Grow Your Advisory Business with Industry Intelligence
Make The First Meeting Feel Like The Third
Thousands of accountants trust Vertical IQ to help them seal the deal and impress new clients by becoming business experts across industries. Our easy-to-digest industry insights help you:
Save time learning the nuances of your client's industry
Differentiate you from the competition
Build valuable, lasting relationships
Request a FreeIndustry Report!
How Does Vertical IQ Help Me?
Prep for prospect meetings by understanding your client’s industry
Offer financial comparisons and assess competitive best practices to help potential clients and win their business
Provide clients and prospects with intelligence on the industries they sell to
Validate industry trends and events for valuation, litigation support, audit, consulting, and other engagements
Offer strategic planning services, such as helping clients decide which new markets to enter
Build industry-specific campaigns, collateral, and content Improve your marketing with industry-specific insight and content
Benefits of Vertical IQ
BECOME YOUR CLIENTS' DE FACTO CFO
Your potential clients need strategic insight that goes beyond accounting guidance. Win their business by understanding their industry and business environment so that you become an indispensable team member.
Timely and Time-Saving Content
We’ve researched for you. Provide timely, strategic insight specific to your potential client’s industry without spending a lot of time on research.
Shareable Content
This is content clients and prospects want, so delight them by sharing it! Deliver financial comparisons and detailed local economic data, to differentiate yourself from the competition.
Support Your Recommendations
Validate industry trends for valuations, litigation support, audits, and more.
TESTIMONIALS
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli, First Vice President - North Regional Manager, Cambridge Savings Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.Lori Dufficy, Director of Sales and Service, Chelsea Groton Bank
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Get access to timely, and actionable intelligence that transforms you into a trusted advisor.
Our Individual Subscription will give you access to our Industry Intelligence so that you can provide your clients with tailored recommendations informed by the latest industry data, helping you be an invaluable asset to your clients.
