RIGHT CUSTOMER
Use analytics to identify the right customer for your products. You want to call the people or companies with the highest chance of saying Yes.
RIGHT TIME
Use behavioral triggers to call at the right time. Could be after a new account opening, before account maturity, or after a large deposit.
RIGHT OPPORTUNITY
All of your products and services are great - but which one is best for them? Let the system data mine so you don't have to.
Put your data to work.
By automating the lead generation process and integrating data mining tools into day-to-day operations, IQLeads maximizes the value of customer data, streamlines outreach efforts, and helps banks achieve better sales, service, and retention outcomes.
DAILY LEADS
Each day, new, prioritized leads are automatically delivered to associates, ensuring they have a constant flow of potential opportunities to engage with.
LEAD BANK IDEAS
Take advantage of commonly implemented leads so you don't have to start from scratch. We've got ready to tweak onboarding, maturing CDs, and customer birthday leads just to name a few.
CUSTOMIZABLE LEADS
While there are prebuilt options for cross-selling, retention, and service, IQLeads also allows banks to design unique, custom leads that fit specific needs or target markets.
TRACKING & ACCOUNTABILITY
Every lead is tracked through its lifecycle, allowing banks to measure new revenue and transfers generated as a result of outreach, ensuring accountability and insight into the performance of each lead.
SAMPLE LEADS
MISSING ESTATEMENTS
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
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.
LOAN RECAPTURE
IQLeads data mines through transactional data to find customers paying loans elsewhere. Reach out to them to recommend saving money with your institution.
FAQ
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What can I do with this module?The most essential CRM functions are included in our base level module. REFERRALS End to end referral tracking for bank wide transparency. Enhance cross-sell efforts with referrals that won't fall through the cracks. Assign, follow-up, and report on these valuable leads. APPOINTMENTS Track meaningful sales contacts with appointments that have built-in tasks and discussion points. (Add the IQSync module for two-way Outlook Integration!) TASKS Keep track of work via tasks. Assign to yourself or someone else. Use widgets and home page statistics to keep up. NOTES Sometimes you just need to make a quick note. Make sure everyone knows what you know about anything client related. CONNECTIONS Setting up Connections between CRM clients to capture more complicated business structures or just use it for extended family linkages. By using Connections to link people and businesses, you'll easily reflect the true impact of the banking relationship. REPORTING Flexible reporting and manager dashboards are permission controlled and easy to use!
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How long does deployment take?Your institution can be up and running on IQEssentials quickly with an 8 -12 week deployment. We will support your IT department on the necessary technical steps along with guiding your project team through your configurations.
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What is the pricing structure?Instead of costly per-user licensing fees, our pricing structure is based on locations. This way everyone can have access to the system. This module is reasonably priced even for a single branch institution.
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What is the estimated Return on Investment for a CRM?Most institutions can receive a 3x – 5x return on their IQEssentials investment simply by successfully tracking referral activities. Don’t let opportunities fall through the cracks and gain efficiency benefits by everyone using the same tool with the same guidelines allowing manager oversight.