HOW WE HELP: BANKERS

Kick geography-based business banking to the curb

Grow your portfolio and increase customer satisfaction through our 400+ industry reports and step-by-step approach to industry specialization. Banks of all sizes leverage Vertical IQ to:

Win New Customers

Business owners are more likely to do business with a banker who demonstrates a knowledge of their industry and business challenges, rather than with one who simply gives a product pitch.

Retain Existing Customers

In addition to winning new accounts, Vertical IQ helps your bankers deepen relationships with existing customers by providing timely industry news articles and insights, along with financial benchmark data to add value to customer meetings and other touch-points.

Stimulate Loan Growth

Vertical IQ’s industry insight helps bankers identify and win new lending opportunities and supports your credit underwriting process.

Expand Product Coverage

Beyond deposits and loans, Vertical IQ provides content that helps bankers identify and uncover opportunities for cash management and other banking products.

Why Bankers of All Types Love Vertical IQ

Gain bottom-line results by implementing an affordable, consistent relationship management process where the bank’s growth is fueled by loans, core deposits, and well-underwritten loans.

Business and Commercial Banking

Develop call plans that enable you to become an industry insider and financial specialist.

Retail Banking

Quickly gain confidence in the world of B2B calling while juggling everything else in the branch environment.

Credit Underwriting

Gain a thorough understanding of the credit risks inherent in an industry.

Marketing

Develop industry-specific campaigns that speak directly to the business owner.

Wealth Management

Understand and care about their industry and business challenges, because that’s what affluent customers expect.

79% OF BUSINESS BUYERS OF BANKING PRODUCTS SAY IT’S CRITICAL THAT A SALESPERSON UNDERSTAND THEIR SPECIFIC BUSINESS NEEDS.*

*Barlow Research Associates

DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — request your FREE demo.

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