How A Wall Street Research Analyst Became More Productive

How A Wall Street Research Analyst Became More Productive

Client Instant Access is your most important telecommunications partner

How can Client Instant Access (CIA) make a typical day in the life of an analyst simpler and more productive? With a suite of products designed to tackle all of your telecommunications needs, CIA is a valuable partner to boost your efficiency, cut costs, and streamline your processes.

Meet Sara, a busy research analyst with insight into a stock that she needs to share with a specific contact list of 500 people. CIA’s Blast Voicemail service allows her to easily send out a customized voicemail detailing the information. Sara simply records her message, selects her contact list and hits send.  If she was using the premium service, her contacts could receive this blast first thing in the morning in their voicemail. It’s that simple.

On the blast, Sara scheduled a conference call for 10 am to field any questions.  The next morning, she receives a report from the blast, itemizing the statistics of who received the blast, which calls dropped to voicemail, and what numbers were inactive. Typically, voicemail blasts achieve an 80% success rate. Sara conducts the conference call. This interaction is the most convenient way to ensure that her message is being completely understood and received. CIA provides an operator that opens the floor for questions after Sara finishes her presentation.  

After the conference call, Sara reaches out to anyone who did not receive the initial blast. She uses the Integrated CRM Dialer to efficiently call 100 clients. She simply clicks to dial her clients. If a client doesn’t answer, she can quickly provide them with a customized, prerecorded message and move on to the next person.  If they do answer, she can easily talk and have a conversation.

The simplicity of these products has made Client Instant Access the first choice for many major Wall Street banks and financial firms. Users can employ Blast Voicemail, Conference Calling, and the Integrated CRM Dialer to expedite their workdays and get their message across, every single day.

A Bold Leap into Asia – International Conference Calling and Advanced Messaging

A Bold Leap into Asia – International Conference Calling and Advanced Messaging

Client Instant Access and Tata Communications partner to provide superior international conference calling and advanced messaging

Client Instant Access and Tata Communications have forged a strategic partnership that will enable the company to extend its state-of-the-art messaging system to the Asian Pacific region. Moving from an Internet-based model to Tata’s IZO Private Connect will allow Client Instant Access to provide strong, clear connections, and will improve the quality of service for its numerous international conference calling clients that rely on the company for Conference Calling, Blast Voice Mail and Integrated CRM Dialer.

Client Instant Access is focused on providing the highest quality messaging service to clients around the globe. The company’s Information Project Technology Manager, Brad Schwartz, sees the partnership with Tata as an important investment, and one that will generate returns for both the company and its customers. “Call quality is crucial to us. We view our relationship with Tata as one that helps us meet the demanding requirements of international communications. Our goal is to exceed the high expectations of our clients.”

The transition from an Internet-based server to Tata’s IZO Private Connect was seamless. Tata provided an integration process that was simple and intuitive. Brad Schwartz recalls, “It was just a matter of applying new settings and assigning new IP addresses. We really appreciated the speed and effortlessness of the turnaround. It was a great experience.”

Given the resounding success of the IZO program in the Asian Pacific region, Client Instant Access plans to leverage the experience of Tata to transform its communications strategy in all of its global markets. The partnership with Tata will enable the company to take a clear leadership role in global communications.

With a long list of the most impressive Wall Street banks and Fortune 500 companies as clients, the company is the clear choice for large capacity messaging services and international conference calling.

Keeping Alumni Connected

Keeping Alumni Connected

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.

Seeking Cover From MIFID II

Seeking Cover From MIFID II

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.

Blast Voice Mail and CRM Dialer Video

Blast Voice Mail and CRM Dialer Video

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:


  1. Managing Call Lists
  2. Take Call Notes
  3. Create and leave personal greetings before you drop a message
  4. Drop a message and move to the next call.
  5. Manage voice messages
  6. Share messages with your entire team on the CIA system
  7. Send a message out to all your contacts at one time
  8. Schedule the date and time for message delivery.
  9. Pick one list or multiple lists.
  10. Built in Compliance features
  11. Call Logs