Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency

Elevating Multi-Channel Engagement Practices – Part 2: Workflow Efficiency

In Part 2 of Client Instant Access’s thought leadership series on how firms can elevate multi-channel customer engagement, we examine how to optimize workflows, even amidst unpredictable circumstances like the ongoing COVID-19 pandemic.

As firms across financial services, healthcare, education, and other industries continue to work remotely – and with many already considering implementing work from home policies longer-term – multi-faceted and secure resources like webinars, blast voicemail, conference calling, integrated dialer and SMS capabilities, provide the efficiency and peace of mind in what has quickly become a heavily-saturated and hectic communications environment.

Communication Remains Critical in Crisis 

Business Continuity will cease to exist for most firms if they do not have the platforms, tools, and systems in place to combat workplace inefficiencies. With a solution like Omnigage, designed with a secure and compliant infrastructure, the tools you need can be integrated within your CRM and deployed overnight so your firm can remain in touch and productive through any crisis.

While blasts are excellent for keeping teams up to speed and distributing service updates to customers, direct communication is equally as important. Omnigage can dial any number in the world while protecting employees’ personal numbers and tracking communication without the use of a PBX. This can be a particularly valuable tool in the banking sector, where analysts can record messages and share with their sales team, who then have the option to leave a personalized message from the analyst when calling client lists.

Due to the accelerated communication contingency issues that arose during the COVID-19 outbreak, Client Instant Access experienced a 75% increase in business in March alone. This not only demonstrates the increased demand for multi-channel communication solutions during a crisis but also Client Instant Access’s ability to rapidly deploy these tools anywhere in the world, at any time. With our state-of-the-art Omnigage platform, remote work has never been easier.

Never Lose Momentum

Working from home is the perfect opportunity to use new communication platforms and connect with co-workers in different ways. Multi-channel communications systems can keep you as engaged and involved as you would be in the office. With all meetings and events now happening in a virtual environment, Client Instant Access has provided a polished and secure atmosphere for thousands of board meetings, Q&A sessions, and business pitches for professionals that would normally occur in-person.

Even communication among team members has become more valuable than ever before. Tools like a built-in team inboxes empower remote workers to collaborate over email and SMS about customer conversations with team members.

For the financial sector specifically, Client Instant Access has helped ensure business continuity for the corporate access sector, allowing leading banks to connect investors with management teams virtually since roadshows and in-person conferences are no longer an option. Whether you’re using conference calling and webinar services, blast voicemail, email, or SMS to connect with clients and co-workers, Omnigage ensures workplace productivity and business continuity.

A loss in productivity means a loss in business momentum. The struggle to rejuvenate workforce efficiency can be an arduous journey but with a secure and proven communication foundation in place, not only are relationships elevated but the confidence in the tools provided is unmatched.

With employees away from their desks, traditional telephony has become upended. Using a modern cloud solution for calling is the solution.

By employing a platform that optimizes workflows, keeps your data secure, and ensures that your firm is ahead of the compliance curve, you are adding a layer of efficiency to what may be a challenging time for many.

Is your communications platform secure? Protect your firm from cybersecurity attacks and data breaches.

Is your communications platform secure? Protect your firm from cybersecurity attacks and data breaches.

The threat posed by the worldwide COVID-19 pandemic is forcing firms to not only take measures to ensure business continuity and the well-being of its employees – but to also ensure it has a secure and compliant cloud-based communications platform in place. With the number of data breaches and cybersecurity attacks rising daily, a robust multi-channel platform with built-in security and compliance features is critical.

At CIA Omnigage, our top priority has always been to deliver a secure, compliant and easy-to-use multi-channel communications platform. No matter how large your database or where you are in the world, our time-to-market is unmatched by any other firm in the industry.

Take advantage of these CIA Omnigage platform capabilities and more:


Create your own custom HTML email templates with attachments


Send a single message to thousands of contacts and track all responses


Quickly send voice messages to an entire client base or community

The CIA Omnigage team is on standby to quickly help you solve your challenges during COVID-19 and prepare your firm for business continuity in the future.

Healthy wishes,
CIA Omnigage

With Cisco Unified Application Environment 8.5 No Longer Supported, CRM Dialer Stands Tall

With Cisco Unified Application Environment 8.5 No Longer Supported, CRM Dialer Stands Tall

Recently, Cisco has halted the sale of and stopped supporting the Unified Application Environment 8.5, a major dialer for banks and callers.  This has forced some companies to look for a different dialer, one particular with better compliance.

Client Instant Access’s Integrated CRM Dialer provides an efficient, compliant replacement to Cisco’s CRM Dialer.  There are numerous features that make the product user-friendly and are sure to be highly useful to anyone in need of a CRM Dialer.

The Integrated CRM Dialer has a click-to-call function that allows analysts and customers to make calls in a fraction of the time.  It also has the option to drop a voicemail, pre-recorded or not, into their recipients back if they do not respond.

There is also a note-taking section on a CRM Dialer to keep analysts organized and effective at their jobs.  These note-taking sections can keep individual analysts accountable, as these transcripts can be sent to supervisors.  This accountability can increase sales and productivity.

A CRM Dialer’s contact lists can also allow any research analyst or healthcare professional to easily make lists of clients or patients and can make it easy to contact them quickly.  With simply a cell phone and an Internet connection, users can communicate with huge amounts of people.

Because of the more personal tone of an individual call, a CRM Dialer finds more success when it comes to sales.  Any salesperson can use a CRM Dialer to quickly call hundreds of leads and let them know about a new product, or make a close.  This simplicity can take productivity to new heights.

With Cisco not supporting their own product, many companies find themselves with an unsupported CRM Dialer.  These same companies may be looking for an ample replacement in the form of CIA’s CRM Dialer product, which has great compliance and is completely supported.

Client Instant Access’s CRM Dialer has impressed clients with its efficiency since 2002.  Its easy-to-use nature and efficiency have made the CIA a provider of choice on the front of many different industries.