Customer Engagement
Modular, easy-to-use solutions built specifically for community banks to grow and retain customer relationships and revenue.
Customer Relationship Management
Do More to Grow Relationships
IQ Prospects
Managing your sales pipeline lets you predict what deals will actually close, and with automated workflows and forms, you’ll save time and resources opening new loan and deposit accounts.
IQ Leads
Simplify lead generation—plug in and let the integrated data mining tools do the work. Access essential customer data, streamline outreach, and achieve better sales, service, and retention results.
IQ Service
Track every customer support request from start to finish with easy automated ticketing. The system takes care of documenting the details and routing to the right department—so your team can handle more calls with less effort.
IQ Marketing
Unlock the power of digital marketing—easily connect with customers and prospects through automated, personalized emails, calls, and event invites. Ensure your campaign gets to the right people every time with CRM integration.
IQ Collections
Track every credit loss case with automated updates for contact history and case activity. This standardized process helps you cut down on credit losses and maintain accurate records for better recovery.
IQ Profitability
This module gives you a clear picture of customer profitability trends using funds transfer pricing and account-based costing. You’ll have the real numbers you need to make confident decisions about products, pricing, and marketing.
IQ Lobby
Offer customers a self-check-in option with the IQLobby iPad app, which alerts staff when someone needs banking assistance. Track agent-customer interaction times and identify peak lobby hours to optimize staffing.
Teller Referral
Streamline transactions by linking your CRM directly into daily routine. The system auto-fills customer data and recommends up-sell, cross-sell opportunities—helping your team work faster and connect better with customers.