QUICK START
Have a CRM at your fingertips in 8-12 weeks. We've helped many banks and credit unions onboard and will support you through the process. It's more doable than you might think.
CORE INTEGRATION
Core banking data is essential to success. Customers, products, and services are updated daily. We work with any core or ancillary system.
VIRTUAL TRAINING
Don't have an internal training department? Don't worry. We offer complimentary virtual training series during your deployment.
Unlock the power of intelligent banking.
Move your sales and service culture to the next level by starting your CRM journey with the essentials.
It includes core banking data integration, appointments, referrals, connections, tasks, and more. If this meets your needs, it's a wrap. As your CRM needs grow, you can add additional modules to meet your objectives.
CORE INTEGRATION
The IQEssentials module works with all core banking systems including Fiserv, Jack Henry, Finastra, FIS, ASI, DCI, CSI and others.
UNIFIED CLIENT ACTIVITY
Streamline your contact management by logging customer interactions through notes, meetings, tasks, and referrals.
SEGMENTATION
Rank customers by gold, silver and bronze medal values and by four tiers based on deposit and loan relationships. Use these segments to drive call frequency expectations – plus reporting to fall back on for accountability.
APPOINTMENTS
Appointments are key to growing commercial deposit and lending relationships. Without appointments there are no sales. Managers use the CRM to monitor and coach associates to sales success while at the same time ensuring every prospect is the banking CRM.