Meet the Modules
Select what you need to meet your business goals.
Start your banking CRM journey with the essentials. The IQEssentials module is reasonably priced even for a single branch institution. It includes core banking data integration, appointments, referrals, connections, tasks, and more. If this meets your needs, you are set! Otherwise, add additional modules to meet your objectives.
Core banking data is essential to success. Customers, products, and services are updated daily. We work with any core or ancillary system.
Track meaningful sales contacts with built-in tasks and discussion points. Use IQSync for two-way Outlook Integration.
Enhance cross-sell efforts with referrals that won't fall through the cracks. Assign, follow-up, report, and track incentives.
See the complete banking relationship. Use connections to link people and businesses to reflect the true size of the relationship.
Keep track of work via tasks. Assign to yourself or someone else. Use widgets and home page statistics to keep up.
Cores we know that are ready to go.
The IQProspects module is a powerful add-on for your sales team. Spreadsheets don’t cut it for managing complex processes. Sales pipeline management helps bankers accurately predict closures. Automated workflow and forms save time and get commercial loan and deposit accounts opened efficiently.
Closing deposit and loan opportunities takes a team effort. Pipeline Workflows combine automation with a standardized process to ensure every account is opened efficiently and accurately. Managers will appreciate real-time reporting to see exactly what stages and activities have been completed on each opportunity.
Want to make an extra sales push? Use Campaigns to assign opportunities to your team. Maybe it's a seasonal opportunity or a purchased list of business prospects. Get there first and get a yes. Use drill-down reports to monitor progress and celebrate success.
Use daily analytics to automatically generate leads for your team. Your core system is a source of endless data about your customers. IQLeads® datamines into the core banking data and finds hidden opportunities that are served up to your associates for outreach. Select prebuilt cross-sell, retention and servicing leads or design a lead that is totally unique.
Use this lead to encourage customers to sign up for eStatements. Deliver a few a day and see how many folks your team can convert with the personal touch.
Onboarding programs are pretty common. So is relying on running reports, updating spreadsheet, and filling out forms. Streamline this with onboarding leads designed around your desired touchpoints.
IQLeads data mines through transactional data to find customers paying loans elsewhere. Reach out to them to recommend saving money with your institution.
In the digital age, fewer people are coming into branches. However, when there's an issue, they want to talk to a real person - and now. Use IQService, a ticketing module, to document and track in-bound customer requests. Track each request from start to finish. Use the routing to send tickets to a support group like deposit operations. Take more calls with fewer resources.
Digital marketing is the way to connect with busy customers. IQMarketing provides tools built for marketers with integration to the banking CRM. Use the CRM to specifically select customers for digital marketing campaigns. Use import wizards to import new prospects from available lists. Communicate marketing activities across the bank so every associate can see exactly what offers were provided to each individual customer.
Two-way integration with Constant Contact and Hubspot systems close the loop on digital marketing. With IQMarketing, segment and create lists from the banking CRM. Seamlessly upload data from the banking CRM and execute campaigns using Constant Contact or Hubspot. CRM shows Bankers exactly which offers were sent as well as click response data to complete the feedback loop.
Streamline your event planning with repeatable event types and checklists. Invite employees and customers/prospects to your marketing events.
Keep track of prep and post event tasks with the team. Evaluate leads from every event to justify future marketing investments.
Managing credit losses are extremely important with the introduction of CECL reporting changes. Documenting each case, contact history and case activity with spreadsheets is hard. IQCollections standardizes, simplifies and automates the process reducing credit losses across the board.
IQCollection cases are automatically assigned based on custom queue structures. Auto assignments saves time. Case and account history log every interaction. Promise to pays keep it real.
NO MORE SILOS
By incorporating your Collections activity into the CRM, your team immediately benefits. They'll be alerted to the existence of a Collections case. IQCollection customers are excluded from other CRM activities such as lead generation.
SMARTER, NOT HARDER
Widgets and dashboards to keep all contact, promise to pays, and follow ups in one place. Cases close automatically as payments are made. Logs for auditors. Flexible reporting views. Work smarter with the right tool.
Desktop and Mobile Apps
Tools built for the job. Go beyond the browser.
MOBILE APPS FOR BANKERS
Today's bankers don't sit waiting for prospects to call. Mobile bankers need mobile apps to take it on the road. The IQProspects mobile app for iPhone, iPad and Android phones provides real-time access to the banking CRM from anywhere. Need an Ag report completed? Use your phone. Want to add a new prospect to the CRM? Take a picture of the business card, and it's done.
Designed as a companion to sit above your transaction processing software. Make those interactions count.
The toolbar auto-populates each client's CRM profile as your team processes transactions. Respond to system prompts on potential cross-sale opportunities tailored to the client.
TELLER REFERRAL ASSISTANT
Give customers a self-check in option for busy or understaffed lobbies with the IQLobby module. Let IQLobby iPad app alert your associates when someone is waiting for a banking service. Use lobby data analytics to track how long agents are spending with each prospect and customer as well as to identify peak lobby traffic times for staffing optimization.
Quest Analytics leverages a wealth of banking experience to deliver the premier CRM designed for financial institutions.
Community Banking is different. You put customer relationships front and center of your business. But without timely information and an actionable plan to grow customer relationships, it can be difficult for your team to grow your customer base. No one wants to stress about meeting revenue goals.
We believe community banks and credit unions deserve a CRM that helps you know their customers, grow their relationships, and reach their business goals. We get it. There’s nothing more frustrating than missing an opportunity to grow a relationship with your customer. This is a CRM built by bankers for bankers, easy-to-use and crafted to serve your team with actionable data that leads to personalized opportunities for customer growth. We'll work with you to identify your priorities and select the modules and features you need to power up your team and achieve your business goals.
You don't have to keep missing opportunities and losing profitable customers to your competition. Instead, deploy a simple, robust CRM that will attract new customers, grow relationships with the ones you have, and set your team up for success.