Press Release


Jax FCU Selects Quest Analytics for Membership Expansion


Pittsburgh, PA – September, 11, 2017
– Quest Analytics LLC, a leading provider of automated CRM and sales lead generation solutions for banks and credit unions announces a new relationship with Jax Federal Credit Union of Jacksonville, FL.


“Quest Analytics is pleased to announce a new relationship with Jax FCU” said Karl Keller, President and founder of Quest Analytics. Using Quest software combined with our sales and service skills training program, Jax FCU is deepening member relationships through a needs-based approach.”

 

Adam McGowan, VP of Branch Administration & Sales at Jax FCU, said “It made good business sense to partner with Quest Analytics because of their experience and expertise mining data and delivering actionable information to our Member Service Rep’s in the front line through easy to use software. Their software automates and provides structure to our process so our associates can focus on the member, their needs and how we can help them.”

 

The Quest solution identifies the right time to have a conversation with the member. These member interactions uncover life events that have a financial impact so that the associate can proactively serve the member.

 

“Jax was looking for a partner who could help them grow their membership by leveraging technology and relationship building skills, which aligns with our niche.” said Keller.

 

"Jax FCU has built a good reputation in our community for helping each member achieve their individual goals. Quest is helping us take this relationship building experience to the next level” said McGowan.

 

Quest Analytics uses automated data mining techniques to uncover sales opportunities by turning overwhelming data into actionable information. The Quest IQ software suite finds, prioritizes and delivers timely leads directly into the hands of sales associates. Additionally, the software provides enhanced CRM capabilities that help banks and credit unions manage sales pipelines, track deposit/loan workflow and document loan processes to meet compliance requirements. Being tightly coupled to major core banking systems, community banks and credit unions use Quest software to prospect for new relationships as well as grow existing share of wallet.

About Jax Federal Credit Union

Jax Federal Credit Union, founded in 1935, servces more than 33,000 members in six counties in Northeast Florida with high-quality financial products and services. Jax FCU takes great pride in delivering a level of service that exceeds member expectations, while simultaneously improving the community through financial and human resource contributions. For more information on Jax Federal Credit Union, please visit their website at www.jaxfcu.org.

About Quest Analytics

Quest Analytics is a financial services technology and sales training company specializing in helping banks and credit unions grow quickly and profitably. Founded in 2001, Quest Analytics is a privately-held company headquartered just south of Pittsburgh, Pennsylvania. Additional information is available at www.quest-analytics.com

Contacts
Karl Keller Quest Analytics LLC
Phone: 412.347.0386 x201
Email: karl.keller@quest-analytics.com

Adam McGowin Jax Federal Credit Union
Phone: 904.475.8062
Email: Amcgowan@jaxfcu.org