Latest News
2022 Product Development Annual Update
Jan 6, 2023
Looking back on 2022 product development. Thoughts from our Product Designer, Kate Goodwin.
The Power of a Phone Call
Oct 1, 2022
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.
Pennsylvania Association of Community Bankers Annual Convention
Aug 22, 2022
Sep 22 - 24, 2022
Orlando, FL
Booth 16
Send a Bank Check for their first Remote Deposit Transaction
Jul 2, 2022
Community banks can provide value and increase loyalty by proactively calling customers who have yet to try remote deposit capture. Through a simple, client-focus conversation you can drive awareness, adoption and usage.
Two Words to Make a Teller Referral
Jun 1, 2022
Tellers interact with more customers than anyone else in your institution. Most community banks and credit unions look to tellers to help generate quality referrals that lead to new product sales. Based on our experience, tellers can often struggle in making a smooth transition from processing the transaction into a short, needs based discussion leading to a referral. Here are two words that make the transition easy and effective.
What CRM Do Banks Use
Mar 22, 2022
Often banks and credit unions ask the question “What CRM do banks use?” The answer to this question depends a lot on the strategic value that a financial institution is looking to achieve by using a CRM and by looking at where the CRM will be implemented.
Right-Sized Banking CRM
Mar 16, 2022
Quest Analytics LLC, a leading provider of banking CRM and sales lead generation solutions today introduces the new “right-sized” IQCRM™ for community banks and credit unions.
Partnership with Vertical IQ
Mar 11, 2022
Quest Analytics LLC announced a new partnership with Vertical IQ. Vertical IQ is a premier provider of industry intelligence to help business bankers quickly prepare for prospect and client meetings.
Celebrating Our 20 Year Anniversary
Jan 5, 2022
Quest Analytics LLC, a leading provider of modular CRM and sales lead generation solutions for banks and credit unions announced that today is the 20th anniversary of the company.
Bank Iowa Deploys Quest Analytics for CRM Automation
Feb 24, 2021
Quest Analytics LLC, a leading provider of modular CRM banking solutions announces a successful software deployment with Bank Iowa, headquartered in West Des Moines, Iowa.
Daniel Havey joins as Sr. Sales Executive
May 4, 2020
Daniel Havey has joined the company as Sr. Sales Executive. He's a CPA and has 30 years of industry experience.