Client Instant Access has answered the call before
Complying with MiFID II is not optional!
Track and Archive all Voice Communication using advanced voice Based technology from CIA
The clock is counting down to MiFID II and CIA has the custom solutions to ensure proper compliance. As Integration Specialists CIA can deliver its voice technology solutions in any CRM platform.
Firms that use CIA’s Integrated CRM Dialer track more than just who was called and when the call occurred. IDD ENABLES callers to enter custom notes for each call. Firms can use these notes to document the substance of the engagement, helping substantiate determinations about whether the discussion was research-related or not.
CIA’s Blast Voice Mail solution allows the creation of pre-recorded messages that are delivered to a wide-ranging audience. CIA is an industry leader in BVM technology with a platform providing unsurpassed accuracy and detailed reporting that is relied upon by global financial institutions.
Both the CRM Dialer and Blast Voice Mail solutions integrate with the most popular CRMs in use by financial services firms today. A CRM Dialer and BVM call activity is automatically tracked, archived, and mapped into your CRM.
CIA has been facilitating communications for the largest financial institutions for over two decades with continued success. Partner with us as we navigate through the challenges and opportunities ahead.
During election season, Integrated CRM Dialer helps pollsters make thousands of calls in less time
Political polls are an essential tool to engage the voting public and to inform campaigns during the competitive election season. Pollsters survey thousands of people to gauge public opinion and to provide valuable insight to campaigns on voting patterns and predictions. Gathering this critical data is laborious: calls generally garner an 8% response rate, forcing pollsters to dial as many as 20,000 numbers to assemble a 1,000-person survey. Although online polls can be employed to assemble some data, dialed polls provide the most reliable information on the attitude and moods of the public. This information is indispensable to political parties and candidates up and down the ballot.
Enter Client Instant Access (CIA) and the Integrated CRM Dialer. With its unique click to call feature, dialing numbers and getting through a huge contact list can now take less time and be performed with greater efficiency. Our CRM Dialer allows polling companies to hire fewer pollsters, to cut costs and to glean accurate information.
Our CRM Dialers main features are designed with efficiency in mind. When a pollster clicks on a potential respondent and the call enters into voicemail, the caller has the option to drop a voicemail immediately and move on to the next person. A CRM Dialer can also easily compile a contact list of polling volunteers for easy access to voters. The user simply clicks on a voter and the line automatically dials the voter’s number. These same contact lists can also be shared among many pollsters, to streamline the process. These contact lists can store thousands of numbers and put them right at the user’s fingertips.
Our CRM Dialer creates a one-stop shop for polltakers to run and evaluate electoral predictions. The program has a convenient note taking section for the pollster to record voter data. In addition, there are transcript services that allow the user to analyze the data from voters. Finally, CIA covers all long distance costs. A CRM Dialer facilitates the entire polling process, saving time and cutting costs.
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.
This MiFID II related article outlines charging for Research.
One of the main focuses of MiFID II is tracking research that must be billed to clients. Using the Client Instant Access CRM Dialer system accurately tracks the time spent releasing research information. The Client Instant Access CRM Dialer tracks the name of the prerecorded message left or the length of a live conversation. Our system stores the name, company, Ticker symbol and any notes relating to a contact. This allows for administrators to easily sort lists by company or Ticker for proper reporting and charge backs.
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:
Features:
Managing Call Lists
Take Call Notes
Create and leave personal greetings before you drop a message
Drop a message and move to the next call.
Manage voice messages
Share messages with your entire team on the CIA system
Send a message out to all your contacts at one time
