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.
Client Instant Access’s motto is “getting your message across.” It has served as a good summation for our mission as a company and reflects client needs that are widespread across many industries and areas.
One popular use where our products help organizations get their messages across is the use by Alumni Groups to help keep members connected. Often after finishing high school or college, it is easy to fall out of contact and forget about one’s alma mater. Products like Blast Voicemail and an Integrated CRM Dialer can alleviate this issue by connecting schools and former students more easily.
Using Blast Voicemail with accumulated contact lists of past students who have graduated gives schools a great opportunity to contact their former students and invite them to upcoming alumni events. It also makes solicitation of donations easier because every single person in a class will be contacted. This increases the likelihood of receiving donations and results in an increase in the school’s endowment.
Blast Voicemail can also lead to improved relationships with alumni. By scheduling, blast calls to alumni about upcoming sporting events, reunions, and fundraisers educational institutions are able to help alumni stay more involved and perhaps increase donations. Alums can also benefit indirectly from blast voicemail since better attendance at reunions and events will lead to increased networking opportunities and growth in connections.
A CRM Dialer benefits in a similar way to Blast Voicemail because it allows schools to reach out to a vast amount of alumni in a fraction of the time. In addition, a CRM Dialer is often used toward the raising of money, since there is an actual phone call being placed directly. If an alumnus is reinforced with numerous Blast Voicemails and CRM Dialer related communications there can be a significant improvement in the relationship that can lead to increased donations.
For the past 20 years, Client Instant Access has had a global presence in all parts of the world. The popularity of Client Instant Access services in Australia is a shining example of the exceptional quality service clients have come to expect. CIA has been recognized as a top vendor of choice for Australia firms. Having nodes based in Australia has allowed CIA to have a strong infrastructure, which also enables exceptional international service. In addition, “Call quality” remains a very crucial feature that allows communication to flow smoothly on a regular basis. CIA’s state-of-the-art-messaging system provides clear connections to its clients and guarantees premium sound quality. Our top tier clients, which include some of the largest Fortune 500 companies, demand a high level of customer service experience, and our goal is to exceed those expectations.
Conference calling and Blast Voicemail are two essential tools for organizations that have clients based in different parts of the world. Maintaining a relationship on a global scale can be a challenge for some. But for organizations that deploy Blast Voicemail, it becomes easier to communicate with thousands of clients, no matter where they are. Premium Conference Calling puts you in even more direct contact with your clients, enabling a higher level of communication and increased satisfaction.
Client Instant Access brings much-needed organization to the chaos that can sometimes exist in international business. With the stakes as high as they can be, mistakes are costly, and people need to be able to rely on a business that is dependable and trusted globally. With experience in the global market from dealing with things like MiFID 2 and Brexit, customers can be assured that they are in the best communicative hands possible.
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.
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
