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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!

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.

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

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

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.

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

Eating good in the season of gratitude!

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.

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!

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

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

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!!!

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.

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

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

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.

The shiny object isn’t always the best deal.

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.

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

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

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

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

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

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.

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 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.

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.