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 | Jun 23, 2016 | News
PARSIPPANY, N.J.–(BUSINESS WIRE)–Client Instant Access, LLC introduces “Candi,” a revolutionary Customer Relationship Management (CRM) App through Salesforce that provides clients with maximum detailed reporting, feature-rich options, and compliance tools directly into the hands of the user with nothing more than a click.
“We knew that we needed a creative and fun way to close out our banner year, and the best way to do this was by putting a unique spin on an industry-standard”
Candi is an update on the “click to dial” concept which directly rivals the industry’s leaders by adding levels of ease, efficiency, and security which are currently absent from the marketplace. CIA plans to unleash this App when they make their debut during the four-day innovation extravaganza, Dreamforce.
CIA continues to be an industry pioneer by maintaining a 24-hour on-site conference calling and customer service support center to directly meet clients’ needs. The ever-growing company offers the quickest and most reliable Blast Voice Messaging, Conference Calling, and CRM Dialer systems available in the marketplace. CIA SOC 2 Certified, allowing their products to cover markets from education and healthcare, to legal and financial. Co-founder and CEO Joe Vaccarella has over twenty years of telecommunications experience, while the rest of the seasoned senior management team boasts over fifty years of diversified industry experience. Most recently, CIA has partnered with industry juggernauts such as Salesforce, Tier1, ANALEC, NEXJ, and Singletrack.
Founded in 1997, Client Instant Access, LLC is headquartered in Parsippany, N.J. The company’s state-of-the-art services have made them a leader in the telecommunications industry, as well as the choice provider for Wall Street’s top financial institutions. They have achieved this recognition by maintaining multiple carrier-neutral data centers on a global scale, in order to uphold only the highest level of call and connection quality.
CIA will be attending Dreamforce taking place October 13-16, within San Francisco’s Moscone Center at Booth #W641.
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