A WINNING COMBINATION
Our partnerships are one of the keys to our success.
DATA & INTEGRATION
Data Integration Partners bring the most current and accurate industry and economic insights into the right environment at the right time to make Vertical IQ's Industry Intelligence even more robust and valuable.
GROWTH & TECHNOLOGY
Growth Partners are highly successful solution or technology providers with the ability to make revenue commitments and investments in people and processes to expedite a path to a new market and sell and deliver the Vertical IQ platform.
ADVISORY & EDUCATION
Advisory Partners provide industry-leading expertise, training, and services to demonstrate and model best practices on how to use Vertical IQ's Industry Intelligence to improve institutional processes.
Meet Our Partners
GET MORE ROBUST CONTENT
Growth & Technology Partners
We are proud to partner with the following companies to bring you the most current and accurate industry and economic insights:
360 View
360 View is the CRM platform developed for banks and credit unions, offering the best 360-degree view of your customer, empowering you to make smarter decisions and grow your relationships. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-sell opportunities, and track goal and incentive programs. Through comprehensive customer profiles, real-time reporting, marketing automation, and data-driven insights 360 View empowers growth for your organization. The customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more. To put it simply, the platform allows you to provide richer relational experiences that are personalized to every customer’s unique needs. 360 view was developed by bankers for bankers and has been serving the financial industry for over 20 years. Learn more at 360 View.
Abrigo
Abrigo is a leading provider of credit risk, lending, and asset/liability management solutions and services that help financial institutions thrive. Abrigo accelerates growth, increases client efficiency, and improves customer experience with an easy-to-use and expansive platform. We ensure customer success with our award-winning client service team, advisory expertise, and innovation technology. With a network of 2,400+ Financial Institutions, Abrigo offers unique opportunities for insightful peer benchmarks and best practices. Visit Abrigo to learn more.
Bigtincan
Bigtincan is helping the world’s leading brands facilitate the buying experience of the future. Everything we offer is designed to be smart, flexible, and easily adapted to unique business processes with highly personalized experiences that people and brands love. We’re on a mission to help companies deliver branded buying experiences that are engaging, personalized, provide value and guide people to the best decisions with confidence. Innovative companies like Nike, AT&T, Prudential, Merck, Starwood Hotels, Winnebago and Clorox trust Bigtincan to enable customer-facing teams to intelligently prepare, engage, measure and continually improve the buying experience for their customers. For more information about Bigtincan ASX BTH, visit: Bigtincan or follow @bigtincan on Twitter.
Business Valuation Resources (BVR)
Business Valuation Resources (BVR) has been at the center of the business valuation profession since nearly the beginning. BVR is proud to provide essential resources including authoritative deal and market data, news, and research, and training by thought leaders to meet increasingly rigorous regulatory, legal, audit, and client demands.
BVR’s flagship product, DealStats boasts the most complete financials with up to 202 data points on acquired companies in both the private and public sectors. Every transaction comparable is rigorously reviewed by BVR’s team of financial analysts. DealStats is used in each Vertical IQ report to provide transaction multiples for companies in the given industry. These multiples allow you to benchmark the value, or potential selling price, of the company you are assessing based on the firm’s industry.
Every informed stakeholder in business valuation, performance benchmarking, or risk assessment turns to BVR for business valuation intelligence. Visit Business Valuation Resources to learn more.
Core 10
Core10, a leading U.S.-based provider of banking and lending products and financial technology services, focuses on being trusted, easy button for naking innovation and transformation. The company offers a range of solutions, including Mesh, a middleware layer that connects a bank’s technology partners to its core, streamlining operations. Furthermore, Core10 provides Accrue, an omnichannel digitial lending and deposit account opening solution. In addition to these offerings, Core10 extends its expertise through professional services, which encompass custom API and software product development. Learn more about Core10.
Demandbase
Demandbase helps B2B companies hit their revenue goals using fewer resources. How? By using the power of AI to identify and engage the accounts and buying groups most likely to purchase. We combine your sales and marketing data with our validated B2B data to create what we call Account Intelligence. Better data makes better AI. That’s Smarter GTM™. Find us at demandbase.com.
Groove
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.
Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S since 2020. To learn more visit Groove.
Introhive
Introhive is an award-winning software company that helps sales-focused B2B enterprises become more client intelligent. Introhive’s customer intelligence platform captures and delivers trustworthy customer data automatically in CRM to surface relationship insights and actionable intelligence to revenue teams where and when they need it, in order to find, win, and grow customer accounts. Introhive has offices in the US, Canada, and UK, supporting hundreds of thousands of users in over 90 countries around the world. Learn more at introhive.com.
Lendovative
Lendovative Technologies connects financial institutions to business clients early in their life cycle, helping to gain market share, grow loans, and reduce credit risk. Through its BB-360TM platform, lenders can easily track collateral values on revolving lines while checking all the boxes of the OCC’s recommended guidelines. BB-160TM helps financial institutions organize, automate, archive, and standardize borrowing base loans. Lendovative is also a proud partner of Vertical IQ, helping arm lenders with key industry intelligence. Learn more at Lendovative.
Lumos
Lumos transforms complex data into actionable insights and provides advisory services to power small business lending. Backed by expert financial literacy, Lumos provides financial institutions with standardized and automated metrics, powerful decisioning models, and efficient processes with rich, curated data and decades of financial institution literacy at the heart of it all. To learn more about Lumos, visit Lumos Data.
PrimeGlobal
PrimeGlobal is an award-winning association of independent accounting and business advisory firms, comprised of over 300 highly successful independent member firms in over 100 countries. PrimeGlobal’s purpose is to enrich member firms through facilitating connections that create trusted relationships, learning, promote business opportunities, firm development, and growth. Learn more about PrimeGlobal now.
Salesvue
Salesvue is a sales engagement partner uniquely designed for financial services organizations. Their Salesforce Native platform helps sellers engage with their prospects and clients more efficiently all inside of Salesforce.com. Salesvue enhances the investment made into Salesforce and compliance and IT prefers Salesvue because their native solution keeps everything inside of Salesforce. Learn more about Salesvue.
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 about 3rd Act Sales Consulting.
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 50% of the top 50 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 (>$1 mm revenues), data quality (e.g. accurate contact details for financial decision makers) and time-saving workflow integration (20 data partners integrated into RelPRo, including UCC, CRE, 9900 & 5500 filings; & PPP & SBA loans, and more) that our clients find so valuable. To learn more, visit the RelPro website, and learn more about the Vertical IQ-RelPro partnership.
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: S&P Global.
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 Quest Analytics.
Seismic
Seismic is the global leader in the enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,000 organizations around the globe trust Seismic for their enablement needs. Seismic. Learn more about the Vertical IQ-Seismic partnership.
STREAMLINING ACCESS TO INSIGHTS
Data & 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:
6sense
6sense revolutionizes how B2B organizations create revenue by predicting customers most likely to buy and recommending the best course of action to engage anonymous buying teams. 6sense Revenue AI is the only sales and marketing platform to unlock the ability to create, manage and convert high0quality pipeline to revenue. Learn more at 6sense.
Barlow Research Associates, Inc.
Since 1980, Barlow Research has delivered strategic insights derived from the voice of small businesses and middle market companies. We’re committed to no only finding the smart answers to the right questions, but also helping our clients effectively apply those insights in a way that yields real bottom-line results. Barlow Research Associates.
Inforum
Inforum is an economic research organization which has been building economic models and employing input-output techniques for over 50 years. Inforum’s mission is to improve 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 Inforum.
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 about Local Market Monitor.
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 about Powerlytics.
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. Risk Management Association.
OBJECTIVE INFORMATION YOU CAN TRUST
Advisory & Education 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 about BTI Growth Advisors.
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 about Clarity Advantage.
Corporate Finance Institute
Corporate Finance Institute (CFI) is the practical learning and development resource for finance and banking professionals at every level, giving them real-world skills and tools they need to excel in today’s ever-changing corporate finance world. Built for individuals or entire teams, CFI delivers the hands-on experience pros need to get ahead. With comprehensive courses, powerful productivity tools, and time-saving resources, finance professionals can find the fastest path to progress in their careers. For more information, please visit Corporate Finance Institute.
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 about Credit Training, Inc.
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 about MZ Bierly Consulting.
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.