Latest News

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.

2023 IBA Annual Convention

We joined the Iowa Bankers Association (IBA) as an affiliate membership. We will be attending the 2023 IBA Annual Convention in September.

2023 DCI Annual Bankers Conference Quest Analytics

Quest Analytics will be attending the 2023 DCI Conference

New Release Available 2023.5

New month, new release.

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

Staying Relevant in the FinTech Era

In the digital age, everyone wants your clients. The competition is relentless. Maintain customer loyalty by having a strong team implementing a solid plan with the right tools for success.

Sponsor and Vendor at Tri-State Region User Group Conference

Calling all fiserv-premier clients. The Tri-State User Group is back in person in Canton, Ohio.

Come visit Kraig Nellis at our vendor booth.

New Release Available 2023.4

New month, new release.

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

Quest Analytics Presents at 2023 PACB Marketing Conference

Join Kraig Nellis at 10 AM on Thursday, May 18th as he shares his insight on how to integrate Marketing department efforts with the front line using CRM technologies.

Quest Analytics Integrates IQCRM® with Beavercreek Marketing Digital Platform

We are pleased to announce our latest integration for IQMarketing. We've added Beavercreek Marketing Digital Platform to our list of supported vendors.

New Release Available 2023.3

New month, new release.

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

Start Small and Grow With A Banking CRM

Get started with CRM at a reasonable price point that has the features you'll actually use. Your institution can start small and grow with Quest Analytics IQCRM.

SouthStar Bank Selects Quest Analytics IQCRM

We are pleased to announce that SouthStar Bank from Moulton, TX has selected the Quest Analytics IQCRM® software solution for implementation across the bank.

Right Sized Banking CRM

Right-sized CRM is about providing banking CRM software that works for your institution no matter if you are a 20M bank with just 15 employees or a 68-branch institution looking for an enterprise-wide solution for the retail bank, commercial bank and the contact center.

New Release Available 2023.2

New month, new release.

Check out February's new release with a link for clients to access detailed release notes.

Is Your 2022 Loan Production Underwater

You may have had great loan production last year, but did you keep ahead of the Fed's rate increases?

Gratitude for the Quest Analytics Team

A valentine from the Boss as we celebrate one year on our redesigned interface.

New Release Available 2023.1

New month, new release.

Check out February's new release with a link for clients to access detailed release notes.

2022 Product Development Annual Update

Looking back on 2022 product development.

Thoughts from our Product Designer, Kate Goodwin.

The Power of a Phone Call

Will a phone call be the start of your next customer success story?

Calling a customer for a simple reason opens the door to opportunity. Wish them a happy birthday, recognize a customer anniversary milestone, or just thank them for being a new customer are easy relationship building examples.

Fiserv Mid-South User Group

Oct 18 - 20, 2022
New Orleans, LA

Pennsylvania Association of Community Bankers Annual Convention

Sep 22 - 24, 2022
Orlando, FL
Booth 16

Prominent Premier Partners P3 Conference

Sep 20 - 23, 2022
Omaha, NE

DCI Annual Bankers Conference

Sep 11 - 13, 2022
Kansas City, MO
Booth #37