Quest IQLeads® is a new generation of software to automatically find and manage banking sales opportunities. IQLeads data mines customer behavioral information to uncover hot sales leads. The leads are prioritized and delivered directly into the hands of your sales associates in the branch and contact center every morning.

In the past, CRM systems required sales associates to identify and interpret vast amounts of information with little respect for sales workflow. IQLeads automates the job of finding, distributing and tracking sales leads so your sales associates can focus on the most important part of the sales process which is interacting one-on-one with customers to close new business. Banks and credit unions use IQLeads to close sales opportunities at rates of up to 52%. Daily leads yield consistent and predictable sales performance over time while delivering an individualized customer experience.

Generating and tracking referrals to completion is a key component of IQLeads. Referrals can be created within IQLeads or Teller Referral Assistant and tracked from start to completion.

Other key feature of IQLeads include:

  • Easy to use sales lead and referral management solution with structured workflow
  • Automated lead engine finds the best sales leads resulting in monthly sales consistency
  • Track new customer acquisition campaigns and manage outbound calling activities
  • Snap-on software to Fiserv, FIS, Jack Henry, OSI and other core banking systems
  • Deployment includes a comprehensive sales training program in addition to software training
  • Drill down reports that drill from summary to detail information
  • Reasonably priced for small and mid-sized banks and credit unions


IQLeads® automatically finds and delivers hot sales leads to your front-line each morning resulting in consistent month over month sales performance.