IQLeads

IQLeads

IQLeads is a robust lead generation software tailored for banks and credit unions, utilizing advanced data mining techniques to unearth valuable sales, service, and retention leads from core banking data. By automating onboarding and prioritizing leads, it streamlines the process for associates, enhancing customer interaction and relationship-building efforts.

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Top IQLeads Features

  • Core banking data integration
  • Automated workflow management
  • Real-time reporting dashboard
  • Two-way Outlook integration
  • Campaign assignment tools
  • System-generated lead creation
  • Customizable lead design
  • Digital marketing integration
  • Automated onboarding programs
  • Two-way integration with marketing platforms
  • Event planning and tracking
  • Self-check-in lobby feature
  • Case tracking and management
  • Customer segmentation analytics
  • Profitability analysis tools
  • Mobile access for bankers
  • Task assignment and tracking
  • Cross-sell opportunity identification
  • Ticketing module for inquiries
  • Lobby traffic analytics.