Right-Sized Banking CRM

Karl Keller

March 16, 2022

Pittsburgh, PA – March 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.

“Quest Analytics is pleased to announce the general availability of our “Right-Sized” CRM solution for financial institutions” said Karl Keller, President, and founder of Quest Analytics. “When community banks and credit unions don't have access to timely, personal customer information, opportunities for growth slip through the cracks. The Quest Analytics IQCRM™ allows financial institutions to start small with one essential CRM module and expand to more advanced features as needed. By starting in one focused area such as the retail bank, commercial bank, contact center, marketing department or even the collections department, banks and credit unions can start small, successfully deploy, and gain a quick return on the investment.”

The” right-sized” banking CRM has a new highly efficient yet simple to use system navigation. Designed by bankers for bankers, the software is packed with features including:

  • New User Interface & Mobile app – Connect with customers and prospects from your desktop or mobile device. Strengthen relationships with your customers, both in person and remotely. Quest Analytics IQCRM software gives you flexible options to make banking happen.

  • Connections – Connect customers to other customers to view consolidated account and service profiles, banking customers with multiple company relationships or complex personal relationships. Build parent and child relationships, COI relationships and tag decision makers/influencers to gain a better understanding of every customer and prospect.

  • IQFlex™ Reporting – Build the drill down report of your dreams. The new IQFlex reporting engine lets you see what you want on your report. Now you can group, drill down, add fields, and export data your way. Don’t accept systems that hold your data captive.

  • Advanced Workflow and Forms – Automated workflow is the key to efficiency. Track every sales opportunity to completion with customizable workflow and forms. Use custom fields and variable decision logic to speed loan and deposit closing processes.

  • Digital Marketing – Automate your marketing and electronic communications by building campaigns and digital onboarding. Evaluate click-thru response data to determine success and augment future campaigns and deepen relationships.

For more than 20 years, Quest Analytics has helped community banks and credit unions grow customer relationships for a lifetime using our unique combination of easy-to-use CRM software combined with data analytics and relationship building soft-skills training. Highly successful financial institutions partner with Quest Analytics to help transform their service culture into a highly effective sales and service culture.

About Quest Analytics

Quest Analytics is a financial services technology and training company specializing in helping community banks and credit unions grow quickly and profitably. Headquartered in Pittsburgh, Pennsylvania, Quest Analytics has enhanced the sales and service culture at banks and credit unions across the United States since 2001. Additional information is available at www.quest-analytics.com