An American multinational investment bank and financial services company needed a solution for analysts and sales to disseminate data. With workforces away from their office desk and working from home, interacting with customers has changed. Employees need to BYOD without losing privacy and call logging.
OUR APPROACH
A CTI that natively integrates into Salesforce that can be leveraged within the organization’s custom data hierarchy. The CTI provides an SDK for leveraging events for customizing workflows, such as when a call completes, automatically populating fields of the call report.
RESULTS
Employees were able to use their phones without sacrificing privacy and ensure that call logs were recorded in real-time. Analysts were able to securely share content with sales while ensuring compliance.
CIA Omnigage Names Dan Duran Co-CEO New Jersey-based telecomms company CIA Omnigage has announced the appointment of Dan Duran as its new co-CEO, effective Sept. 1. Among objectives in his new role are pursuing strategic partnerships with other firms and a rebranding project, as the company begins to shift, in part, away from telecommunications and toward becoming a multi-channel communications… read more on WatersTechnology
Parsippany, NJ (August 31, 2020) — CIA Omnigage, a provider of premium multi-channel communications solutions, has appointed Daniel Duran, a veteran financial services sales executive, as co-CEO effective September 1, 2020. In his role, Mr. Duran will draw on his 20+ years of experience in sales, strategy, and leadership to accelerate CIA Omnigage’s growth while managing the Company’s strategy, including sales, marketing, and partnerships.
Mr. Duran was previously vice president of sales at Tier1 Financial Solutions, where he played an integral role in leading the company to triple-digit sales growth. Under his leadership, Tier1 was recognized for two consecutive years on Deloitte’s Technology Fast 500 North America, which ranks companies based on fiscal year revenue growth over a three-year period. Earlier in his career, he held sales and business development roles at Dow Jones & Company and Dealogic, LLC, selling into the investment banking space. He started his career at Charles Schwab in the capital markets and trading group, serving institutional clients as a senior sales trader.
“I am honored to join CIA Omnigage, a leader in the telecommunications industry that has served Wall Street and global financial institutions for over 20 years,” said Daniel Duran. “As co-CEO, I look forward to strategically building relationships and driving the customer engagement process. With over 100 clients, including some of the world’s largest banks, this company has an established and trusted reputation that alleviates critical communication challenges in what is becoming an increasingly sophisticated technology landscape. My vision is to keep CIA Omnigage one step ahead of what our customers are looking for and ensure client connectivity is achieved as easily and efficiently as possible.”
Joseph Vaccarella, co-founder and co-CEO of CIA Omnigage, said, “As a company, we are excited to welcome Dan on board. I’ve worked with Dan for many years as a partner, and I admire his knowledge of the industry and strategic vision. His reputation and experience will be integral to our next stage of growth.”
CIA Omnigage has played a key role in alleviating many of the customer relationship and communication issues that firms have faced during the COVID-19 pandemic and was recently named Best Cutting-Edge Ops Solution at the FTF News Technology Innovation Awards.
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 and follow CIA Omnigage on LinkedIn and Twitter.
CIA Omnigage was named the “Best Cutting-Edge Ops Solution” in the FTF News Technology Innovation Awards 2020 presented by Financial Technologies Forum and FTF News.
The FTF News Technology Innovation Awards were established in 2011 to honor the professionals, financial technology vendors, service providers, industry bodies and regulators that have made significant strides and noteworthy achievements in operational excellence.
Joe Vaccarella, Co-Founder and CEO says. “Congratulations to our CIA Omnigage team on winning ‘Best Cutting-Edge Ops Solution’ at this year’s FTF Awards, and thank you to all those who voted for us and showed support.”
Winners were selected across over 26 categories through reader voting. Congratulations to all of this year’s winners!
Client Instant Access and its Omnigage platform have been named a finalist in three categories in the 2020 Waters Rankings: ‘Best Network Provider’, ‘Best Mobile Solutions Provider’, and ‘Best Cloud-Based Application Provider’.
The 18th annual Waters Rankings recognize the best fintech vendors across 34 different categories within 5 areas that include Trading Services; Trading Tools; Data Management; Compliance, Risk Management and theBack Office; and Infrastructure and Connectivity.
Show your support for Client Instant Access by voting now through May 29. You can access the voting page and additional informationhere.
![[USE CASE] American multinational investment bank receives secure and compliant data solution](https://d30e9x6wugtln5.cloudfront.net/wp-content/uploads/2020/08/Developers-1080x675.jpg)
