Customers 2017-05-30T21:28:40+00:00

What Our Customers Are Saying


“Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics – we’re more effective in the field which equates to greater mutual success.”

Lori Dufficy
Senior Vice President
Director of Sales & Service
Chelsea Groton Bank


“Our bankers who access and use the information from Vertical IQ have greater levels of confidence when visiting prospects as they now have targeted questions, with potential responses, as they carry on meaningful discovery conversations.”

Quentin Byrd
Senior Vice President
BBVA Compass


“Our bank uses Vertical IQ as an integral part of our calling process. We train our business bankers on the importance of asking the right questions to become interesting to new potential clients. The only way to do that is by using Vertical IQ for pre-call planning.”

Kim Asby
Cash Management Consultant/Vice President
First South Bank


“Vertical IQ’s Call Prep Sheets and mobile app are great for our busy lenders. The Quarterly Emails make it easy to keep up with news and trends in our most sought-after industries. It’s a wealth of useful information that gives us credibility with our customers and prospects and helps us to deepen our relationships.”

Sarah Laupp
AVP, Strategic Initiatives Officer
Landmark Bank


“Vertical IQ helps bankers know what’s going on in the local economy which adds value to conversations with business owners.”

Jim Tyrrell
Senior Vice President
Director of Commercial Banking
Beneficial Bank


“Vertical IQ helps to bridge the gap between a banker’s financial knowledge and their customers’ business issues, making it easy to learn about cash flow, working capital and banking solutions. It aids in effective outreach, efficient call planning and networking, to enrich conversations and add value to relationships.”

Guy Johnston
Retail Sales Manager
City National 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.”

Susan Parent
Senior Vice President
First Citizens Bank


“The industry information Vertical IQ provides is invaluable. It’s sufficiently detailed to allow our teams to converse intelligently with business owners about pertinent issues and to point us in the direction of suitable solutions. We wouldn’t dream of making a sales call without first consulting Vertical IQ.”

Donna L. Flynn
CCM, First Vice President
Liberty Bank


“Since we implemented Vertical IQ, the quality of our conversations with clients has increased and they have responded positively to our knowledge of their business.”

Mike Dillon
Director of Small Business Sales and Service
BMO Harris Bank


“Generic industry tools just don’t provide the detailed insight that bankers need to be effective, such as the frequency of use of various bank products in each industry. Vertical IQ, does.”

Steve Jones
Chief Banking Officer
Yadkin Bank


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