Quest Analytics gains Vertical IQ reseller status; plans to bring additional industry insights to CRM for community banks, credit unions.

RALEIGH, N.C. and PITTSBURGH – February 6, 2024 – Industry Intelligence leader Vertical IQ and Quest Analytics LLC, the leading provider of modular client relationship management (CRM) solutions for community banks and credit unions, have announced an expansion to their existing partnership, which will further simplify bankers’ access to industry-focused insights.

Bankers need tools and information at their fingertips to deepen customer relationships, maximize sales opportunities, and reach business goals. And Quest Analytics delivers. Its keystone CRM solution suite, IQCRM®, features multiple modules designed for financial institutions. One of the modules, IQProspects, includes a single sign-on (SSO) interface, allowing mutual Vertical IQ users to easily access NAICS-driven Industry Intelligence directly from their CRM.

Quest Analytics also has plans to enhance the Industry Intelligence content that is available directly from the IQCRM to include Vertical IQ’s Quickview Insights, Cash Management Challenges, and popular Call Prep Questions, with additional content considered for future inclusion.

“Our goal at Quest Analytics is to make banking CRM solutions that are both useful and easy-to-use,” says Karl Keller, president of Quest Analytics, “and that’s why we wanted to integrate even more valuable insights from Vertical IQ’s Industry Intelligence into IQCRM.”

Keller continues: “We know that effectively using Industry Intelligence tools helps community banks and credit unions close more deals and win more business. We’re streamlining access to valuable content, putting even more of Vertical IQ’s Industry Intelligence right at users’ fingertips within our CRM.”

In addition to adding more robust industry content for shared customers, the partnership between these organizations also now allows Quest Analytics to sell full enterprise platform subscriptions to the Vertical IQ product, notes Paul Hock, director of strategic partnerships at Vertical IQ.

“Community banks and credit unions strive to stay knowledgeable about their clients’ businesses and the current conditions of the industry — it can be one of the things that distinguishes them from the bigger players,” Hock observes. “That’s why this partnership between Vertical IQ and Quest Analytics is such a natural fit. Customers seeking out Quest’s ‘right-sized’ CRM solutions will find tremendous benefits by incorporating Industry Intelligence into their sales processes. Our complementary products can truly move the needle for community banks and credit unions.”

To learn more about Vertical IQ or to request a demo, visit www.verticaliq.com. For more information about Quest Analytics’ suite of CRM products, visit www.quest-analytics.com.

ABOUT VERTICAL IQ

Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re pitching a local brewery or a national biotech company, successful sales, marketing and customer success teams use Vertical IQ to better understand a prospect’s or client’s business challenges before, during and after meetings. Covering more than 97% of the economic revenue in the U.S. and Canada through more than 920 Industry Profiles and 3,400 local economic reports, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.

ABOUT QUEST ANALYTICS

Quest Analytics is a financial services technology and training company specializing in helping banks and credit unions grow quickly and profitably. Founded in 2001, Quest Analytics is a privately held company headquartered in Pittsburgh, Pennsylvania.

###