Quest Analytics and OpenSpan Partner to Simplify Bank Teller Desktops for Improved Sales and Referral Performance

Partnership Empowers Small and Medium Banks and Credit Unions with "One-Click" Up-Selling Capabilities

Pittsburgh, PA and Atlanta, GA – June 3, 2009 – Quest Analytics LLC, a leader in bank and credit union sales training and software productivity solutions, and OpenSpan Inc., a leader in desktop productivity solutions, today announced a partnership to streamline bank and credit union teller desktop environments to improve sales and referral performance.

"Financial institutions are challenged daily to find new, innovative ways to deepen the relationship with each customer," said Karl Keller, president and founder of Quest. "Until now, tellers didn't have a tool for quickly identifying customer specific referral opportunities at the teller window. Through our partnership with OpenSpan, Quest now offers solutions to enhance teller desktops by integrating marketing, sales, data quality checks and automated workflows directly with the bank's core systems. We are excited about delivering new automations to clients, simplifying their processes and improving sales performance throughout their business."

Mid-size and smaller banks and credit unions are recognizing the impact that the Quest Teller Referral Assistant TM can bring to their bottom lines. Developed using OpenSpan technology, the Quest Teller Referral Assistant provides one-touch cross-sales recommendations and data quality prompts, as well as customer profile data for each customer serviced in the core system. The solution integrates seamlessly with a teller's desktop and provides an exponential boost in an institution's sales performance.

"The OpenSpan Platform extends the power of the Quest Teller Referral Assistant to any existing banking applications," said Tom Leonard, executive vice president, worldwide sales, OpenSpan. "By automating the customer referral process on each teller's desktop, OpenSpan and Quest are helping smaller financial services institutions identify and present cross-selling opportunities during simple transactions. This enhances a teller's workflow, improving a bank or credit unions ability to generate new revenue streams from the frontlines of their business."

The partnership with OpenSpan enables Quest customers to simplify desktops throughout their institution. In addition, the new functionality allows institutions to embrace changes in their sales culture without impacting the ability to efficiently service customers.

About OpenSpan, Inc.
Global 2000 enterprises leverage the OpenSpan Platform to integrate applications, service-enable legacy systems, automate business processes, extend functionality and build new composite applications in order to realize immediate value on their IT investments. OpenSpan is now deployed on more than 100,000 enterprise desktops, helping customers accelerate service-oriented architecture (SOA) projects and increase enterprise desktop productivity. The OpenSpan Platform will support more than 1 billion customer support calls in 2009, saving organizations more than $100 million. A venture-backed company, OpenSpan is headquartered in Alpharetta, GA. More information about OpenSpan is located online atwww.openspan.com.

About Quest Analytics
Quest Analytics LLC is an innovative consulting and technology company enabling banks and credit unions to make informed sales and marketing decisions that drive profit. We help our customers thrive by implementing a comprehensive, customer-focused growth and retention practice. Through a unique blend of business consulting, experience and front-line coaching used in combination with automated software tools, we help our clients elevate excellent service to new levels of sales performance. Founded in 2001, Quest Analytics is a privately held company headquartered in Pittsburgh, Pennsylvania.

For more information, contact Karl Keller at (412) 347-0386 or visit
www.quest-analytics.com.

See archived press releases from OpenSpan below.

 


Previous Releases

2012 Releases

OpenSpan Achieves Record Results Q1 
-May 2, 2012

OpenSpan 5.2 Now Available 
-April 24, 2012

OpenSpan Expands European Operations 
March 7, 2012

OpenSpan Releases Results of Process Improvement Assessments 
January 31, 2012

OpenSpan Achieves Record Revenue in 2011 
January 24, 2012

OpenSpan to Acquire Triangle BPA 
January 5, 2012

2011 Releases

OpenSpan 5.1 
September 20, 2011

OpenSpan for Service Cloud Now Available 
August 31, 2011

OpenSpan Announces Partnership with IQT 
August 29, 2011

OpenSpan Receives 2010 Communications Solutions Product of the Year Award 
July 19, 2011

Enkata / OpenSpan Announce Partnership on Performance Management Solutions 
July 12, 2011

OpenSpan Enterprise Now Supports SAP NetWeaver® Business Client 
May 12, 2011

OpenSpan Introduces Support for Oracle Complex Event Processing 
March 10, 2011

OpenSpan to Present at IBM Lotusphere2011 
January 27, 2011

2010 Releases

OpenSpan Achieves Oracle Validated Integration with Oracle's Siebel CRM 
September 19, 2010

Über Operations announces Strategic Partnership with OpenSpan, Inc. 
August 31 2010

1st Touch Release 
August 05 2010

OpenSpan Announces Delivery of Release 4.5 
August 03 2010

2010 Releases (Continued)

New OpenSpan Plug-In for Visual Studio is now available via Developer Community, Launched at Microsoft Tech-Ed
June 07 2010

OpenSpan Selected as MIT Sloan CIO Symposium 
May 04 2010

OpenSpan Joins the Pega Exchange 
February 23 2010

TCIM Selects OpenSpan to Deliver High-Quality Customer Satisfaction 
February 09 2010

OpenSpan Unveils New Version of Windows Container for Lotus 
January 18 2010

2009 Releases

OpenSpan Joins Microsoft Visual Studio Industry Partner Program
October 20 2009

Helping Enterprises Reduce Operational Costs Pays Off for OpenSpan 
August 26 2009

OpenSpan Now Available on the AppExchange from Salesforce.com 
August 18 2009

TeleTech to Implement OpenSpan Software Platform to Increase Associate Productivity Levels Across the Globe 
August 13 2009

OpenSpan Streamlines Customer On-Boarding Processes 
August 11 2009

Stream Global Services and OpenSpan Partner to Improve Contact Center Performance 
June 30 2009

Quest Analytics and OpenSpan Partner to Simplify Bank Teller Desktops for Improved Sales and Referral Performance 
June 03 2009

OpenSpan Events Extends BI, BAM and BPM to the Desktop 
May 27 2009

OpenSpan Unveils New Message-Enablement Solution 
May 06 2009

OpenSpan Announces Rapid Automation Solution for SAP 
May 06 2009

Who Uses OpenSpan?


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