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
Meeting the Challenge of MiFID 2

Meeting the Challenge of MiFID 2

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.

Client Engagement – Voice, SMS, Email, Social Media

Client Engagement – Voice, SMS, Email, Social Media

Part 1 in a 4 Part Series

In the coming weeks, we will discuss the strengths and weaknesses associated with various engagement tools that businesses use today including voice, email, SMS, and social media.  This debate has been at the center of business communications for years now and has companies wondering how they can make their operations more efficient and stay close to their clients.  Client Instant Access has for nearly two decades offered advanced tools and services to allow organizations to deploy voice communications rapidly and efficiently with large groups of people.

There has been a growing battle between SMS, email, and voice in the business world over the past 20 years.  As technology becomes more ubiquitous in business, this debate continues.  According to Salesforce, on average, business people send and receive 115 emails per day.  Although there are a number of benefits to email and electronic engagements, we feel that there are many advantages offered by voice communication.

In another study conducted by Salesforce, they measured the response rate of a phone call versus an email.  The phone call marketing ultimately reached a rate of 8.21%, which dwarfed that of the emails, which was 0.3%.  Statistics like this suggest voice’s supremacy over text.  However, electronic communications can reach a wider audience, but is it as effective?

Using Client Instant Access’s Integrated CRM Dialer, users can click-to-call people on contact lists.  The speed of using an automated dialer to contact large numbers of a client allows any organization to realize maximum efficiency and embrace larger numbers of customer engagements.

Blast Voicemail with the CIA has a similar benefit and may reach an audience as quickly as email/SMS.  Serving the same function as a blast email, users drop a personally recorded message into everyone in a contact lists’ voicemail.  This allows professionals to quickly and personally get in touch with hundreds and potentially thousands of people without having to speak with each individual.

In the coming weeks, we will feature additional articles that examine the pros and cons of voice communications, SMS, email, and social media.