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Average Ratings 6 Ratings

Total
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Average Ratings 0 Ratings

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Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

When customers seek genuine assistance, they prefer to connect with a real person. IQService serves as the solution for community banks and credit unions aiming to streamline, monitor, and record customer interactions from both the contact center and physical branches. This innovative toolbar operates in memory, allowing users to access all its features with just one or two clicks. Users consistently praise the software for its user-friendly interface. Designed to be non-intrusive during calls, it empowers contact center and branch staff to swiftly obtain answers to intricate customer inquiries. If you want an integrated view of customer balances, services, and their overall relationship, it is readily available on the toolbar without any clicks required. Furthermore, IQService enhances performance by offering seamless integration with core banking systems. Whether you utilize Fiserv, Jack Henry, FIS, Finastra, or other banking platforms, IQService connects with your core banking application, automating the call research process and ensuring that every inbound call is meticulously documented. This level of integration not only saves time but also significantly improves customer satisfaction.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Fusion Phoenix Yes 
CoreBank Yes 
FIS Telephone Banking No 
FPS GOLD Banking Software Yes 
Finacle Yes 
Finastra Essence Yes 
Fiserv Yes 
Fiserv Fixed Assets for DNA Yes 
Microsoft Outlook No 

Integrations

Fusion Phoenix Yes 
CoreBank No 
FIS Telephone Banking Yes 
FPS GOLD Banking Software No 
Finacle No 
Finastra Essence No 
Fiserv No 
Fiserv Fixed Assets for DNA No 
Microsoft Outlook Yes 

Pricing Details

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Yes 
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 No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqservice-bank-crm-contact-center

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking No 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management No 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management Yes 
Risk Management No 

Product Features

Call Center

Blended Call Center No 
Call Logging No 
Call Recording No 
Call Scripting No 
Campaign Management No 
Database No 
Escalation Management No 
IVR / Voice Recognition No 
Inbound Call Center No 
Manual Dialer No 
Outbound Call Center No 
Predictive Dialer No 
Progressive Dialer No 
Queue Management No 
Real-time Chat No 
Reporting/Analytics No 

Workforce Optimization (WFO)

Interaction Analytics No 
Liability Recording No 
Performance Management No 
Quality Management No 
Real-time Guidance No 
Reporting No 
Speech Analytics No 
Surveying No 
Workforce Management No 
eLearning No 

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