Advisors have many tools in their toolbox, but there is perhaps one that stands out above the rest: versatility. Like a much-loved Swiss Army knife, advisors have the adaptability to work with any industry, but that also means they need to be ready for anything. That’s where Industry Intelligence from Vertical IQ comes in.
With just the right mix of data and insights, Vertical IQ’s Industry Intelligence helps you skip the endless hours of research and dive straight into what you do best: advising. Whether you need a quick industry summary (hello, Dashboard!), want to charm business owners by speaking their language (thank you, Industry Terms!), or are ready to impress with deep-dive insights (enter the Industry Profile), Vertical IQ makes sure you’re always prepared and ready to win new business and nurture existing clients.
Financial Benchmarking & Business Valuation: The insightful data advisors need
Let’s talk numbers. Vertical IQ’s Financial Benchmarks are like a crystal ball, giving you three years of comparative data to help you see where a company stacks up against national industry averages. You can even filter by sales size to get a precise match. And with our “export to Excel” feature, you can easily download everything you need in seconds.
By analyzing financial performance and valuations, you can uncover a company’s strengths and weaknesses, giving you the edge when advising business owners on how to fully maximize their – ROI, especially if they’re thinking about selling.
Credit and Risk Brief: Your go-to for big decisions
Navigating the lending landscape can be tricky, but with Vertical IQ’s Credit and Risk Brief, you’ve got the insightful resource needed to provide sage guidance. Whether a business owner is hunting for capital or gearing up to buy or sell, this content helps you understand what underwriters will scrutinize and offers strategies to mitigate potential industry and company risks.
Call Prep Questions: Showcase your industry expertise to get them talking
In the world of advising, asking the right questions can make or break a conversation. That’s why Vertical IQ’s Call Prep Questions may just become your new best friend. These thoughtfully crafted questions show business owners that you know about their industry and are ready to listen — really listen — in order to provide them with tailored solutions.
No more generic questions or scrambling to think of what to ask next; industry-focused Call Prep Questions keep the conversation flowing smoothly, letting you focus on what matters most: your client.
Contact Strategy: Stay top of mind
Staying top of mind is all about good timing and relevant content. With Vertical IQ, you’ve got both covered.
Share timely industry-specific news articles or recent developments from the Current Conditions chapter to spark meaningful conversations. This not only shows that you’re on the ball but also that you’re invested in your client’s success. And when you hand over a printed Industry Profile or share the latest research data, you’re not just providing information — you’re building lasting relationships (and credibility) with fact-based insights that help you stand out from your competition.
Localized Data: Target with precision
When it comes to understanding an industry, location matters. Vertical IQ’s Local Economic reports and Local Industry Data allow you to zone in on specific industries within a particular geography. Whether it’s analyzing a specific area’s number of businesses in a particular industry, wage trends, or population growth, this data gives you the upper hand in advising clients on which businesses to pursue, where business growth may be desirable, or where they may want to tap the brakes on expansion. It’s like having a GPS that leads straight to your next big opportunity.
Adapt to survive thrive
Like that Swiss Army knife, a good advisor has the versatility to address any business owner’s needs. A winery? Here’s a corkscrew. A paper manufacturer? A pair of tiny scissors should do the trick. A butcher? One little cut at a time. A lumber distributor? May I offer you the world’s smallest saw?
And when you add Vertical IQ to your advisors’ toolkit, they’ll have access to the actionable, convenient, focused Industry Intelligence they need to win, grow, and retain more business, providing tailored advisory solutions to nearly any industry.
Ready to get started? Contact us today to learn more!