Keep the Blood Flowing

Keep the Blood Flowing

Blast Voicemail from Client Instant Access offers a reliable solution to the challenge of blood shortages

Nearly 12 million units of blood are used every year, and the lives of 4.5 million Americans depend on these transfusions. No matter what the circumstance, whether it is open-heart surgery, a serious laceration, or a large scale emergency, hospitals are always in need of units of blood. A steady supply of donations is critical and individual donors are the key factor to ensure the blood supply is full and ready for any contingency.

However, of the 115 million people who are eligible to donate blood in the United States, only 6.8 million actually do so, often leaving blood banks, hospitals, and medical personnel to scramble to keep up with demand. Client Instant Access (CIA) offers a reliable way to facilitate the process of soliciting blood donors to help maintain the blood supply. With CIA’s Blast Voicemail, blood banks, hospitals, and other health care facilities can quickly and efficiently inform a contact list of registered donors that blood is needed.

The contact list for blood donors can be culled from many sources: blood drives, the Red Cross, and other health care organizations. Donors have the option to opt-in to be alerted during a critical blood shortage, an upcoming blood drive, or a need for their specific blood type. This contact list can easily be organized by blood type and/or availability within the Blast Voicemail platform. Blast Voicemail’s high success rate also makes it certain that most donors will know about the blood shortage.

The efficiency of Blast Voicemail can lead to a higher volume of blood in the system at any given time. Blast Voicemail can get the message of blood shortages to potential donors as well. Of the over 100 million people who are non-donors, 17% said they “never thought about” giving blood. Blast Voicemail can reach out to this population using any contact list created from any source. Users can customize a message for this critical need.

How A Wall Street Research Analyst Became More Productive

How A Wall Street Research Analyst Became More Productive

Client Instant Access is your most important telecommunications partner

How can Client Instant Access (CIA) make a typical day in the life of an analyst simpler and more productive? With a suite of products designed to tackle all of your telecommunications needs, CIA is a valuable partner to boost your efficiency, cut costs, and streamline your processes.

Meet Sara, a busy research analyst with insight into a stock that she needs to share with a specific contact list of 500 people. CIA’s Blast Voicemail service allows her to easily send out a customized voicemail detailing the information. Sara simply records her message, selects her contact list and hits send.  If she was using the premium service, her contacts could receive this blast first thing in the morning in their voicemail. It’s that simple.

On the blast, Sara scheduled a conference call for 10 am to field any questions.  The next morning, she receives a report from the blast, itemizing the statistics of who received the blast, which calls dropped to voicemail, and what numbers were inactive. Typically, voicemail blasts achieve an 80% success rate. Sara conducts the conference call. This interaction is the most convenient way to ensure that her message is being completely understood and received. CIA provides an operator that opens the floor for questions after Sara finishes her presentation.  

After the conference call, Sara reaches out to anyone who did not receive the initial blast. She uses the Integrated CRM Dialer to efficiently call 100 clients. She simply clicks to dial her clients. If a client doesn’t answer, she can quickly provide them with a customized, prerecorded message and move on to the next person.  If they do answer, she can easily talk and have a conversation.

The simplicity of these products has made Client Instant Access the first choice for many major Wall Street banks and financial firms. Users can employ Blast Voicemail, Conference Calling, and the Integrated CRM Dialer to expedite their workdays and get their message across, every single day.

Client Instant Access Helps Real Estate Agencies

Client Instant Access Helps Real Estate Agencies

Services And Tools That Help Real Estate Agents Be More Efficient

Client Instant Access’s products have garnered acclaim from some of the biggest banks in the world, and one of the reasons for this is because of their multi-use nature.

Our Blast Voicemail, Integrated CRM Dialer system and Conference Calling are all products that can be used in multiple industries in order to streamline logistics.

The real estate industry is no different.  There are a number of ways that real estate agents use our products in order to be more successful and to communicate with large amounts of people quickly.

Our Blast Voicemail product helps real estate agents let certain contact lists know about a house in a certain price range in a certain area that is for sale.  A feature that the Blast Voicemail offers is the ability to make these contact lists.

A real estate agent can compile a list of people looking for specific houses and contact all of them when there is a house that meets their standards.  This allows the agent to become more efficient and reach more of her clientele effectively.

Our Integrated CRM Dialer also helps real estate agents’ productivity.  Using this product, real estate agents can call large amounts of people with just a click of a button.  This allows the agents to call their clientele quickly and easily and inform them of time-sensitive updates.

The CRM Dialer note taking section also allows for agents to stay organized within their large contact lists.  The note-taking section enables the agent to take notes about what their client wants, whether it be selling or buying a property.

All three of these products also allow the real estate agent to distinguish themselves from other agents.  Since all the products are voice centered, agents have the freedom to add a personal touch to any communication to clients.  This allows for real estate agents to be recognized and to have their brand improved overall.

Ultimately, real estate agents can benefit greatly from using Client Instant Access.  If you are a real estate agent looking to get ahead, call CIA today!

Seeking Cover From MIFID II

Seeking Cover From MIFID II

Client Instant Access Solutions That Can Integrate With Your CRM

When the Markets in Financial Instruments Directive II (MiFID II) takes effect on January 1, 2018, financial services firms with offices anywhere in the EU will need to comply with its requirements.

The Challenge of Supervision and Compliance

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.

Blast Voice Mail and CRM Dialer Video

Blast Voice Mail and CRM Dialer Video

CIA’s Integrated CRM Dialer helps you redefine the way you communicate while empowering yourself to become more efficient and organized.  The system is easy and ready to help you take your business to the next level.  Watch the video to learn more. Here’s how it works:


  1. Managing Call Lists
  2. Take Call Notes
  3. Create and leave personal greetings before you drop a message
  4. Drop a message and move to the next call.
  5. Manage voice messages
  6. Share messages with your entire team on the CIA system
  7. Send a message out to all your contacts at one time
  8. Schedule the date and time for message delivery.
  9. Pick one list or multiple lists.
  10. Built in Compliance features
  11. Call Logs