Mobile IQ (Mobile CRM)

Mobile IQ (Mobile CRM)

Tag-Line: Increase visibility into your client’s Financial and Relationship Management structure.

Description: An intelligent, analytical, and easy to use ”Mobile App” CRM Solution designed for client-facing business relationship managers, and treasury management officers, and specific to the financial services industry. It offers insight in your clients, their structure, and their most immediate banking needs. Mobile IQ is a Next-Generation relationship management, financial diagnostic, and sales management solution created, and designed for the relationship team, and provides a financial digital blue-print of each client and the bank’s direct competition.

The Benefits


A Next Generation Mobile CRM solution customized for the financial services industry.


Complements your existing CRM by providing you the tools to capture, track and analyze new client and competitor data.


A Complementary Solution to your existing CRM, for Business Bankers, Relationship Managers and TM Consultants.


A Sophisticated Prospecting, Sales and Relationship Management Solution.


It provides insight into your clients, their structure, their needs and your direct competition.


A full-cycle Sales, and Financial Digital Transformation Solution made for the banking industry.


We help create a new “Ecosystem” of Client and Competitor Data never captured before.


An Advanced Sales and Client Analytics Solution made for the most critical roles and functions in banking today.


Get Started Today

Our objective is to build a cross functional, fully integrated platform with built-in intelligence, advanced analytics and interactive digital banking solutions for the financial services industry.

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