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Banking Sales Growth 
For Building Lifelong Customer
Relationships

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Turn Big Banking Data into Actionable Information for consistent Sales Performance

This is definitely not another legacy CRM system but instead it is a banking CRM on steroids.  Integrated with your core banking system, IQLeads® uncovers hidden sales, service and retention opportunities and serves them up daily to your sales and service associates.   

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Prospect tracking, pipeline management and automated workflow for Mobile Commercial Bankers

Keeping track of customers and prospects is hard.  Using IQProspects to manage your business is Easy.  IQProspects automates your deposit and loan process with customizable workflow, integrated forms and MS Outlook integration.  Mobilize your sales force with access anywhere using your iPhone and iPad.  

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Contact Center Automation. Take More Calls with Less Effort for superior customer experience

Automate your contact center with IQService. Track each customer interaction while at the same time automating the process with your core banking system.  Stop clicking around your core and let IQService quickly find the answers to your customer questions.  Improve customer satisfaction, automate to save time and provide customer service that are truely a step above the competition.  

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Teller Referral Assistant®

Generate Quality teller referrals

Integrated with your core banking teller system, Teller Referral Assistant (TRA) serves up opportunities to your tellers to help generate more quality referrals. Track every referral to completion and incent your sales and service staff based on results.