by CIA Omnigage | Feb 2, 2017 | News
Client Instant Access, the provider of choice on Wall Street, will be attending IT Expo Ft. Lauderdale from February 8th through the 10th. Our group will be on-site to meet with current clients and potential partners about our industry-leading Partner Program for resellers.
The Partner program is a well-structured program that allows Resellers to provide their clients with Client Instant Access’ industry-leading communications solutions. Client Instant Access offers an out of the box dialer solution or provides API’s to connect homegrown and commercial CRMs. The OEM program allows branding and other customizations for the personalized look and feel needed for any business. All Client Instant Access platforms offer our CRM Dialer, Blast Voice Mail, List Management, and robust interaction records.
Resellers can go all in by taking advantage of our “White Glove” customer service or custom tailor a model that works for them. From the Financial Districts of the world to Health Care and retail sales groups Client Instant Access can cover all your client’s needs.
If you would like to set up a call with our team you can reach us at sales@callcia.com.
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 | Dec 8, 2016 | Event, News
Join Client Instant Access @ Javits Center next Thursday, December 15th for an exciting day! Learn more about Client Instant Access Products and how they can boost your salesforce experience.
Experience New Products Up Close: Learn more about the latest Salesforce announcements and products, including Einstein, Commerce Cloud, Quip, Lightning, and more. Find out how to drive productivity from anywhere, get smarter and more predictive about your customers, build apps lightning fast, and create more connected experiences faster than ever.
http://www.salesforce.com/events/worldtour/nyc/
Introducing the Candi Sidebar App – How Sweet it is!
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.
by CIA Omnigage | Nov 3, 2016 | Blog, Communications
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 callcia.com
