IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions

iPhone, Android & iPad Apps

Access your banking CRM anytime anywhere

The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing.

Manage marketing events

IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity. Manage every aspect of the event while tracking lead generation from every event. Make your marketing spend quantifiable.

Sales Pipeline Management

Tired of having the pipeline management spreadsheet locked up by someone? Automate your pipeline so that every opportunity is tracked from start to close.

Is now a good time for a test drive?

Schedule a 30 min demo so you can see how this will save you and your institution time and effort while improving the quality of your deliverables.

Request Demo

Simplify your loan process

Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing.