Quest IQProspects™ is a sales prospect management software built specifically for banks and credit unions. IQProspects helps sales associates and managers track prospecting activities for existing customer portfolios as well as for new retail and commercial prospects.

Prospect information is a valuable asset of your organization. Financial institutions invest considerable resource to build prospect pipelines only to see this information evaporate when an associate leaves. IQProspects maintains valuable prospect interactions in a centralized database while tracking individual sales activities. The result is an easy to use tool that helps associates and managers provide consistent sales performance.

Managers use IQProspects drill down reports to view up to the minute details on each deal in the pipeline. Activity metrics track important sales activities that lead to sales closures. IQprospects is the tool to help your sales associates be most productive and successful.

Other key feature of IQProspects include:

  • Easy to use sales prospecting with structured workflow
  • Manage sales suspects, prospects or existing customer portfolios
  • Integrated with popular core banking systems such as Fiserv, FIS, Jack Henry and others
  • Management reporting provides valuable insight into each deal while tracking sales closures
  • Drill down reports that drill from summary to detail information
  • Reasonably priced for small and mid-sized banks and credit unions

IQProspects™ helps bankers manage sales prospects from start to closure. Prospect pipelines become sales reality with IQProspects.