Vertical IQ

The only industry call prep tool designed by bankers for bankers.

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Screenshots of Vertical IQ

Used and Trusted By:

Win More Business Relationships

  • Anticipate prospect pain points
  • Link solutions to business needs
  • Gain a competitive edge through industry knowledge

Help Your Customers

  • Uncover innovative solutions for customer needs
  • Recognize and mitigate credit concerns
  • Provide unique insights that surprise customers

Target Your Marketing Efforts

  • Pinpoint industries that help your bank grow
  • Develop an "industry insider" reputation
  • Leverage industry content in marketing efforts
Susan Parent, Senior Vice President, First Citizens Bank
With the spectrum of businesses we serve, our calling officers range from branch generalists to seasoned commercial loan officers. Vertical IQ is versatile enough to provide cash cycle and product usage insights for less experienced officers, as well as detailed advice on financing needs, credit risks and industry challenges for commercial credit analysis.

Contact Us

Vertical IQ is available as a subscription service for banks and their employees. If your bank is a Vertical IQ customer and you need to register to access the site, fill out the info below and we will send you registration instructions. If your bank is not yet a customer, fill out the info below to learn more about Vertical IQ.

919 787-4600
601 Saint Mary's Street
Raleigh, NC 27605-1703