Product Overview

Quest Analytics provides a comprehensive suite of technology products focusing on helping your bank or credit union grow profitably.  We help improve your overall sales process by actively finding new sales, retention and servicing opportunities on a daily basis. 
Using statistical methods, we optimize your time spent on selling and relationship building by eliminating opportunities that are a waste of time while focusing on the ones that are most likely to benefit your institution.   

In addition to helping you focus on your customer base, Quest solutions help you foster a healthy coaching sales culture. By tracking every opportunity to completion, each branch or call center associate becomes accountable for their effort spent growing your financial institution.  

One Quest customer describes it this way:

“For our bank, Quest had the perfect solution for merging our unique sales philosophy with employee-friendly, effective and easy-to-use software.  Customers frequently express their gratitude for our effort in ‘reaching out’ and the software has instilled a whole new sense of purpose and accomplishment in the minds of our sales and referral employees.  The system gives us numerous ways to objectively measure our progress….at the employee, branch, region, and bank levels plus at every product level; also, we can differentiate between ‘new money’ and ‘transferred funds’ sales, we can create opportunities for future sales prospects, and we can even identify and exclude customers who would prefer to not be called.  Quest’s software will be playing a major role in our bank’s growth this year and for many years to come.”

Cross-sell, Retention and service

To grow quickly, it is not enough to simply focus on cross-selling without addressing retention.  The Quest product offerings address both issues while at the same time allowing your institution to provide excellent, relationship building service.