How Banking Pros Win More Deals With Vertical IQ

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


Mid-Year Reports on Accounts Receivable and Inventory Reliance

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


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…


Our team attended 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,…


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?…


Make the Right Pick: How to Select Industries to Target in Your Local Market

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


Should You Target Industries as Your Prospecting Strategy?

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


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…


Which Industries are Most 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…


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…


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…


working on slack while playing with phone

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: 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: 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: Market Sizing and Planning

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


Two women working

Groove Puts Industry Intelligence in Your Inbox!

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


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,…


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,…


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,…


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 of 7: Credit Underwriting Can Connect 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,…


unsolved mysteries ebook cover

Last Seen Leaving the CEO’s Office (Part 3 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed >> Related:…


unsolved mysteries ebook cover

Solving the Case of the Frozen Sales Pro (Part 2 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed >> Related:…


unsolved mysteries ebook cover

Unsolved Mysteries of Losing a Sale (Part 1 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed Reports of strange…


measuring cups on table

Five Ingredients for Sales Success in 2021

By nearly anyone’s standards, 2020 was a doozy. The world struggled to manage a…


Top 25 Industry Profiles for 2021 fireworks

A Look at the Top 25 Industry Profiles for 2020

If you’re like me, you are ready to kick 2020 to the curb! It’s been a year when…


golf ball next to hole

Golf Courses Rake in the Green Amid the Pandemic

So many businesses have struggled to stay afloat during the pandemic, in part…


analysing charts on tablet and computer

What’s The Next Big Idea for Cash Flow Tools? Maybe It’s You.

Here at Vertical IQ, we are passionate about helping our customers understand…


typewriter printing 2021

Now More Than Ever, Industry Intelligence Is A “Must Have”

Today, it is more critical than ever to have access to Industry Intelligence so…


USA flag blowing in wind

A Closer Look at Veteran-Owned Businesses

According to the most recent data from the U.S. Census Bureau’s Survey of Business…


ecommerce site on mobile phone

Let the Shopping Season Begin: Internet, TV & Mail-Order Retailers

You know the big guys — Amazon, eBay, QVC, L.L. Bean — but there are a lot more…


two men looking at mockup town

Welcome to Prospectville

September saw NFL and college football starting to come back to life, bringing a…


chart on a table

August Retail Sales: Are the Winners and Losers Starting to Plateau?

The Census Bureau released the Advance Monthly Sales for Retail and Food Services,…


analysing statistics

4 Ways to Use Industry Intelligence to Grow Your Accounting Firm

Remember those commercials for Reese’s Peanut Butter Cups where the actors would…


lady smiling with yellow background

Using Industry Intelligence on Accounting Marketers’ Tactics

We see you, accounting marketer. We understand that the pressure is on to figure…


construction work with birds flying

July Construction Spending Offers Some Optimism, Some Stagnation

Last week, we shared some positive news about residential construction in the U.S.…


male and female looking at laptop

Use Industry Intelligence to Take Less and Give More

This is the fifth and final post in a series of five blog posts about how to create…


female smiling at coworker

When Success Requires Shape-Shifting: Lakeland Bank’s Story

Sitting outside on my deck this morning, I caught sight of a small lizard zooming…


Protecting Bank Assets by Identifying and Managing Risks

Protecting Bank Assets by Identifying and Managing Risks

Written by David Nicholson, founder and president of Credit Training, Inc.…


Hurdles race track

How Industry Intelligence Helps Build Better Marketing Initiatives

You’ve heard of industry information, industry insights, and industry research, but…


Add Value to SBDC Client Meetings with Industry Intelligence

As a small business development center (SBDC) counselor, you see a wide range of…


Using Industry Intelligence to Offer Alternative Ideas

This is the third in a series of five blog posts about how to create and implement…


Make More Informed Recommendations with Industry Intelligence

This is the second in a series of five blog posts about how to create and implement…


Building Confidence: Residential Construction Shows Signs of Hope

On Friday, the U.S. Census Bureau and the U.S. Department of Housing and Urban…


Retail and Food Services Sales Reveals Mixed Picture

On Thursday, the U.S. Census Bureau released their latest data on estimated retail…


A Closer Look at Who is Getting PPP Dollars

You’ve probably seen the headlines this week about the government’s release of more…


May Retail & Food Service Data Improves as Shutdowns Ease

The U.S. Census Bureau’s May 2020 retail and food service data was released on June…


Industry Spotlight: Grocery Stores

The nation’s 41,000 grocery stores have experienced a raucous 2020, due in large…


Math Meets Civics: Education Job Numbers Plummet During Pandemic

Earlier this week, I shared with you the detrimental financial impacts the COVID-19…


Why is the Healthcare Industry Suffering Financially During a Pandemic?

Last week, I shared with you some of the industries that have been hardest-hit by…


These Industries are Among the Pandemic’s Hardest Hit

At Vertical IQ, we recently have focused our research efforts on monitoring the…


Help Clients Understand the Impact of COVID-19 on Their Industry

It’s the topic on nearly everyone’s mind right now: coronavirus (COVID-19). And…


When Life Gets Crazy, Get Specific

In the midst of chaotic times such as these, my mind turns to messaging. Sounds…


Even Better Than a Handshake: Financial Focus

Connect as a Proxy CFO to Help Guide Small Business Owners Face-to-face meetings…


Honing the Human Element

We’ve all heard the phrase, “I’m only human.” There was even a hit song from ‘80s…


Battle of the Century: Banking Bots vs. Human Business Bankers

I’m continually amazed by what you can do with new technology, applications,…


Hit the Mark with These Arrows in Your Quiver of Prospecting Tools

As a client success manager, I love talking with people about ways to get the most…


Industry Spotlight: Candy Manufacturers

The sweet smell of love is in the air…oh wait, no…that’s candy that I smell! The…


The Power of Personalization and Advice in B2B Banking

Our Vertical IQ co-founder and CEO, Bobby Martin, recently co-hosted a webinar with…


Who Are the Winners and Losers in the USMCA?

The United States Mexico Canada Agreement (USMCA) was signed by the namesake…


Using Vertical IQ to Support Your Workplace Banking Program

Thanks to the increased use of technology like ATMs, online banking, and direct…


The Secret Sauce: Enabling Bankers with Industry-Specific Content

Written by Shaalin Parekh, Senior Market Development Manager at Seismic It’s no…


12 Ways to Use Industry Research to Win More in 2020

The new year is a good time to start new, better habits, from improving our diets…


Podcast Recap: 7 Secrets for Bankers To Become the Trusted Advisor for Small Businesses in 2020

Small business banking is being disrupted. Those cliché, predictable conversations…


Industry Spotlight: Jewelry Stores

December is the month when the nation’s 15,200 jewelry stores really shine! Indeed,…


Key Takeaways From 2019 Small Business Banking Conference

Members of the Vertical IQ team recently attended the American Banker Small…


Webinar Recap: High-Touch Coaching in a High-Tech World

The final installment in Vertical IQ’s free fall webinar series was last week—a…


Leadership Spotlight: Vertical IQ’s New CMO, David Buffaloe

David Buffaloe recently joined Vertical IQ as chief marketing officer (CMO). David…


Webinar Recap: Playing Offense and Defense to Prepare for the Future

The second installment in Vertical IQ’s free fall webinar series was last week—a…


Building SMB Client Relationships with Insight and Foresight

Of course every business services firm that calls on small- to mid-sized businesses…


Helping Change How SMB Owners Think About Cash Flow

“If I had to run a company on three measures, those measures would be customer…


3 Motivations to Become a Better Value-Added Advisor

A value-added advisor is someone whose ideas and advice you respect enough to…


How to Help Small Businesses Compare Their Financials to Their Industry

“Are we keeping up with the Joneses?” Owners of small and mid-sized businesses…


Webinar Recap: Red Ocean vs. Blue Ocean Sales Strategies

Last week, we hosted the first installment in Vertical IQ’s free fall webinar…


Adding Industry Knowledge into Your Contact Strategy

When it comes to gaining trust with small to mid-sized business (SMB) owners,…


Upgrade Your Prospect Presentations with These 3 Tips

You’re pulling together a presentation for a new small to mid-size business (SMB)…


Which Industries Should I Target?

The North American Industry Classification System (NAICS) was developed as the…


4 Ways to Help SMBs Manage Cash Flow

You may have heard the platitude, “Cash is the most important, yet least…


The 3 Local Economic Indicators Every SMB Advisor Should Know

The economy is a hot topic lately, with pundits arguing over whether we are or…


2 Simple Ways to Wow Prospects at a Networking Event

Speaking with people you don’t know at a networking event can be a tricky…


Turn Industry News into Valuable Content for SMB Owners

There is arguably no one busier than a small to mid-sized business (SMB) owner.…


5 Organizations You Need to Know to Know Small Business

There are literally hundreds, if not thousands, of niches that small businesses…


Helping Small Business Owners Understand What Their Company is Worth

For most small to mid-sized business (SMB) owners, their company is their most…


Ready for Change: Addressing Trigger Events with Small Business Owners

“Trigger events” are major changes that affect a business. They can be milestones…


5 Steps to Improve Your Client Meeting Quality by 50 Percent

As a busy professional, you likely find yourself burning the candle at both ends…


How Generalists Can Develop Niche Industry Specialties

In 2017, River Cities Capital Funds, a growth equity fund focused on healthcare and…


Webinar Recap: Building Prospecting Momentum

Last week, we hosted the final installment in Vertical IQ’s free spring webinar…


Industry Spotlight: Hotels & Motels

It’s summertime, and the 41,000 hotels and motels in the U.S. are rolling out the…


Using Industry Research to Address Succession Planning

This week, I read an article that got me thinking about the importance of…


Webinar Recap: Save Me! Save Me Now!

Last week, we hosted the second installment in Vertical IQ’s free spring webinar…


How “Purpose” Can Drive A Bank’s Success

As the senior sales associate at Vertical IQ, I am always interested in learning…


Webinar Recap: What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients

Vertical IQ kicked off our free spring webinar series a few weeks ago with a great…


Industry Focus: A Clean Perspective on Janitorial Services Companies

It’s spring cleaning time! And the nation’s 53,000 janitorial service providers are…


The Value of Anticipation

As a mom of soccer players, I hear my kids’ coaches reiterating the importance of…


What’s Your Story? Paint a Clearer Picture Using Financial Data

Accounting Today published an article a few weeks ago entitled, “Why accountants…


In a Tech-Driven World, Stand Out with Expert Advice

A recent Wall Street Journal article entitled “The Problem for Small-Town Banks:…


The Most Valuable Advice Financial Pros Can Offer to Business Owners

If you are an accountant or financial advisor, it’s a busy time of year for you as…


Feeling the Pinch: Industries Hit by Government Shutdowns

Last month’s partial government shutdown cost the nation’s economy an estimated $11…


3 Reasons Why Your Industry Knowledge Matters to Small Business Owners

When studying economics—or marketing for that matter—one of the first concepts that…


Personalization, Partnerships, and Payments Top Small Business Banking Conference Agenda

“It’s like the question, ‘Do you prefer your toothbrush or your dentist?’,”…


What Consumer Debt Means for the State of the U.S. Economy

In order to have industry expertise, one must also have solid knowledge on the…


Survey of Small Businesses Explores What Owners Really Want

At Vertical IQ, we often talk about how industry research can help build…


New Smartphone App Offers Industry Insights on the Go!

Vertical IQ’s cofounders are former financial professionals, so we understand what…


The How and Why of Industry Structure

One of the fascinating things about working for Vertical IQ is learning about the…


How Bankers Can Help Business Owners Plan Exit Strategies

Two members of the Vertical IQ team and I attended the 2018 Exit Planning Summit in…


3 Trends Bankers Should Key In On When Meeting with Computer Programming Firms

It seems that just about everything today relies upon computers, and as a result,…


A Healthy Environment for the Medical Device Industry

We noticed an interesting article in the August 15 issue of American Banker…


Industry Spotlight: Commercial Equipment Rental and Leasing

Despite the credit risks inherent to commercial equipment rental and leasing…


Tariffs & Trade Wars: Should Your Bank Client Worry?

A hot topic in the news lately has been tariffs and the resulting “trade wars” they…