A WINNING COMBINATION
Our partnerships are one of the keys to our success.
ADVISORY
Advisory Partners provide industry-leading expertise or services on how to best use Vertical IQ's Industry Intelligence to improve institutional processes.
DATA
Data Partners bring the most current and accurate industry and economic insights to make Vertical IQ's Industry Intelligence even more robust and valuable.
INTEGRATION
Integration Partners offer complementary software, point solutions, or use the Vertical IQ Data Access API to extend the Vertical IQ platform.
Meet Our Partners
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Data Partners
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 not 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.
Equifax
At Equifax, we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. In the small business marketplace, Equifax Commercial delivers advanced data, analytics, and cloud technology tailored to our customers’ needs. By combining commercial and consumer insights, we empower you to confidently evaluate credit risk, mitigate fraud, target growth opportunities, and make critical decisions that safely move business forward. Learn more at Equifax.
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.
ProSight Financial Association
ProSight Financial Association empowers financial services leaders to act with confidence to strengthen and advance the industry. ProSight was formed through the merger of BAI and RMA, both trusted organizations with rich histories and deep expertise in risk, compliance, fraud, and retail and commercial banking. ProSight supports leaders during times of great change, providing insights, tools, and analytics leading to new opportunities for growth. Our work creates positive ripple effects throughout organizations and the industry, ultimately helping consumers, businesses, and communities thrive. Learn more about ProSight.
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:
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.
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 212 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.
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.
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.
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.
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.
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.
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.
OBJECTIVE INFORMATION YOU CAN TRUST
Advisory Partners
Aprio
Aprio Alliance is a professional community designed to support small and mid-sized accounting and CPA firms with the resources, insights, and connections they need to grow. Formed through the integration of Aprio Firm Alliance and Aprio Professional Services+, Aprio Alliance brings together nearly 100 independent firms across the U.S. and Canada. Backed by Aprio, the 24th largest business advisory and accounting firm in the U.S., members gain access to strategic collaboration, advisory support, technical and non-technical CPE, benchmarking tools, and a members-only portal that streamlines operations and accelerates growth. Aprio Alliance is built to meet the needs of collaborative and growth-oriented firms at every stage. With a shared commitment to transformation, Aprio Alliance is how bold firms build tomorrow – together. Learn more about Aprio.
CBV Institute
CBV Institute is a not-for-profit accreditation body and professional oversight organization leading the Chartered Business Valuator profession, Canada’s only designation dedicated to business valuation since 1971.
CBV Institute takes pride in its rigorous training and accreditation standards. With 4,000 members and registered students across Canada and around the world, the Institute is dedicated to advancing the profession in the public interest and upholding the highest standards of business valuation practice through education, accreditation and governance.
Learn more about CBV Institute.
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.
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.
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.
Transworld Business Advisors
Transworld Business Advisors is the world leader in the marketing and sales of businesses, mergers and acquisitions, and franchises. Whether you represent an acquisition-minded corporation or are personally interested in owning your own company or new franchise, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together. Learn more about Transworld Business Advisors.