Omnigage and Analec Team to Streamline Customer Engagement During Covid-19

Omnigage and Analec Team to Streamline Customer Engagement During Covid-19

Telephony and data tools will solve communication hurdles faced by bank teams working remotely.

Parsippany, NJ & New York, NY; April 2, 2020 – Omnigage, a provider of premium multi-channel communications solutions, and ANALEC, a global provider of research management and CRM software solutions, have teamed up to streamline customer engagement and communication capabilities for financial institutions during the COVID-19 pandemic. The partnership will address business continuity and communication hurdles that research analysts and traders are facing in leveraging interaction data for both strategic and compliance purposes as firms continue to operate remotely.

By combining Omnigage’s next-generation CTI with ANALEC’s Call List management, research analysts and traders at financial institutions are able to more accurately and seamlessly log customer call information, leverage data for strategic decision-making and meet increasing regulatory reporting requirements, such as those introduced under MiFID II. With over half of communication between brokers and counterparties occurring over the phone, key data can be easily missed if robust infrastructure and communication solutions are not in place.

“As teams continue to work outside of the office due to the pandemic, it’s very important that the communication process is fluid and unobstructed,” said Joe Vaccarella, CEO and Founder of Omnigage. “By combining the capabilities of Omnigage and ANALEC, we’re addressing many of the key hurdles users are experiencing during this time.”

“Logging call data is a tedious process without user-friendly CTI capabilities and it’s easy for valuable client interaction data to get lost or misplaced,” said Indy Sarker, CEO of ANALEC. “By partnering with Omnigage, we can ensure that customer engagement and productivity at these institutions remain at optimal levels, regardless of location.”

The Omnigage platform is engineered to address three key facets of the customer engagement process: data integrity, workflow efficiency and reporting accuracy. Working alongside ANALEC’s proven CRM and UAT environment will allow analysts and traders to drive more meaningful insights and cultivate stronger relationships with their buy-side customers.



ANALEC is a leading financial technology company offering platforms and solutions in the investment research and related client servicing space, working with a range of broker-dealers and investment banks globally. The Company leverages deep domain knowledge to design workflow and process automation and client servicing solutions, helping clients to build more profitable and sustainable businesses to help boost their competitive position in the marketplace. For more information, please visit

Media Contact:
P.J. Kinsella, Paragon Public Relations
+1 (646) 558-6226

Introducing the Candi Sidebar App – How Sweet it is!

Introducing the Candi Sidebar App – How Sweet it is!

Connecting with clients through Salesforce has never been easier or more efficient

Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard?

We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options, and comprehensive compliance coverage. Client Instant Access saw the challenge clearly: Salesforce users needed an application with an interface and a set of tools to quickly and simply manage their customer base and connect to clients with just one click. Ease of use is perhaps Candi’s most potent attribute.

Using an open CTI, Client Instant Access built a system to integrate with Salesforce Call Center to allow for “one-click” dialing to all Salesforce pages (Accounts, Contacts. Service Tickets, etc.) There is no need for additional list creation. Users have the ability to create and drop a pre-recorded message to a voicemail box. All calls are reported in Salesforce and include important data points such as time of call, length of call, a “live answer” notation, and the name of the message left. Users can write notes after a call and the information is saved in the Salesforce records.

The seamless integration of Candi in the Salesforce sidebar means that the rich functionality that users have come to expect from Client Instant Access remains intact. Candi is among our most intuitive applications and our clients have reported enormous satisfaction with the tools it provides. And because Candi is SOC 2 Certified, it can be used in multiple fields, including health care, finance, law, and education.

Explore the possibilities of the Candi Sidebar application for Salesforce today. For more information, contact Client Instant Access at 973-439-0088 or visit