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Latest News

Secure Bank Prospect Data, Stop Risking Future Earnings

Sep 20, 2023

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

Banking CRM Adoption Plan for Operations

Aug 9, 2023

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

Aug 9, 2023

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

Aug 9, 2023

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

Aug 9, 2023

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

Aug 9, 2023

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

Aug 4, 2023

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

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

New Release Available 2023.5

Jun 7, 2023

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

Jun 6, 2023

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.

New Release Available 2023.4

May 8, 2023

New month, new release.

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

New Release Available 2023.3

Apr 5, 2023

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

Mar 31, 2023

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.

Right Sized Banking CRM

Mar 15, 2023

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

Mar 2, 2023

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

Mar 1, 2023

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

2022 Product Development Annual Update

Jan 20, 2023

Looking back on 2022 product development.

Thoughts from our Product Designer, Kate Goodwin.

The Power of a Phone Call

Oct 28, 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.

Send a Bank Check for their first Remote Deposit Transaction

Oct 28, 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

Oct 28, 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

Aug 31, 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.

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