IQLeads® delivers automated sales, service, and retention leads to your sales staff each day. Use IQLeads to develop a true sales and service culture by focusing on building customer relationships.

IQProspects™ manages sales pipelines, sales activities, loan workflow and incentives. IQProspects Mobile app for iPad gives you access to your CRM anytime and anywhere.

IQService tracks inbound call center service requests and automates core banking navigation to gain call efficiencies. Increase call effectiveness and generate new sales via the inbound call center.

Teller Referral Assistant®
serves up sales leads and sales hints to each teller based on customer behavior. Data quality leads identify missing customer details and automate updates on core system.

IQFinancials® automates labor intensive financial and board reporting. From Excel, drill from summary income statements or balance sheets down to detailed transactions with just a click.

Quest Analytics Delivers IQProspects™ Mobile Banking Sales Platform

The IQProspects mobile app is CRM Made Easy! Designed to be the simplest to use CRM for banks and credit unions, even the least tech savvy sales associate will see time saving automation and the revenue generating power of the system. The mobile app works as an integrated module within the IQ suite of tools from Quest Analytics which include IQLeads, IQProspects, IQService and Teller Referral Assistant. The app has many time savings features to easily manage the sales pipeline, loan and deposit workflow, and drill-down dashboards so institutions can eliminate cumbersome spreadsheets to manage complex sales processes.


Banks & Credit Unions Develop successful Sales & Service culture

Friday - November  9th, 2:00 PM

IQProspects Mobile App

Energize your sales force with a mobile CRM solution for banking.

Sign-up here.

Friday - November  30th, 2:00 PM

Referral Processing Across Business Lines

Manage referrals across the enterprise. Automate referrals and track them to completion.

Sign-up here.


"IQLeads is an extraordinary innovation"

John Clayton,

SVP of Community Banking Washington Financial Bank

"Our experience in working with Quest has been phenomenal"

Maria Smathers

SVP Marketing Sales
NexTier Bank

"It is easy to use and the price/performance is outstanding."

Mark Schoen

CFO & Chief Risk Officer
NexTier Bank

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