Audience

Mobil CRM solution for banks and financial institutions

About IQProspects

IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity.

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Integrations

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Ratings/Reviews

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Company Information

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

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Live Online
Support
Phone Support
Online

IQProspects Frequently Asked Questions

Q: What kinds of users and organization types does IQProspects work with?
Q: What languages does IQProspects support in their product?
Q: What kind of support options does IQProspects offer?
Q: Does IQProspects have a mobile app?
Q: What type of training does IQProspects provide?

IQProspects Product Features

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

IQProspects Additional Categories