IQLeads® delivers automated sales, service, and retention leads to your sales staff each day. Use IQLeads to develop a true sales and service culture by focusing on building customer relationships.

IQProspects™ manages sales pipelines, sales activities, loan workflow and incentives. Mobile workforce can access IQProspects using browser, iPad or Android tablets.

IQService tracks inbound call center service requests and automates core banking navigation to gain call efficiencies. Increase call effectiveness and generate new sales via the inbound call center.

Teller Referral Assistant®
serves up sales leads and sales hints to each teller based on customer behavior. Data quality leads identify missing customer details and automate updates on core system.

IQFinancials® automates labor intensive financial and board reporting. From Excel, drill from summary income statements or balance sheets down to detailed transactions with just a click.

Quest Analytics Helps Financial Institutions Grow

Quest Analytics is a software and training company helping banks and credit unions generate more new business. Using automated data mining technology, Quest uncovers hidden sales leads and delivers them to your sales force each day. Banks using Quest succeed in developing a customer centric sales culture by touching each customer at the exact time when they need your banking services. Quest combines automated sales technology with a sales enrichment training program to help your business expand marketshare and deepen customer relationships.


Banks & Credit Unions Develop successful Sales & Service culture

MCS Bank Logo

MCS Selects Quest Analytics for Banking CRM Automation

Quest Analytics LLC, announces a new relationship with MCS Bank.

Mar 4th, 2:00 PM


IQLeads® data mines customer behavioral information to uncover hot sales leads.
Sign-up here

Date Pending, 2:00 PM


IQFinancials® automates labor intensive financial and board reporting.
Sign-up here.


"IQLeads is an extraordinary innovation"

John Clayton,

SVP of Community Banking Washington Financial Bank

"Our experience in working with Quest has been phenomenal"

Maria Smathers

SVP Marketing Sales
NexTier Bank

"It is easy to use and the price/performance is outstanding."

Mark Schoen

CFO & Chief Risk Officer
NexTier Bank

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