New offering enables banks and other advisors to create a Copilot AI agent grounded in trusted, timely, analyst-verified Industry Intelligence

RALEIGH, N.C. — October 6, 2026 — Vertical IQ, a leading provider of Industry Intelligence, today announced the availability of its AI Model Context Protocol (MCP) offering for Microsoft Copilot, giving banks and other advisors a simple way to bring Vertical IQ’s Verified Industry Intelligence directly into their internal AI environments. 

Using Microsoft Copilot and Vertical IQ’s MCP, customers can now create a Vertical IQ-specific AI agent within their existing Copilot environment. This allows commercial bankers, credit teams, and other advisory firm users to interact with trusted Vertical IQ data and insights through their organization’s enterprise AI platform without requiring another standalone application.

Better Intelligence In. Better Answers Out.

As financial institutions accelerate their adoption of generative AI, the quality of the information powering those systems is becoming increasingly important.

Vertical IQ’s Industry Intelligence is specifically developed for business decision-making. It combines timely research written and maintained by experienced analysts with industry-specific data licensed from trusted government and third-party sources. The result is a reliable intelligence layer that grounds AI-generated responses in Verified Industry Intelligence rather than unvetted, often-unreliable internet content.

“Banks and other advisory firms are investing significantly in AI, but ultimately, those tools are only as valuable as the information behind them,” said David Buffaloe, president of Vertical IQ. “Our goal is to make it easy for companies to integrate our trusted, timely and Verified Industry Intelligence into the enterprise AI environments they’re already building. With the Vertical IQ MCP and Microsoft Copilot, bankers and other advisors can ask questions in a familiar AI environment and receive trustworthy, decision-grade responses.”

Making Enterprise AI Easier to Put to Work

Vertical IQ designed the offering to provide banks and other advisors with a practical way to begin applying AI to real-world workflows while maintaining their existing Microsoft Copilot environment. And as with all Vertical IQ product offerings, the new MCP capabilities are backed by the organization’s unmatched customer success team.

“It’s a priority to make implementation of our new MCP simple for our customers,” noted Buffaloe. “To streamline the process, Vertical IQ will provide step-by-step technical documentation and implementation support to help configure, connect and launch your new Vertical IQ AI Agent.”

This latest Vertical IQ offering is available now. To learn more about connecting Vertical IQ Verified Industry Intelligence to your organization’s Microsoft Copilot, visit https://verticaliq.com/platform/technology-applications/ai-model-context-protocol-mcp/ .

 

About Vertical IQ

Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re discussing cash management with a local brewery or analyzing risk for a large-scale furniture manufacturing company, successful banks, credit unions, accounting, insurance and advisory firms use Vertical IQ to better understand a prospect’s or client’s business challenges before, during and after meetings. Covering 100% of the industries that comprise the U.S. economy and Canada, as well as 3,400 local economic reports, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships. Learn more at www.verticaliq.com

 

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