CUSTOMERS

Vertical IQ helps banks get new business customers

Vertical IQ helps banks get new business customers. We can do the same for you.

Vertical IQ helps you save time, increase the likelihood and effectiveness of pre-call planning, deepen relationships with clients, improve banker confidence during calls, and bridge the gap between a banker’s financial knowledge and business knowledge. These testimonials speak to just a few of the ways bankers gain trusted advisor status with their business clients.

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“We use the quote ‘He who is nervous is not prepared’ as a centerpiece of our sales process. Vertical IQ helps us eliminate nervousness. Our Relationship Managers depend on Vertical IQ as an education tool, a prospecting tool, and the best preparation source we have available. There is no better source of business intelligence to the banking community.”

Jeff Williams
EVP, Commercial Banking Executive
AMERICAN NATIONAL BANK OF TEXAS

“I have been with Vertical IQ since 2012 and have 196 users ranging from Branch Managers to Retail Division Managers. I produce a monthly report with at least two Vertical IQ success stories — we have all levels of users, but true success has been achieved from the frequent users of Vertical IQ. Higher appointment and higher booked business comes from the Vertical IQ Power Users!”

TAMMY WHEELER
RETAIL SALES MANAGER
BANNER BANK

“Our bankers who access and use the information from Vertical IQ have greater levels of confidence when visiting prospects as they now have targeted questions, with potential responses, as they carry on meaningful discovery conversations.”

QUENTIN BYRD
SVP
BBVA COMPASS

“Vertical IQ helps bankers know what’s going on in the local economy which adds value to conversations with business owners.”

JIM TYRRELL
SVP, DIRECTOR OF COMMERCIAL BANKING
BENEFICIAL BANK

“Since we implemented Vertical IQ, the quality of our conversations with clients has increased and they have responded positively to our knowledge of their business.”

MIKE DILLON
DIRECTOR OF SMALL BUSINESS SALES AND SERVICE
BMO HARRIS 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
SVP, DIRECTOR OF SALES & SERVICE
CHELSEA GROTON BANK

“Vertical IQ helps to bridge the gap between a banker’s financial knowledge and their customers’ business issues, making it easy to learn about cash flow, working capital, and banking solutions. It aids in effective outreach, efficient call planning, and networking, to enrich conversations and add value to relationships.”

GUY JOHNSTON
RETAIL SALES MANAGER
CITY NATIONAL BANK

“Citizens Bank Relationship Managers use Vertical IQ to easily plan and execute high impact call strategies. The industry trends, analysis and important data allows them to quickly gain knowledge and increase connections with customers and prospects, and the expert video functionality and industry profiles provide the necessary tools for them to make the most of their planning and sales execution strategies.”

TOM EARLEY
SVP, HEAD OF COLLEAGUE DEVELOPMENT, SMALL BUSINESS BANKING
CITIZENS BANK

“With the spectrum of businesses we serve, our calling officers range from branch generalists to seasoned commercial loan officers. Vertical IQ is versatile enough to provide cash cycle and product usage insights for less experienced officers, as well as detailed advice on financing needs, credit risks and industry challenges for commercial credit analysis.”

SUSAN PARENT
SVP
FIRST CITIZENS BANK