Finicity

Finicity

Mastercard
IQLeads

IQLeads

Quest Analytics
+
+

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About

Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial service companies and fintechs wanting to connect their customer's bank accounts for data to lend, pay or manage.

Audience

Sales and service CRM for banks and credit unions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mastercard
United States
www.finicity.com

Company Information

Quest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads

Alternatives

Alternatives

ExecAtlas

ExecAtlas

Equilar
TotalExpert

TotalExpert

Total Expert

Categories

Categories

Application Development Features

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

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

Integrations

BeSmartee
Blend
DATABASICS Time & Expense
Dwolla
Gravity Software
LoanPro
Meld
MeridianLink Opening
Monarch Money
OpenTransact
Sila
SimpleNexus Mortgage Platform
Synctera
Volly
WhenThen

Integrations

BeSmartee
Blend
DATABASICS Time & Expense
Dwolla
Gravity Software
LoanPro
Meld
MeridianLink Opening
Monarch Money
OpenTransact
Sila
SimpleNexus Mortgage Platform
Synctera
Volly
WhenThen
Claim Finicity and update features and information
Claim Finicity and update features and information
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Claim IQLeads and update features and information