they are. Premium Conference Calling puts you in even more direct contact with your clients, enabling a higher level of communication and increased satisfaction.
Client Instant Access brings much-needed organization to the chaos that can sometimes exist in international business. With the stakes as high as they can be, mistakes are costly, and people need to be able to rely on a business that is dependable and trusted globally. With experience in the global market from dealing with things like MiFID 2 and Brexit, customers can be assured that they are in the best communicative hands possible.
As part of MiFID II, firms providing investment advice or portfolio management will no longer be able to accept any type of benefit – monetary or not – from third parties in relation to client service, due to the real or perceived conflict of interest such as payments can create.
Firms offering research services will need to properly document all communications in order to properly charge for services. However, many firms are struggling with the requirement to supervise employees’ communications for compliance. MiFID II is clear that organizations will need to take a risk-based approach to capture and supervising not only written communications but also voice calls.
Solutions Designed to Help Firms Comply
Complying with MiFID II is not optional. Fortunately, Client Instant Access (CIA) has tools that can help.
Integrated CRM Dialer
Firms that use CIA’s Integrated CRM Dialer tool are able to demonstrate compliance because the tool captures more than just who was called and when the call occurred.
In addition to creating efficiencies and enhancing professionalism, a CRM Dialer allows callers to keep notes for each call. Firms can use these notes to document the substance of the call, helping substantiate determinations about whether the discussion was research-related or not.
Blast Voice Mail
CIA’s Blast Voice Mail solution can also help firms comply with MIFID II by using our intuitive web-based tool to record and send pre-recorded messages. Because the content of such messages is preserved, it’s easier for firms to confirm their compliance with the rule’s mandates.
Integration with Your CRM
Both the CRM Dialer and Blast Voice Mail solutions integrate with the most popular CRMs in use by financial services firms today.
This means that call activity is automatically tracked, and that even large-scale voice message blasts can be mapped into your CRM and tracked.
Whether your firm uses Salesforce, Tier One, Single Track or another CRM, both CRM Dialer and Blast Voice Mail solutions from Client Instant Access can integrate directly with your CRM – helping you meet the requirements of MIFID II by tracking communications and substantiating your firm’s communications between firms offering research and firms paying for such services.
To learn more, contact CIA today online, or by calling (888) 226-9075.