Microsoft PowerPoint - Credit Quest Brochure

Performance Insights has partnered with Umpqua Bank. Together they are launching Performance Navigator for Credit Quest Users. Performance Navigator for Credit Quest Users integrates all your sales systems into one seamless pipeline. Pipeline deals move from your CRM system to Credit Quest to LaserPro to your core processor – the four systems that automate your entire pipeline. Performance Navigator aggregates, syncs and reconciles data from all four systems and then publishes interactive pipeline reports, underwriting and credit reports, sales scorecards, executive dashboards, sales analytics and credit analytics in real-time or in a batch process. Performance Insights and Umpqua Bank have been working on the state-of-the art solution for two years. It is currently installed in Umpqua Bank’s SBA, leasing, small business, business, commercial and private banking groups. Together, they have developed custom data extracts, best practices, reports and analytics that are now available to all Credit Quest users around the world.

Made with FlippingBook flipbook maker