Quest Analytics Partners
Meet our bank and credit union CRM partners that help grow customer relationships for a lifetime.
Providing content and delivery tools for maximizing your Fiserv® suite of solutions.
Complete communication from you, for them.
Assists with new product deployments, conversions, transitions, and upgrades. Our focus is always on consumer communication, education, and front-line staff training.
Each of the programs created by Beavercreek include a variety of free tools, designed specifically for that product program.
If self-service isn't your thing, don't worry - an experienced Marketing Consultant will guide you through the process and help you formalize a strategy and marketing timeline for a successful product launch, transition or adoption campaign.
Collaborative and value-added time deposit pricing & sales
One-of-a-kind CoreCD® program blends training, technology, & products together to provide retail bankers with improved strategic management, team engagement, and depositor experience.
Highly skilled & experienced bankers work with ALCO & retail teams across the country. The CorePoint's specialists are constantly creating new content for their clients based on specific needs and market movement, even holding two (2) U.S. patents for unique financial processes.
A nationally recognized leader in industry intelligence
Delivers actionable, convenient, focused, and easy-to-digest industry insights to help you better understand a prospect’s or client’s business challenges.
Created by bankers for bankers, covering over 97% of the US economy and Canada, Vertical IQ quickly turns you into an industry expert so that you win, grow, and retain more business. ​
Leading provider of financial reporting and enterprise management software
We enable the Office of the CFO to connect to and make sense of their enterprise data in real time so they can proactively drive greater financial intelligence across their organization, which is how best-in-class finance teams operate.
Over 25,000 organizations worldwide rely on insightsoftware’s portfolio of best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance.
You can tell a lot about your customers or members by how they spend and earn their money.
FinGoal analyzes your transaction data and uses that data to tag your transactions and users with Persona Tags.
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You can push these Persona Tags into our CRM that you can use for a variety of purposes. Know your customer better, enhance non-business conversation, and use the tags to deliver personalized and targeted offers with low tech lift.
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To better understand and serve users we need the best data out there. We can work with all financial institutions, fintechs, and aggregators to get you what you need.
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For more information on partnering with our community banking CRM, please contact Jim Maochi at (412) 347-0386.