Name: IQProspects™
Author: Quest Analytics

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Business Intelligence (BI)

Collaboration

Procurement

Visual Collaboration

Enterprise

Accounting

CTRM

Cryptocurrency Mining

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Professional Employer Organizations (PEO)

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change and Configuration Management

Cloud Storage

Data Pipeline

Data Quality

Endpoint Encryption

Enterprise Architecture Management

File Sync and Share

Fraud Detection

High Availability Cluster

Identity Management

Integration Platform as a Service (iPaaS)

Interoperability

M2M Application Development

Network Performance Monitoring

Network Virtualization

Password Management System

Phishing Detection and Response

Relational Databases

Session Border Controllers

Solid State Drives

Static Application Security Testing (SAST)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Content Marketing

Email Marketing

Heatmap and Session Recording

Intent Data

Marketing Automation

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Webinar

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales Intelligence

Sales

Antivirus

Security

Law Practice Management

Online Voting

Real Estate Property Management

Telemedicine

Trucking Software

Vertical-Specific

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Attendance Tracking

Cobek Software

large

KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Equipment Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

CMIT Solutions

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Redtail CRM

Financial Services CRM

Orion Advisor Tech

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Ebix SmartOffice

Ebix

IQProspects™

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Quest Analytics provides banking CRM Solutions for the financial services industry.  Quest provides software, consulting, and sales training to help banks grow.  Quest IQCRM Suite includes a modular CRM solution which allows a financial institution to try just one module or use the complete suite of tools.  The software solution is integrated with core banking solutions from Fiserv, Jack Henry, FIS and other core vendors.  

Quest Analytics

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Deployment Types	On-premise
Operating Systems	Windows
Mobile Application	Apple iOS, Android
Supported Countries	USA, UK
Supported Languages	English

IQProspects™

Overview

What is IQProspects™?

Leaving a review helps other professionals like you evaluate Financial Services CRM Systems

Pricing

IQProspects™

What is IQProspects™?

Entry-level set up fee?

Offerings

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Alternatives Pricing

Redtail CRM

What is Redtail CRM?

Ebix SmartOffice

What is Ebix SmartOffice?

Product Details

What is IQProspects™?

IQProspects™ Features

IQProspects™ Technical Details

Comparisons

Compare with

M2E Cloud

aPlus+ Attendance

KindLink

Alert Rental

AnChain.ai

The Org

CloudRange

CMIT Email Security

EventsWallet

PinPoint DMS

Reviews