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.
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.