“ResultsPDQ is a turnkey solution for LoansPQ and XpressAccounts users interested in driving deposit and loan growth, increasing customer and member wallet share and achieving faster loan conversion.”
San Antonio, Texas (PRWEB)
August 29, 2017
KIVA Group, a premier, omnichannel CEM/CRM software provider to banks and credit unions, unveiled today ResultsPDQ, a sales and service product for financial institutions using MeridianLink’s LoansPQ and XpressAccounts solutions. Seamlessly integrated with MeridianLink, ResultsPDQ provides a unified platform to manage pipelines and eliminate bottlenecks, boost staff productivity and achieve better analytics to close more accounts and loans, faster.
KIVA Group and MeridianLink, developer of the financial industry’s first multi-channel loan and new account origination platform, integrated KIVA Group’s Respect™ customer interaction applications with the LoansPQ and XpressAccounts software as an initial step in their partnership. ResultsPDQ represents the latest milestone in the companies’ shared mission to help community and regional financial institutions capture new sales opportunities and cultivate customer and member relationships through exceptional service.
“KIVA’s ResultsPDQ facilitates data access, retrieval and analysis, giving LoansPQ and XpressAccounts users not only comprehensive views of sales performance and service activities, but also the tools to take action to optimize results,” said Doug Glagola, vice president, enterprise solutions, MeridianLink. “KIVA and this new product are in lock step with MeridianLink’s strategy to continually create and deliver end-user value that helps clients reach new heights of efficiency and profitability.”
ResultsPDQ extends LoansPQ and XpressAccounts functionality, giving banks and credit unions the ability to:
Eliminate Pipeline Bottlenecks
- Queue management capabilities provide fast insight into current queue, historical queue and loan timeline to help organizations identify and resolve slowdowns and accelerate opportunities, as well as prevent customers and members from seeking alternative sources
- Integration provides up-to-date, actionable information and eliminates manual efforts to consolidate data from multiple MeridianLink reports