A WINNING COMBINATION
Our partnerships are one of the keys to our success.
CONTENT PARTNERS
Data from our content partners makes Vertical IQ’s Industry Intelligence even more robust and valuable.
INTEGRATION PARTNERS
Using the Vertical IQ Data Access API, we seamlessly integrate our Industry Intelligence into key partners’ databases.
OTHER PARTNERS
We partner with a number of leading consulting firms on how best to use Industry Intelligence to improve institutional processes.
GET MORE ROBUST CONTENT
Content Partners
We are proud to partner with the following companies to bring you the most current and accurate industry and economic insights:
Barlow Research Associates, Inc.
We license Barlow Research’s survey data on usage of banking products by small businesses to give users insight into how frequently specific products are used within each industry. Barlow Research Associates, Inc., founded in 1980, provides research and consulting services to the banking industry in the U.S. and overseas with specialties in custom research, strategic consulting, and syndicated research programs for small business, middle market, and business internet banking. Learn more at www.barlowresearch.com.
Inforum
Inforum is a research center of the Economics Department at the University of Maryland. Since its founding in 1967, Inforum has been dedicated to improving business planning, government policy analysis, and the general understanding of the economic environment. Inforum provides forecasts of
sales growth over the next five years for each industry to help users identify opportunities and risks. These forecasts are based on the Inforum interindustry economic models of the U.S. economy. Learn more at https://inforumecon.com/economic-models/.
Local Market Monitor, Inc.
Local Market Monitor is the leader in residential market analysis and forecasting for banks and investors. We use Local Market Monitor’s insight into local economies and real estate markets to help you have better conversations with business owners. Local Market Monitor’s tools help with decision-making that involves home equity loans, mortgages, and HELOCs by providing tools for stress testing and compliance reporting. Learn more at www.LocalMarketMonitor.com.
Powerlytics
Powerlytics’ market intelligence platform provides the most comprehensive, accurate, and granular consumer and business financial data available, underpinned by data derived from tax returns, as well as data from the U.S. Census and the Department of Labor. Powerlytics delivers trusted, actionable financial intelligence to manage risk and locate growth opportunities for clients’ businesses. Their unmatched financial data and cutting-edge technology provide vital economic marketing research, as well as benchmark and market-sizing information to shape business and investment strategies that deliver the results you want. Learn more at www.powerlytics.com.
The Risk Management Association
Founded in 1914, The Risk Management Association is a not-for-profit, member-driven professional association whose sole purpose is to advance the use of sound risk management principles in the financial services industry. RMA promotes an enterprise approach to risk management that focuses on credit risk, market risk, and operational risk. Headquartered in Philadelphia, Pennsylvania, RMA has 1,900 institutional members that include banks of all sizes as well as nonbank financial institutions. They are represented in the Association by 35,000 individuals located throughout North America, Europe, Australia, and Asia/Pacific. www.rmahq.org
STREAMLINING ACCESS TO INSIGHTS
Integration Partners
In some cases, our Industry Intelligence complements the insights found on other platforms. With Vertical IQ’s Data Access application programming interface (API), we make it easy to seamlessly integrate our content into relevant partners’ systems, such as:
Groove
Groove is the leading sales engagement platform for enterprises using Salesforce. Built for relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to grow their business. Groove’s Salesforce-native architecture provides the most advanced activity capture in the industry, resulting in more accurate reporting, lowered compliance risk, and streamlined administration.
Groove’s Vertical IQ integration enables reps to access Vertical IQ’s vast industry intelligence data directly from the inbox or wherever they’re working. Learn more: www.groove.co/verticaliq.
InsideView
InsideView helps businesses drive rapid revenue growth by empowering business leaders to discover new markets, target and engage the right buyers, and manage customer data quality. Our AI-based B2B data and intelligence platform delivers the industry’s most relevant and reliable buyer signals and, combined with InsideView’s data expertise and best-in-class customer support, is trusted by the world’s best performing companies. For more information, visit InsideView at www.InsideView.com, twitter, or read the InsideView blog.
Quest Analytics
Quest Analytics is a financial services technology and training company specializing in helping community banks and credit unions grow quickly and profitably. Quest Analytics provides a modular banking CRM solution helping bankers grow and retain customers for a lifetime. As an industry leader in banking CRM, the IQCRM Suite provides automated tools, data mining sales leads and time saving workflow to help bankers be more productive. For more information, visit us at www.quest-
RelPro
RelPro is a Business Development & Relationship Management solution for professionals in Financial Services and Professional Services, particularly those targeting Small and Mid-Market companies. RelPro is used at half of the top 20 US Banks, leading Advisory firms, and many regional / community banks in their Business Banking, Commercial Banking and Wealth Management businesses. It’s RelPro’s coverage of SMB’s (7 million companies, 150 million business decision-makers), data quality (e.g. accurate contact details) and time-saving workflow integration (17 data partners integrated into RelPro, including UCC & PPP loan data) that our clients find so valuable.
- When users are in the RelPro platform and find a target company, they can get Vertical IQ industry content directly within the RelPro application. Specifically, they can surface content from Vertical IQ’s Industry Overview, Trends & Industry News, Competition and Call Preparation. They also can dive deeper, through a link to the comprehensive Industry Profile in Vertical IQ.
- Similarly, if a user is using Vertical IQ, there will be a link within each Industry Profile’s “Dashboard” that takes the user directly into RelPro to identify and research the companies/contacts within that specific industry.
To learn more about RelPro, visit their website www.relpro.com, Learn more about the Vertical IQ-RelPro partnership.
The Risk Management Association
Founded in 1914, The Risk Management Association is a not-for-profit, member-driven professional association whose sole purpose is to advance the use of sound risk management principles in the financial services industry. RMA promotes an enterprise approach to risk management that focuses on credit risk, market risk, and operational risk. Headquartered in Philadelphia, Pennsylvania, RMA has 1,900 institutional members that include banks of all sizes as well as nonbank financial institutions. They are represented in the Association by 35,000 individuals located throughout North America, Europe, Australia, and Asia/Pacific. www.rmahq.org
S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help financial institutions track performance, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Banks and credit unions around the world use this essential intelligence to make business and financial decisions with conviction. Learn more: www.spglobal.com/commercial-prospecting.
Seismic
Seismic is the industry-leading sales enablement and marketing orchestration solution, aligning go-to-market teams while empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling PlatformTM delivers innovative capabilities for marketers to orchestrate content delivery across all channels, and for sellers to engage with prospective buyers in a compelling, resonant manner at every step of the buyer journey. www.seismic.com. Learn more about the Vertical IQ-Seismic partnership.
OBJECTIVE INFORMATION YOU CAN TRUST
Other Vertical IQ Partners
BTI Growth Advisors
BTI Growth Advisors directs and guides the actions of executive and middle management through the process of evolving, honing, and growing themselves and their organizations. BTI’s Sales Honing Academy helps regional, business, and community banks identify and implement the right strategic changes needed to take their bank to the next level. The principals and consultants of BTI provide a unique process and framework for increasing enterprise and shareholder value through aligning a bank’s culture, strengthening the leadership, and through the fine-tuning of a bank’s business banking and C&I lending functions. Learn more at www.btigrowthadvisors.com.
Clarity Advantage, Inc.
Clarity Advantage has incorporated Vertical IQ content into its sales training courses for business bankers. Clarity accelerates bank sales to small and medium enterprises through consulting, training, coaching, communication, and content marketing services that generate more profitable relationships — faster. Learn more at www.clarityadvantage.com.
Corporate Finance Institute
Founded in 2016, CFI is the leading global online finance training platform. The company is on a mission to help anyone become a world-class financial analyst. What began as individual courses has expanded into a series of proprietary certification programs, including the Financial Modeling & Valuation Analyst (FMVA)®, the Commercial Banking & Credit Analyst (CBCA)™, the Capital Markets & Securities Analyst (CMSA)®, and the Business Intelligence & Data Analyst (BIDA)™. CFI has helped more than one million students across 200 countries and territories acquire the skills and certifications they need to pursue meaningful career growth in finance and banking. The company’s state-of-the-art learning platform allows individuals and businesses to quickly develop their accounting, finance, data analysis, and related skills, as they move through learning paths to become world-class financial analysts. CFI’s website attracts over seven million unique monthly visitors. For more information, please visit https://corporatefinanceinstitute.com
Credit Training, Inc.
David Nicholson, the founder and primary instructor for Credit Training, Inc., has been training banking analysts for 15 years. He teaches young professionals the skills needed to run and lead the banking industry, both now and in the future. Credit Training, Inc. is working to build a bench of strong analysts who are prepared to manage large, complex portfolios. Learn more at www.credittraininginc.com.
MZ Bierly Consulting, Inc.
MZ Bierly Consulting, Inc. helps bankers build relationships with business owners and professionals to increase loans, deposits, and fees. We work with bank sales leaders to improve the consistency of their messaging, change the behaviors of their sales teams, and address infrastructure issues that impact top-line results. Learn more at www.mzbierlyconsulting.com.
St. Meyer & Hubbard
St. Meyer & Hubbard has developed a one-day playbook, “Using Vertical IQ Strategically.” This workshop helps users better understand how to prepare for calls, how to execute calls and how to follow up with value using Vertical IQ as the lynchpin. St. Meyer & Hubbard creates measurable and sustainable Performance Cultures for banks and credit unions through customized training for sales teams and managers. Led by the industry’s most dynamic classroom instructors, St. Meyer & Hubbard has earned a strong reputation for delivering practical skills for prospecting, relationship development and coaching around the concept of Trust-Based Selling and Resource Management. The process is anchored by the industry’s most unique measurement system, My Performance Navigator. Learn more at www.smandh.com.
Third Act Sales Consulting
Third Act Sales Consulting focuses on sales leadership, business development, talent assessment, and hiring and onboarding commercial and business bankers. We’re transformational consultants focused on the development of people, processes and cultures in banks. Learn more at www.3rdactsales.com