IQProspects
IQProspects is a dynamic financial CRM software designed specifically for banks and credit unions. It streamlines sales and service processes by automating workflows, tracking customer interactions, and managing leads efficiently. With mobile applications, users can enhance productivity on-the-go, ensuring that every opportunity from prospecting to closing is meticulously monitored and optimized for success.
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Top IQProspects Features
- Core banking data integration
- Workflow automation tools
- System generated leads
- Real-time reporting features
- Mobile access for bankers
- Built-in task management
- Customizable onboarding leads
- Integrated digital marketing tools
- Campaign management capabilities
- Two-way Outlook integration
- Case tracking system
- Profitability analytics engine
- Self-check-in for customers
- Lobby traffic analytics
- Event planning management
- Automated collections management
- Customer segmentation analysis
- Drill-down reporting tools
- Cross-sell opportunity identification
- Comprehensive customer relationship tracking
