Redefining Relationships by Unifying CRM and Multi-Channel Communications

Redefining Relationships by Unifying CRM and Multi-Channel Communications

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 relationship management (CRM) tools and multi-channel engagement technology is the perfect fit for today’s structural and regulatory landscape.

Fostering Better Communication by Embracing Collaboration

Managing a trading desk is already a loaded job, so streamlining your technology suite has to be a top priority to help ensure a productive workday. It’s imperative that managers dispose of the inefficiencies that can linger on sales and research desks such as weeding through spreadsheets, as these processes can consume an exorbitant amount of time in what is usually a hectic schedule.

A robust CRM that’s supported by multi-channel communication tools streamline business processes and reinforces compliance protocols. This alliance of solutions allows you to communicate with your clients seamlessly via greater computer telephony integration (CTI) connectivity, whether by one-click-to dial, text, email or blast a voicemail. By taking the time to identify and develop relationships with premium technology partners, daily workflows are drastically improved which empowers company-wide innovation.

Unified communication is critical in today’s evolving marketplace. Getting there, however, can be challenging. While communication is often disparate and siloed across multiple platforms, a more productive approach leverages a unified platform that is purpose-built for financial services.

This allows users to quickly maximize calling, incoming call notifications, SMS, and email without having to exit their CRM. Capturing detailed activity history directly within your CRM across bulk and direct interactions not only saves time but also ensures accuracy over outdated manual entry processes.

Streamlined Efficiency through Automation

Although daily forecasts and weekly reports are two of the key value-add services that clients expect from research analysts, leaving messages for clients each morning is a cumbersome and time-consuming task. Pre-recorded messages covering multiple topics can alleviate this issue for both the end-user and the analyst. Messages can be blasted to clients overnight and available each morning as one of their top priorities.

Through a combination of CIA’s and Tier1’s offerings, market participants achieve a more seamless route to the pieces of research they want to hear about, using features such as Click-to-Dial. CIA’s Click-to-Dial saves users nearly 12 minutes for every 10 calls made and an hour for every 50 calls. By the end of a full work-week, this translates to almost an entire extra day of time saved that can be repurposed toward servicing clients and developing research.

In addition to saving time, there’s a compliance facet of working with vendors. CIA is SOC2-certified and has been engineered to meet critical regulatory guidelines, while Tier1 manages the increasing levels of relationship risk that exist between buy and sell-side counterparties in an increasingly regulated financial landscape.

With call lists more strategically organized and rapidly processed, users reach a wider audience through increased processing speed. As the number of calls per session increases, so will the likelihood of reaching clients for a one-on-one conversation. In instances where a live answer does not occur, a user can easily leave a pre-recorded message guaranteeing a rich, client touchpoint.

Interaction data gathered by the system can effectively be used to provide client engagement insights to enhance a communication strategy. For example, the CIA offering delivers a Best Call Time metric that will define the hours of the day a client is most likely to answer a call live. Such insights that are integrated with a CRM will allow a user to organize their day and ensure the most valuable outcomes from their engagement efforts.

Subsequently, having access to data on the best call time increases the chance of successfully delivering your message and fostering the relationship.

When encountering a situation where contacts do not want to be called, there’s the option of sending a message from your CRM. Sometimes a succinct text message is all a client may need. In addition, you have the option to still send a standard email with the latest research report as an attachment, helping to ensure a more personal relationship with the client while letting them know that you have their interests in mind.

In either case, users benefit from built-in efficiency, robust CTI connectivity and a compliant technology suite, allowing them to focus on their message instead of the laborious data-input process.

Leveraging the Next Generation Cloud CTI

Collaboration between technology providers and end-users drives greater efficiency, scalability and flexibility. For professionals across capital markets, collaboration helps convert bulk outbound activities into high-value engagements and multi-channel inbound inquiries.

By using a communications resource that integrates CRM and telephony capabilities, users can initiate a high-value, one-on-one engagement through multiple channels. Whether through voice, SMS or email, this approach allows sales and research personnel to conveniently contact a client while having the interaction automatically recorded and create bulk engagements that reach large audiences with minimal time investment.

Maximizing the functionality of your relationship management tools and merging them with multi-channel engagement technology streamlines the pursuit of generating high-value relationships. Tier1’s open architecture, single pane of glass view provides end users with the flexibility they need, while CIA is the catalyst that makes visibility simple, allowing research analysts and salespeople to easily get in front of clients.

From trivial items such as converting a missed call into an SMS conversation to more onerous tasks such as organizing an entire client list, the marriage of CIA’s and Tier1’s premium services creates a glide path to greater customer engagement and optimal end-user performance.

For more insight, visit us at the Tier1 Capital Markets Lounge at Dreamforce 2019-

Client Instant Access, LLC was founded in 1997 and is headquartered in Parsippany, N.J. Our state-of-the-art dialing, messaging and conferencing services have made us a leader in the telecommunications industry, and we are the provider of choice on Wall Street and for financial institutions around the world. Co-founder and CEO Joe Vaccarella has over twenty years of conference calling and messaging experience, while the rest of the seasoned senior management team boasts over fifty years of diversified telecommunications experience. CIA employs approximately 100 professionals and maintains a 24-hour on-site conference calling and customer service support center to meet our clients’ needs. We offer the fastest, most productive and reliable systems available in the marketplace to a wide variety of industries. We also provide detailed reporting, feature-rich options, compliance tools and database management resources that rival other companies’ much more expensive Customer Relationship Management (CRM) systems. If your company wishes to integrate our services into an existing platform, we have developed a robust Application Programming Interface (API) that accomplishes this with ease. At CIA, we look forward to innovatively helping our clients meet and exceed their business goals.

Tier1 Financial Solutions is a leader in global relationship management software for the financial industry. It empowers its clients to increase productivity, reduce relationship risk and enhance customer ROI. Tier1 augments the Salesforce platform with a capital markets grade security engine, coverage management and accelerated web and mobile workflows to support the unique requirements of Capital Markets, Corporate & Investment Banking and Investment Management professionals. Trusted by more than 19,000 users worldwide, its flexible, scalable solutions empower collaboration, transparency and communication across the institutional financial ecosystem. In 2017, Tier1 Financial Solutions received significant equity capital to accelerate growth from a group of investors led by WaveCrest Growth Partners with participation from MassMutual Ventures and Salesforce Ventures. For more information, visit

Compliance is King

Compliance is King

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 or call (973) 439-0088.

Introducing the Candi Sidebar App – How Sweet it is!

Introducing the Candi Sidebar App – How Sweet it is!

Connecting with clients through Salesforce has never been easier or more efficient

Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard?

We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options, and comprehensive compliance coverage. Client Instant Access saw the challenge clearly: Salesforce users needed an application with an interface and a set of tools to quickly and simply manage their customer base and connect to clients with just one click. Ease of use is perhaps Candi’s most potent attribute.

Using an open CTI, Client Instant Access built a system to integrate with Salesforce Call Center to allow for “one-click” dialing to all Salesforce pages (Accounts, Contacts. Service Tickets, etc.) There is no need for additional list creation. Users have the ability to create and drop a pre-recorded message to a voicemail box. All calls are reported in Salesforce and include important data points such as time of call, length of call, a “live answer” notation, and the name of the message left. Users can write notes after a call and the information is saved in the Salesforce records.

The seamless integration of Candi in the Salesforce sidebar means that the rich functionality that users have come to expect from Client Instant Access remains intact. Candi is among our most intuitive applications and our clients have reported enormous satisfaction with the tools it provides. And because Candi is SOC 2 Certified, it can be used in multiple fields, including health care, finance, law, and education.

Explore the possibilities of the Candi Sidebar application for Salesforce today. For more information, contact Client Instant Access at 973-439-0088 or visit