real estate concept, property value diagram, hands typing on computer as background, buy a house

Fannie Mae Survey: Ingo Winzer’s Award-Winning Forecasts

At Vertical IQ, we are proud to celebrate the accomplishments of Vertical IQ’s…


Cover page of the book,

Book Review: Carlos Evans’ Ally of the Entrepreneur

If you’re in any way connected to commercial or business banking, I highly…


Onboarding and Training That Will Knock Your Socks Off!

Happy National Sock Day to those who celebrate! That’s right: Just as there is…


Prepare, Don’t Predict: Barlow’s Business Banking Conference

So, what’s going on in the economic world right now? Oh, just a little bit of…


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Gameday Economic Play-by-Play: Texans vs. Cowboys

Our Monday Night Football-inspired Gameday Economic Play-by-Play blog series taps…


The Ultimate Guide for Winning Clients and Delivering Value eBook cover helping boost credibility

Winning Clients, Delivering Value, Part 2: Be the Business Asset They’ve Been Looking For

The “Winning Clients, Delivering Value” blog series is based on Vertical IQ’s…


Quarterly Reliance score reports - Vertical IQ and Lendovative working together to provide AR and Inventory Reliance Score Reports

4th Quarter Reports on Accounts Receivable and Inventory Reliance

Lendovative Technologies and Vertical IQ have released the AR and Inventory…


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Old Schoolers vs. Newcomers: Why Both Can Benefit from Vertical IQ

You’ve probably heard the saying, “You can’t teach an old dog new tricks.” The idea…


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Gameday Economic Play-by-Play: Giants vs. Steelers

As an homage to Monday Night Football, Vertical IQ continues its Gameday Economic…


The inside of the Datos Insights Conference, a large colorful screen with the conference title on it while people observe someone presenting.

Gleaning Insight at Datos’ Commercial and Small Business Banking Forum

When it comes to learning about the rapidly evolving banking and payments market,…


3 Vertical IQ employees stand in front of a bright blue background, smiling and excited to be at this banking conference.

Lights, Trust, Action! Insights from the Small Biz Banking Conference

They say everyone should experience the vibrant energy of Las Vegas at least once.…


The Ultimate Guide for Winning Clients and Delivering Value eBook cover helping boost credibility

Winning Clients, Delivering Value, Part 1: Boost Credibility While Saving Time

The “Winning Clients, Delivering Value” blog series is based on our latest free…


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How Vertical IQ Empowers Insurance Professionals

In today’s competitive insurance landscape, it’s no longer just about selling…


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Vertical IQ & Lumos Data Empowers Lenders with Insights

Harnessing the Power of Industry Intelligence and SBA Performance Data In…


Kansas City vs New Orleans Saints

Gameday Economic Play-by-Play: Saints vs. Chiefs

Duh-duh-duh-duuuuh….bum-bum…bum-bum! That’s right, it’s Monday Night Football…


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Getting Down to (Small) Business: Recapping the ASBDC and AWBC Conferences

Jerry Greenfield, Co-founder of my favorite treat, Ben & Jerry’s, once said:…


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“Talk the Talk & Walk the Walk” at American Banker Small Biz Conference!

As Elvis Presley once sang, “Viva Las Vegas”! The Vertical IQ team is packing their…


Mam and woman standing side by side at CVBBA conference at the Vertical IQ booth

Empowering the Brokers of Tomorrow: Insights from the CVBBA Annual Conference

The leaves are changing, the air is cooling, and the fall conference season is in…


Know What the Experts Know With Industry Specialization

More and more organizations — such as accounting and insurance firms, business…


Prospect Smarter, Not Harder with Industry Intelligence

Technology is supposed to make our lives easier, but as many of us in sales know,…


Setting Credit Unions Up for Success

Credit unions’ relationship managers and lenders frequently run into their members…


Transforming Lending with Industry Intelligence

Vertical IQ has a longstanding relationship with the North Carolina Bankers…


Accounting for What We Learned at Allinial Global’s Firm Success Conference

Oh, if we could count the ways that we love accounting… While you likely won’t find…


Quarterly Reliance score reports - Vertical IQ and Lendovative working together to provide AR and Inventory Reliance Score Reports

Q3 Reports on Accounts Receivable and Inventory Reliance

Vertical IQ and Lendovative Technologies have now released the AR and Inventory…


The Swiss Army Knife of Advisory Success

Advisors have many tools in their toolbox, but there is perhaps one that stands out…


Business men shaking hands

Mid-Sized Banks Using Industry Intelligence for Success

In a recent case study, we shared how a mid-sized bank has seen more success since…


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Summer Road Trip Series: Tapping Into Nature’s Beauty and Resources

This summer, members of the Vertical IQ team are hitting the road for lots of fun…


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The Olympics and Sales Calls Are All About Preparation

The nation has been clamoring with excitement watching the Olympic Games in Paris…


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Summer Road Trip Series: Capturing the Full Picture

This summer, members of the Vertical IQ team are hitting the road for lots of fun…


Unlock Sales Readiness Highlight: Michelle Carpenter, Dart Bank

In our recent ebook, Unlock Sales Readiness: Advice from the Experts, Banking…


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Achieving Work-Life Balance with the Right Tech Tools

Who among us couldn’t use a little more balance between our business and personal…


A family of four standing in front of the Montana mountains and a golden retriever laying in the corner

Summer Road Trip Series: Explore the Hotel and Motel Industry

This summer, members of the Vertical IQ team are hitting the road for lots of fun…


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How Banking Pros Win More Deals With Vertical IQ

While Vertical IQ is used by a wide array of professionals — from accountants to…


Group of three women on a boat in the Chicago river with the city in the background

Summer Road Trip Series: Chicago’s Restaurant Scene

This summer, members of the Vertical IQ team are hitting the road for lots of fun…


Vertical IQ VP of marketing standing in front of a firework on 4th of July

Summer Road Trip Series: Sandy Toes and Sparkling Skies for the 4th

It’s one of my favorite weeks of the year! Since I was a kid, the 4th of July has…


Family of four standing in front of a body of water in Portland Oregon

Summer Road Trip Series: Outpacing the Competition

This summer, members of the Vertical IQ team are hitting the road for lots of fun…


Credit Unions Can Use This One-Two Punch to Land More Business Lending Deals

Credit Unions Can Use This One-Two Punch to Land More Business Lending Deals

Have you ever met someone and felt an instant connection? It was this kind of spark…


Collage of employees of Vertical IQ at the Abrigo ThinkBIG conference in Pheonix, Arizona

From Heatwaves to Brainwaves: Abrigo’s ThinkBIG Conference Recap

It goes without saying that Arizona is hot during the summertime. I’m talking about…


Quarterly Reliance score reports - Vertical IQ and Lendovative working together to provide AR and Inventory Reliance Score Reports

Mid-Year Reports on Accounts Receivable and Inventory Reliance

Vertical IQ and Lendovative Technologies are proud to offer the AR and Inventory…


Image of two women at the AICPA ENGAGE Conference

Hitting the Jackpot at AICPA’s ENGAGE Conference

What do accountants do when the books are shut, and the calculators are put away at…


Three Vertical IQ employees smiling at the S&P Community Bankers Conference

Resiliency is the Name of the Game: Thoughts from S&P Community Bankers Conference

Attending S&P Global Market Intelligence’s Community Bankers Conference is…


Take That to The Bank! Thoughts From Barlow’s Spring Business Banking Conference

Take That to The Bank! Barlow’s Business Banking Conference

Whoever said “two is better than one” was really onto something — especially when…


Aimee and Susan at AAM's Annual Summit

Making Magic at AAM’s Annual Summit

Walt Disney World, flamingos, and … accounting marketing conferences? Florida…


Vertical IQ is proud to support our team and community during Mental Health Awareness Month

Your Mind Matters: Mental Health Awareness Month

As we continue to advocate for Mental Health Awareness Month, it’s important to…


Vertical IQ and Social Sales Link collaboration for prospecting power of linkedin

Industry Intelligence Unlocks the Prospecting Power of LinkedIn

If you think LinkedIn is just for posting career updates, you’re missing out on a…


Collage of our team attending Forrester's 2024 B2B (Business-to-business)Summit

Forward Thinking at Forrester’s B2B Summit

For four days in May, Austin played host to the latest Forrester B2B Summit,…


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Cultivating a Culture of Mental Wellness

As Mental Health Awareness Month unfolds during the month of May, we at Vertical IQ…


RMA CAVA Conference

Going Back to Basics with RMA at CAVA’s Spring Conference

Do you want shoes that are leather, canvas, suede, or pleather? Slip-on or lace-up?…


Unlock Sales Readiness Highlight: Kenneth Bostwick, Jr., Lakeland Bank

In our recent ebook, Unlock Sales Readiness: Advice from the Experts, Banking…


How Vertical IQ helps save time and reduce effort.

Vertical IQ Gives Bankers “The Right Stuff” to Save Time & Effort

A high-performing bank has bankers who understand both credit and industry-specific…


Unlock Sales Readiness Highlight: Carol Sexton, Cambridge Savings

In our recent ebook, Unlock Sales Readiness: Advice from the Experts, Banking…


Make the Right Pick: Selecting Target Industries in Your Local Market

In a recent blog post, we shared how nearly any professional service provider —…


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Vertical IQ’s Spring Conference Lineup

In the Carolinas, we usually know spring has sprung when our cars are yellow with…


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Not Just for Banks: How Other Industries’ Sales Pros Use Vertical IQ

It’s true that Vertical IQ was originally created by bankers, for bankers, but the…


Dart board with a dart on the bullseye

Should You Target Industries as Your Prospecting Strategy?

If you’ve been in any B2B sales role, there’s likely one thing about prospecting…


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The Secret Ingredient of the Deep Selling Sauce

If you’ve been on LinkedIn lately, you’ve probably seen posts about the B2B sales…


A Journey Through Community Banking in the Lone Star State

Did somebody say “roadtrip”? This past week, I had the pleasure of hitting the road…


Quarterly Reliance score reports - Vertical IQ and Lendovative working together to provide AR and Inventory Reliance Score Reports

Industries Likely to Need Working Capital Financing in 2024

Vertical IQ and Lendovative Technologies are proud to offer the AR and Inventory…


Touchdowns, Chocolate and Banking: Our Thoughts from ABA’s Conference for Community Bankers

Y’all, if there’s one thing we love, it’s heading to the Lone Star State for a…


Future of Credit Unions: Lessons in Collaboration & Innovation from CUNA

As I reflect on my first time attending the Credit Union National Association (now…


Achieve Your 2024 Resolutions with Industry Intelligence

As the third week of the new year comes to a close — how is your New Year’s…


Going Beyond Business: Vertical IQ Cares Program Inaugural Year in Review

Winston Churchill once said, “We make a living by what we get, but we make a life…


Top 10 Industry Profiles for 2023

It’s hard to believe 2023 is coming to a close! It’s been a rollercoaster year…


Thoughts from American Banker’s Small Biz Banking Conference

The American Banker’s Small Biz Banking Conference [SBB] feels like home away from…


3 Things We’ve Learned About How Experienced Sales Professionals Use Vertical IQ

We recently hosted the first of two fall webinars focused on how our customers are…


Identifying the Top Industries for Inventory and AR Financing in 2024

The SBA Office of Advocacy reports that 2.5 million new business formations…


Navigating the Age of Intelligence: 6 Insights From the 6sense Breakthrough Conference

Events with our Vertical IQ partners tend to be some of our favorites, so it’s no…


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The Value of Third-Party Data

We trust the experts in numerous areas of our lives. If you need a major car…


Leading with Purpose: Thoughts from the Most Powerful Women in Banking Conference

The financial industry has come a long way in promoting gender diversity and…


Embracing Diversity, Tech, and Collaboration: Insights from PrimeGlobal MegaWeek

If you’re in the accounting world, chances are you’re already familiar with…


Why Trusted Advisors Should Be Their Town’s Local Economist

Did you know that the United States has a total area of 3,809,525 square miles,…


acounting advisory services

Relational Accounting: Your Competitive Edge in a Data-Driven World

The following is a guest blog post by Amy Vetter, the CEO of B³ Method Institue,…


A Credit Renaissance: Reduce Underwriting Lending Risks

How Credit and Credibility Are Inextricably Connected

Our eBook, A Credit Renaissance: Reduce Underwriting Lending Risk and Revive the…


Reimagining Main Street: Thoughts from the 2023 America’s SBDC Conference

Hot chicken, country music, and celebrities galore — could Nashville get any…


Man and female having a meeting in office

5 Ways Industry Intelligence Helps Deepen Your Relationships

Here at Vertical IQ, we often talk about how our Industry Intelligence is…


Inforum: The Secret Sauce in Vertical IQ’s Industry Forecasts

There are any number of scenarios where it would be incredibly helpful to have a…


A Credit Renaissance: Reduce Underwriting Lending Risks

The Essential Calculation that Must Go into a Cash Flow Analysis

There are many topics about which a strong commercial or corporate analyst should…


New AR Reliance Score Helps Predict Industries’ Short-Term Financing Needs

The following is a guest blog post by Pat True, the president of Lendovative…


A Credit Renaissance: Reduce Underwriting Lending Risks

A Credit Renaissance: Credit Lending is a Critical Growth Segment for Banks

Our eBook, A Credit Renaissance: Reduce Underwriting Lending Risk and Revive the…


Ace Your Sales and Marketing with Industry Intelligence

Ace Your Sales and Marketing with Industry Intelligence: Sustaining Enduring Relationships

Our eBook, Ace Your Sales and Marketing With Industry Intelligence, is available…


Why I Created Local Market Monitor

Ingo Winzer is the founder of Local Market Monitor, a Vertical IQ product, which…


Ace Your Sales and Marketing with Industry Intelligence

Ace Your Sales and Marketing with Industry Intelligence: Bolstering Your Sales Process

Our eBook, Ace Your Sales and Marketing With Industry Intelligence, is available…


Attracting More Deposits: Ain’t You Special… Yet?

Vertical IQ co-founder and Clarity Advantage president Nick Miller has been…


Ace Your Sales and Marketing with Industry Intelligence: Marketing Content

Our new eBook, Ace Your Sales and Marketing With Industry Intelligence, is…


Ace Your Sales and Marketing with Industry Intelligence

Ace Your Sales and Marketing with Industry Intelligence: Market Sizing and Planning

Our new eBook, Ace Your Sales and Marketing With Industry Intelligence, is…


Credit card tapping a reader

Target Cash-Intensive Industries: Key to Growth Strategy

It’s no secret that deposits have been dominating the discussion around banking for…


Typing on a computer viewing the stock market trends

Cryptocurrency 201: What’s In Crypto’s Future?

In this second installment in our two-part blog series on cryptocurrency, we…


Cryptocurrency 101: The Essential Facts About Crypto

This is the first installment in our two-part blog series examining the rise of…


Advice from the Experts Blog Series: Nick Miller

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


Advice from the Experts Blog Series: Viveka Von Rosen

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


Five Thoughts from the Sales 3.0 Conference

This fall, our associates recall experiences from the events, conferences, and…


Jack Hubbard cover

Advice from the Experts Blog Series: Jack Hubbard

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


Brynne Tillman featured image

Advice from the Experts Blog Series: Brynne Tillman

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


food bank

Giving Tuesday: A Spotlight on This Year’s Charity Finalists

Giving Tuesday is an annual worldwide initiative marked on the Tuesday following…


financial speaker on stage

Five Thoughts from the Financial Brand Forum

This fall, our associates recall experiences from the events, conferences, and…


Larry Levine featured image

Advice from the Experts Blog Series: Larry Levine

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


Unlock Sales Readiness: Advice from the Experts, eBook for Sales and Marketing to connect with customers and prospects.

Advice from the Experts Blog Series – Introduction

Vertical IQ’s latest eBook, entitled “Unlock Sales Readiness: Advice from the…


speakers on stage

Five Thoughts from the Most Powerful Women in Banking Conference

This fall, our associates recall experiences from the events, conferences, and…


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Five Thoughts from the Risk Management Association Conference

This fall, our associates recall experiences from the events, conferences, and…


Computer chip

The Long Game: CHIPS Act to Boost Domestic Production, Address Supply Chain Woes

The $280 billion CHIPS and Science Act (also called the Creating Helpful Incentives…


Convention show

Five Thoughts from the 6sense Breakthrough User Conference

This fall, our associates recall experiences from the events, conferences, and…


Sunset

Five Thoughts from American Banker’s Small Biz Banking Conference

This fall, our associates recall experiences from the events, conferences, and…


Selfie at show

Five Thoughts from the NYBA Combined Retail & Small Business + Trust & Investment Conference

This fall, our associates recall experiences from the events, conferences, and…


Vertical IQ team

Five Thoughts from America’s Small Business Development Centers (SBDC) Conference

This fall, our associates recall experiences from the events, conferences, and…


Band playing show

ENCORE! A Wrap On Our Industry Intelligence Summer Concert Blog Series – And Looking Forward

What a ride it has been! Our Industry Intelligence Summer Concert Blog Series…


Band playing show

Industry Intelligence Summer Concert Blog Series: Journey Reminds Us to Be Good to Ourselves

We’re turning up the volume on some of our staff’s favorite tunes with Vertical…


Live music show

Industry Intelligence Summer Concert Blog Series: LANY Shows Us a Few New Tricks

The hits keep on coming with Vertical IQ’s Industry Intelligence Summer Concert…


Just Google it

Industry Intelligence Summer Concert Blog Series: Just Google It … Right?

The hits continue with Vertical IQ’s Industry Intelligence Summer Concert Blog…


Dave Matthews Band concert what to say

Industry Intelligence Summer Concert Blog Series: Dave Matthews Teaches Us Exactly What to Say

Vertical IQ’s Industry Intelligence Summer Concert Blog Series is just getting…


Planes in air show

Industry Intelligence Summer Concert Blog Series: OneRepublic’s Insights on Sealing More Deals

Vertical IQ’s Industry Intelligence Summer Concert Blog Series continues to come…


piano keyboard; building trust

Industry Intelligence Summer Concert Blog Series: Billy Joel Knows It’s a Matter of Trust

You’ll be humming along as Vertical IQ continues our Industry Intelligence Summer…


concert; saving time

Industry Intelligence Summer Concert Blog Series: Barenaked Ladies and the Key to the Good Life

Vertical IQ keeps the hits rolling with this latest installment in our Industry…


Billy Strings playing show

Industry Intelligence Summer Concert Blog Series: Wisdom from Billy Strings

Summer is here, and Vertical IQ is getting in on the fun by kicking off our…


Two women working

Groove Puts Industry Intelligence in Your Inbox!

Technology, almost by definition, is intended to make our lives easier (although…


banker at laptop choosing niches

Choosing the Best Industry Niches is Art and Science

I was honored to be invited to speak during the Jan. 7 Barlow Research Associates…


men's track race; competition readiness wins

First-Hand Account: How Readiness Wins in a Competitive Market

In this guest post, Jerry Bazata, a commercial lender in Portsmouth, New…


Nick Miller

Celebrating 10 Years of Vertical IQ: Spotlight on Nick Miller

How time flies when you’re having fun! This is the final installment in a series…


small business platform lending ; small business owner with

Part 7 of 7: Give Small Business Platform Lending a Clearer View with Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


cofounder blog Susan Bell

Celebrating 10 Years of Vertical IQ: Spotlight on Susan Bell

How time flies when you’re having fun! This is the third in a series of four blog…


private equity ; seed money concept

Part 6 of 7: Private Equity Informed by Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


Bobby Martin

Celebrating 10 Years of Vertical IQ: Spotlight on Bobby Martin

How time flies when you’re having fun! This is the second in a series of four…


group banking ; hands in a circle

Part 5 of 7: Get Group Banking on Team Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


Cofounder series, Bill Walker

Celebrating 10 Years of Vertical IQ: Spotlight on Bill Walker

How time flies when you’re having fun! This is the first in a series of four blog…


wealth management and investments piggy bank

Part 4 of 7: Industry Intelligence Adds Up for Wealth Management & Investments

Your commercial and small business bankers love Vertical IQ for call preparation,…


magnifying glass credit underwriting

Part 3: Credit Underwriting Connects the Dots with Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


credit card services

Part 2 of 7: Industry Intelligence Puts Card Services in Charge

Your commercial and small business bankers love Vertical IQ for call preparation,…


treasury management ; close-up of money

Part 1 of 7: Industry Intelligence Offers a Wealth of Treasury Management Insight

Your commercial and small business bankers love Vertical IQ for call preparation,…


swimming pool spa

Industry Focus: Swimming Pool and Spa Retailer

Who would have guessed that, in addition to toilet paper and hand sanitizer,…


woman at laptop preparedness call preparation

After PPP Ends, Don’t Overlook This Important Fourth “P”

By HD Jacobs, Senior Depository and Lending Solutions Product Specialist at S&P…