Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
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
No
API Access
Has API
No
Integrations
FIS Telephone Banking
No
Fusion Phoenix
No
Microsoft Outlook
No
Integrations
FIS Telephone Banking
Yes
Fusion Phoenix
Yes
Microsoft Outlook
Yes
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
No
Webinars
No
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
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqleads
Vendor Details
Company Name
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqservice-bank-crm-contact-center
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
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