ARMING BANKERS WITH INSIGHT
Grow your book of business and increase customer satisfaction by using our 530+ industry reports and step-by-step approach to industry specialization.
WIN NEW CUSTOMERS
We’ve done the research for you. Provide timely, strategic insight specific to your prospect’s niche.
...AND RETAIN EXISTING ONES
Deliver value and deepen relationships by sharing the latest industry news and trends.
BOOST LOAN GROWTH
Identify lending opportunities and validate industry trends for the credit underwriting process.
EXPAND PRODUCT COVERAGE
Cross-sell opportunities are there for the taking, and we help you seize them.
MORE EFFECTIVE PROSPECTING
Save time on pre-call research.
Business owners are more likely to do business with a banker who demonstrates a knowledge of their industry and business challenges, rather than a banker who simply gives a generic product pitch. Our Industry Intelligence arms you with expertise that will move the dial.
- Dramatically cut down on research time. Review the Industry Profile for your prospect’s industry prior to your meeting to gain valuable expertise. If time is tight, read the five-minute Prep Sheet for top-line industry details.
- Elevate your conversation. Our industry-specific Call Prep Questions ensure your discussion is always focused and productive.
- Customize your pitch. Incorporate Industry Intelligence such as bank product usage, equipment purchasing examples, and working capital challenges to offer a more consultative approach to selling.
- Hone your prospecting efforts. Use Vertical IQ’s industry research tools to identify attractive niche industries to pursue.
NURTURE CLIENT RELATIONSHIPS
Provide more value to your clients.
Offer timely industry news articles and insights, along with financial benchmark data, to add value to client meetings and other communication touch-points.
- Boost credibility and rapport with your clients by sharing relevant industry news, trends, and potential risks, as well as financial comparisons and more — all found within the Industry Profile.
- Provide key insights into your client’s current business footprint and inform expansion planning by passing along Local Economies data.
- Our SalesKit offers industry-specific letters, presentations, graphics, and financial statistics that are easily shared and discussed to help drive in-depth, consultative conversations.
LENDING SIMPLIFICATION
Streamline the underwriting process.
Vertical IQ’s Industry Intelligence helps bankers identify and win new loan opportunities and supports lenders’ credit underwriting tasks.
- Use key industry and economic performance metrics to get a clearer view of the lending landscape.
- Our proprietary Industry Risk Rating takes into account financial risk, exit rates, industry performance during downturns, barriers to entry, and the industry outlook.
- The Financial Comparison Toolkit includes a custom analytics calculator, enabling you to compare key financial metrics to industry averages. Results can easily be downloaded for discussion with your client or prospect.
- Industry-specific credit underwriting-related considerations enable lenders to assess creditworthiness before extending a loan offer.
DEEPEN RELATIONSHIPS
Go beyond deposits and loans.
Vertical IQ provides content that helps bankers uncover and explore opportunities for cash management and other banking products.
- Review the Banking Solutions chapter to learn what products others in your client’s niche are utilizing.
- Use the latest valuation data to explore succession planning opportunities, as well as employee stock options.
- Consider industry trends and outlook data for potential wealth management engagement.
SEIZE YOUR COMPETITIVE ADVANTAGE
Put Vertical IQ’s Industry Intelligence to work for you.
Whether you’re in business, commercial, or retail banking — relationship management, wealth management, underwriting, or financial marketing — fuel bottom line-boosting results when you add Vertical IQ into your processes. Start winning more deals today.
