Traditional CRMs have you entering lots of data into a platform hoping everyone will use the information to generate new sales opportunities.
In reality - your branch staff just does not have the time.
NexGen Automated CRM
IQLeads® is all about data mining your core banking data to service up hot and relevant sales, service and retention leads to your associates.
It is automated, consistent and effective when combined with our integrated sales and service relationship building training.
Find Hidden Opportunities
The data mining engine automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads.
Create Consistent Relationship Building Process
The data-mining engine automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads.
Automated Customer Onboarding
Statistics show that the first 180 days of a new banking relationship are the important time. The IQLeads automated on-boarding ensures every onboard step is executed with precision.
Lead Prioritization & management engine
The key to automated sales and service lead generation is lead prioritization. The IQLeads prioritization engine makes sure the right leads are delivered at the right time. Need more deposit leads, just turn up the dial. Are you looking for more mortgage opportunities?
Just turn the dial.
Enterprise Referral Management
Referrals are the lifeblood of any financial institution. IQLeads tracks referrals from start to finish. Tellers, CSRs, branch managers and loan officers now know the status of every referral.
Use IQLeads to profile your customers and members. As you learn new information, IQLeads maintains the profile, personal interests, life events and demographic information. No everyone can know every customer with ease.