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.
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.
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
Powerful services from Client Instant Access will help brokers comply with Europe’s new financial legislation
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 provides powerful and intuitive solutions to these changes. The Integrated CRM Dialer allows financial firms to execute efficient client outreach through its click to dial feature. 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.
Analysts have reported higher success rates using voice services rather than text platforms to get their message across. Client Instant Access also has a transcript and reporting services for Blast Voicemail, the CRM Dialer, and Conference Calling, providing analysts the transparency that the MiFID 2 requires. Brokers that want an edge choose Client Instant Access because they are able to give their investors a personal touch and convey their research efficiently and clearly.
Since 1997, Client Instant Access has worked with some of the most prominent banks on Wall Street, including Goldman Sachs, Wells Fargo, and Morgan Stanley. It is now poised to attract some of the most prominent European banks. In 2015, Client Instant Access secured Barclays PLC as a client. In an increasingly competitive international market, Client Instant Access expects to see an influx in international customers, particularly in Europe.
