Our insights
Multi-Channel Communications During Flu Season
Professionals in the healthcare sector, which is increasingly relying more on emerging technology applications, need a multi-channel communications platform that’s easily implemented – without extra technology build or disruption of their current systems. With no...
Omnigage: Simplifying Client Outreach during Tax Season
The new year is upon us, which means that tax season is officially underway along with the arduous process of sending emails to clients about providing their personal information. With Omnigage, accounting professionals can leverage cloud-based technologies anywhere...
How Call Logging Can be Beneficial to your Business
Why would you need the capability to use call logging software in your customer tracking? Call logging features contain important information, such as the phone number, the call time, and status of the call. In today's business world call logging has become a key...
Benefits of Using Blast Voicemail for Accounting Firms During Tax Season
As tax season approaches, accountants may find long client lists overwhelming and hard to organize. Sending reminders to clients about sending their tax information, as well as communicating important information before filing dates arrive are essential during...
Using Blast Voicemail To Communicate Research and Updates
Client Instant Access offers clients that use Blast Voice Mail and the Integrated CRM Dialer unique options for communicating with their clients and contacts. The most prevalent is the use of Blast Voicemail by Research Analysts. It has proven to be the most...
Archiving and Documenting Conference Calls in a Regulated Environment
Hosted conference calls, particularly large earnings calls, are important events for companies in every sector, and they allow callers to convey information to potentially thousands of people. However, some conference call services indirectly limit the way you can use...
Are you GDPR Ready? Did you choose the right Telecommunications Provider
Privacy and security have always been a cornerstone of Client Instant Access and the protection of data. Client Instant Access retains the Payment Card Industry (PCI) certification and is The Provider of Choice on Wall Street for over 23 years because of the dedicated...
Meeting the Challenge of MiFID 2
Powerful services from Client Instant Access will help brokers comply with Europe's new financial legislation Recently, the European Commission revised legislation that regulates firms who provide services to clients linked to financial instruments, including shares,...
MiFID II Updates and Guidance
Banks and capital markets institutions responding to The Markets in Financial Instruments Directive (MiFID) II legislation is fast approaching. Just about every large Bank and Capital Markets Institution has started preparations. It is critical that any organization...
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...
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