Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our award-winning core banking solutions are designed to meet the rigorous demands of sophisticated banking regulations and requirements. These solutions leverage the latest innovations to enhance operational efficiency, minimize costs, ensure compliance, and facilitate a swift time to market. With advanced real-time analytics, they provide valuable insights that aid in the timely development of relevant products and services, and they can seamlessly integrate with our leading digital channel solutions. By connecting the front-end, middleware, and back office, these systems will revolutionize your institution into a customer-focused, commercial powerhouse. Explore ways to align your critical processes with your most valuable asset: your customer. Choose an open, state-of-the-art, agile platform that empowers you to create exceptional experiences for both customers and employees, foster sustainable growth, and introduce innovations that enhance collaboration and partnership. This holistic approach will not only improve service delivery but also position your institution for future success.
Description
IQLeads serves as a user-friendly growth engine for sales and service CRM tailored specifically for banks and credit unions. Focusing on data mining from core banking systems, IQLeads® delivers timely and pertinent leads for sales, service, and retention directly to your team. This system operates with automation, ensuring consistency and effectiveness when paired with our comprehensive training on relationship building in sales and service. By utilizing an advanced data mining engine, it scans both core banking information and various third-party data sources to uncover valuable leads for cross-selling, retention, and customer service. Associates can effortlessly navigate a straightforward three-step method to manage each lead: Research, Interview, and Wrap-up. Research indicates that the initial 180 days of a banking relationship are crucial for success. With IQLeads' automated onboarding process, every step is carried out with impeccable accuracy. Moreover, the essence of effective automated sales and service lead generation lies in the prioritization of leads, ensuring that the most promising opportunities are addressed promptly. Ultimately, by leveraging IQLeads, financial institutions can enhance their outreach and improve customer relationships significantly.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CodeBase Technologies
Country
United States
Website
www.codebtech.com
Vendor Details
Company Name
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqleads
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No