Latest News

Potluck Series: Smokey Pulled Pork Recipe

Our team is driven by customer satisfaction and food! We are sharing our favorite recipes this year on LinkedIn with our “When is our next potluck?” series. This one was so more involved, so it's getting a post here!

Best Practices for CRM Usage

CRM software can be a game-changer for community banks and credit unions. It helps manage customer relationships, streamline operations, and improve communication. However, to truly reap the benefits, it's important to follow best practices that maximize CRM potential.

New Release Available 2025.1

First quarter, first major release of 2025... Check out our release highlights with a link for clients to access detailed release notes.

2025 NEFMA Spring Conference

Quest Analytics will be attending the 2025 Spring Conference for New England Financial Marketing Association in Portland, ME in May. Kraig Nellis will be at our booth ready to show you Quest Analytics' modular CRM solution.

2025 DCI Annual Bankers Conference

Quest Analytics will be attending the 2025 DCI Conference in Kansas City, MO in April. Kraig Nellis will be at our booth ready to show you Quest Analytics' modular CRM solution.

2025 SymCentral Annual Users Group Conference

Quest Analytics will be attending the 2025 SymCentral User Group Conference in Allen, TX in March. Karl Keller will be at our booth ready to show you Quest Analytics' modular CRM solution.

Meet the Team Recap

We had fun on LinkedIn this year with our Meet the Team series. Check out the all the posts!

When to Swipe Right on a Software Vendor

Choosing the right software vendor is an important decision for any bank. Not only do you need to be sure that the software meets your needs and provides a good return on investment, but you also need to make sure that the vendor is a good fit for your long-term support and product needs.

New Release Available 2024.4

Fourth quarter, fourth major release of 2024... Check out our release highlights with a link for clients to access detailed release notes.

Happy Thanksgiving 2024

Eating good in the season of gratitude!

Multi-State User Group 2024 Conference

October 21 - 23, 2024
Orange Beach, AL
Vendor Session on Tuesday at 3:45p

5 Tips to Boost CRM Adoption and Make It Fun

CRM adoption is more than just functional software. Implement these 5 tips to support your team on adoption a positive CRM culture so you can fully utilize your investment.

Peak Conference 2024 PeakCon

October 9 - 10, 2024
Lincoln, Nebraska
Silver Sponsor

New Release Available 2024.3

Third quarter, third release of 2024... Check out our release highlights with a link for clients to access detailed release notes. If you are also a Vertical IQ client, this is a must read!

Optimizing Time Management for Banking Productivity

What sets highly productive banks and credit unions apart from their peers?

Get clear on your "Big Goals" with smart choices.

P3 2024 Fall Conference

September 17-19, 2024
Omaha, Nebraska
Booth 13

2024 IBA Annual Convention

September 15-17, 2024
Des Moines, Iowa
Booth 104

CBAO 50th Annual Convention

August 5 - 7, 2024
Columbus, Ohio
Booth 114

Introducing IQMarketing Insight Tags for Banking

We are pleased to announce a new marketing feature to support transactional analytics called IQMarketing Insight Tags™.

New Release Available 2024.2

Second quarter, second release of 2024... Check out our release highlights with a link for clients to access detailed release notes. Plus Insight Tags are finally here!!!

It's Modular Because You're Busy

Plate is full and that's not going to change. Get a CRM module by module on your timeline. Come back for seconds when you are ready.

2024 DCI Annual Bankers Conference Quest Analytics

Quest Analytics will be attending the 2024 DCI Conference in Overland Park, KS this year. Karl Keller will be at Booth 300 ready to show you Quest Analytics' modular CRM solution.

The Cost of Doing Nothing

Delaying CRM implementation is hurting bankers with missed connections, lost opportunities, and diminishing returns. Don't let the cost of inaction continue to mount.

New Release Available 2024.1

First quarter, first release of 2024... Check out our first quarter's release highlights with a link for clients to access detailed release notes.

Don't Leave Money on the Floor

Whether it still costs 5x more to create a new customer than to retain an existing one, you want to leave as little behind as possible. It’s time to clean up.

Profitable Customers aren't Always Shiny

The shiny object isn’t always the best deal.

Additional Partnership Vertical IQ and Quest Analytics Build on Partnership to Bolster Access to Industry Intelligence

Quest Analytics gains Vertical IQ reseller status; plans to bring additional industry insights to CRM for community banks, credit unions.

Natalie Kurn joins Quest Analytics Team

Welcome aboard to Natalie Kurn!

🎉 We are excited to have Natalie join our team focusing on relationship and upgrade management.

Why Your Bank Needs a Banking CRM

Meeting customer expectations is getting tougher as they are exposed to more FinTech options for their banking needs. Having free checking and low car loan rates isn’t enough to attract Commercial customers looking for sound financial advice.

Come Meet us at ICBA LIVE for Community Bankers

Quest Analytics and our IQCRM® are going live! Join us at the ICBA Live conference on March 14 – 17th in Orlando, Florida at the Orlando World Center Marriot (booth #1005).

Goldenwest Credit Union deploys Quest Analytics IQCRM

We are pleased to announce that Goldenwest Credit Union has deployed the Quest Analytics IQCRM® software solution with integration to the Jack Henry core system.

New Release Available 2023.11

New month, new release... new home page.

Check out December's release highlights with a link for clients to access detailed release notes.

Stop Wasting your Strategic Advantage

Is your digital strategy paired with the personalized service that helps community banks compete with the big banks?

Happy Thanksgiving

Worksgiving with the Pittsburgh team and a rare sighting of Flat Sridhar

Weak Maturing CD Calls Hurt Deposit Renewals

Does your Maturing CD call script need to level up? Read more for 6 tips to better outcomes.

Help Desk 101

Our Help Desk is ready to help you. Of course we’ll take your issue however it comes in, but keep reading for some best practice tips that help us help you faster.

Today's Banker Digest Interview with Kraig Nellis

Learn more about who we are and our value proposition in an interview with Larry Grant from Today's Banker Digest.

🎬: 7 minutes

Generate Deposits with Step-up Campaign

Banks and Credit Unions everywhere are looking for low-cost deposits. Sure, we could raise our deposit interest rates and get as much deposits as needed but at a very high cost. Read more for a tip on deposit gathering you can execute today with minimal effort. 

New Release Available 2023.9

New month, new release. It's an even bigger one.

Check out October's release highlights with a link for clients to access detailed release notes.

Secure Bank Prospect Data, Stop Risking Future Earnings

Are you maximizing one of your most valuable resources - prospect data?

2023 Great Lakes User Group (GLUG)

September 19 - 20, 2023
East Lansing, MI

2023 Prominent Premier Partners P3 Conference

September conference season is busy. Click read more for our booth and session details.

Tracy Diethorn joins Quest Analytics Team

Welcome aboard to Tracy Diethorn!

🎉 We are excited to have Tracy join our team focusing on new client onboarding.

Banking CRM Adoption Plan for Operations

Deposit/loan operations is the working engine of the institution. Whether it is researching a statement problem or identifying a fraudulent transaction, these are important operational activities to ensure customer satisfaction.

Banking CRM Adoption Plan for Servicing

People are busy. When they have a problem, calling will likely be the channel of choice over going to a branch. Banking customers expect telephone customer service to be friendly and efficient or frustration leads to lost customers.

Banking CRM Adoption Plan for Commercial

Commercial bankers are responsible for selling and closing the largest deposit and loan deals in the institution. The most successful commercial bankers use the CRM to effectively manage their time to focus on sales and relationship building activities.

Banking CRM Adoption Plan for Retail

The retail bank has more direct customer interactions than any department. The bankers are responsible for generating referrals each day. The easiest way to jump start CRM adoption in the retail branch is to implement a referral tracking/incentive program.

Banking CRM Adoption Plan for Senior Management

The key to bank adoption of CRM is senior management engagement in the usage of the CRM to manage customer relationships, pipelines, and sales/service activity.

New Release Available 2023.7

New month, new release. It's a big one.

Check out August's highlights with a link for clients to access detailed release notes.

Paul Carosi joins Quest Analytics Team

Paul brings extensive bank CRM, profitability and marketing skills from his work at Mellon Bank, Fiserv, IBM, PNC Bank and other institutions during his long career.