Latest News

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

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.

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.

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.

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.

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

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

New month, new release.

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

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 month, new release.

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

New month, new release.

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

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 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 month, new release.

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

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

Looking back on 2022 product development.

Thoughts from our Product Designer, Kate Goodwin.

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.

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.

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.

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.