BankSmartCodeBase Technologies
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IQLeadsQuest Analytics
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Related Products
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About
Our award-winning core banking solutions have the functionality you would expect for the most sophisticated and demanding banking regulations and requirements. They are built with the latest innovations to optimize operational efficiency, reduce costs, ensure compliance and a rapid time to market. They provide cutting-edge real-time analytics to creäte the insights for the development of timely and relevant products and services and can be merged with our market-leading digital channel solutions. The connected front-end, middleware and back office will transform your institution into a customer-centric, commercial sales machine. Discover how you can engineer your critical processes around your most valuable stakeholder: your customer. Opt for an open, cutting edge, agile platform that will help you deliver the ultimate customer and employee experience, drive sustainable growth, deliver the innovations for teamwork and partnership.
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About
IQLeads is an easy to use, sales and service CRM growth engine for banks and credit unions. IQLeads® is all about data mining your core banking data to service up hot and relevant sales, service and retention leads to your associates. It is automated, consistent and effective when combined with our integrated sales and service relationship building training. The data mining engine automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. IQLeads helps your associates follow a simple 3-step process to work every lead. (Research, Interview and Wrap-up). Statistics show that the first 180 days of a new banking relationship are the important time. The IQLeads automated on-boarding ensures every onboard step is executed with precision. The key to automated sales and service lead generation is lead prioritization.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Banks seeking a solution to improve and manage their financial operations
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Audience
Sales and service CRM for banks and credit unions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCodeBase Technologies
United States
www.codebtech.com
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Company InformationQuest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads
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Categories |
Categories |
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Banking Features
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
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Integrations
No info available.
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Integrations
No info available.
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