Our partnerships are one of the keys to our success.


Data from our content partners makes Vertical IQ’s Industry Intelligence even more robust and valuable.

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Using the Vertical IQ Data Access API, we seamlessly integrate our Industry Intelligence into key partners’ databases.

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We partner with a number of leading consulting firms on how best to use Industry Intelligence to improve institutional processes.

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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 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 www.inforum.umd.edu.

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’ 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.


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:

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: spglobal.com/commercial-prospecting.


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.


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.


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.


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 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.

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 http://www.3rdactsales.com


Do we have mutual customers? Could we add more value together? Let us know your thoughts on becoming a Vertical IQ partner.

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