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Real Estate Solutions

Industry Focus Solutions

Solutions to Better Serve your Needs

ITQwest financial, insurance and real estate On Demand solutions provides the customer relationship functionality, business processes and multi-dimensional reporting needed by wealth management, brokerage, insurance and retail banking professionals. Key capabilities which separate ITQwest financial, insurance and real estate On Demand solutions include portfolio management, suggestive selling automation (up-selling and cross selling), line of business referral automation and financial services product portfolios. The end result is a pre-built industry specific solution capable of faster implementation, less customization and greater user adoption.

Benefits of Financial, Insurance and Real Estate Service Solutions

ITQwest financial, insurance and real estate On Demand solutions helps commercial and retail banks, investment bankers, asset managers, insurance companies manage and automate front to back office processes so that staff are freed to focus on core activities such as increasing customer share, growing assets under management, creating wealth, ensuring regulatory compliance and expanding customer relationships.

ITQwest financial, insurance and real estate On Demand solutions delivers a pre-built industry specific On Demand solution to achieve key competitive advantages:

  • Make use of a 360 degree holistic customer view at every customer touch point to identify renewal processing, complimentary solutions, financial product promotions, cross-selling and up-selling opportunities, and other value added recommendations.
  • Integrate better customer and household information with line of business financial products and customer portfolios in order to succeed in converting more referrals, growing customer share and increasing customer longevity.
  • Leverage proven selling methodologies, systemic sales processes and a searchable library of best practices to increase sales conversion rates, sales person quota achievement and predictable revenue growth.

Learn more about ITQwest financial, insurance and real estate solutions, contact us.