Successful accountants use Vertical IQ to better understand a prospect’s or client’s business challenges before, during, and after engagement meetings. Covering more than 97% of the US Economy, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.
Save time preparing for client engagements
Provide clients with the latest Industry Intelligence
Set your firm apart with industry specialization
919 787 4600
info@verticaliq.com
Vertical IQ offers PrimeGlobal Member at 10% discount off of fees for the following subscription offerings:
Industry Intelligence Designed By Bankers For Bankers
Build trust, boost sales, and gain a competitive advantage with Vertical IQ. Our Industry Intelligence has been incorporated into successful sales and marketing processes of banks of all sizes, used in their retail branches, small business and commercial banking, treasury services, credit underwriting, and more.
Win new customers
Retain existing customers
Boost loan growth
Expand product coverage
Take a Test Drive with a 30-day Free Trial!
Submit the form to schedule time with our team, and we’ll set up your free trial of Vertical IQ
Successful accountants use Vertical IQ to better understand a prospect’s or client’s business challenges before, during, and after engagement meetings. Covering more than 97% of the US Economy, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.
Save time preparing for client engagements
Provide clients with the latest Industry Intelligence
Set your firm apart with industry specialization
Take a Test Drive with a Free Trial!
Submit the form to schedule time with our team, and we will get you set up with a free trial of Vertical IQ!
Vertical IQ is a trusted partner of WeBuySmallBusiness.com, offering resources to give you an edge – whether you’re an individual or a team of thousands.
Through our partnership with WeBuySmallBusiness.com, we’re pleased to offer you a discount on our subscription – fill out the form to get in touch with our team.
Check out Vertical IQ’s easy-to-digest industry insights which save call preparation time and differentiate you from the competition.
“We are delighted to be partnering with the industry leader in banker-specific intelligence. Vertical IQ’s robust and accessible platform truly enhances the CFI learner’s experience.”
-Lisa Dorian; Co-founder and CRO; Corporate Finance Institute
Reminder: CFI referrals are eligible for 15% off their subscription price through our partnership with Corporate Finance Institute.
Thousands of accountants trust Vertical IQ to help them win new clients by becoming business experts across industries. Our easy-to-digest industry insights helps you:
Your clients need strategic insight that goes beyond accounting guidance. Understand their industry and business environment so that you become an indispensable member of their team.
Timely and Time-Saving Content
We’ve done the research for you. Provide timely, strategic insight specific to your client’s industry – without spending a ton of research time.
Shareable Content
This is content clients want, so delight them by sharing it! Deliver financial comparisons and detailed local economic data.
Support Your Recommendations
Validate industry trends for valuations, litigation support, audits, and more.
How Does Vertical IQ Help Me?
Prep for client meetings by understanding your client’s industry
Offer financial comparisons and assess competitive best practices to help your clients’ business
Provide clients and prospects with intelligence on the industries they sell to
Validate industry trends and events for valuation, litigation support, audit, consulting, and other engagements
Help clients make strategic planning decisions, such as which new markets to enter
Build industry-specific campaigns, collateral, and content
Improve your marketing with industry-specific insight and content
TESTIMONIAL
I was working with a lumber distributor who asked me about certain financial metrics within the industry. I did some research on Vertical IQ before the call and was able to reference the “million board feet”; a form of measurement in the lumber world. He was so impressed and it built a strong foundation of trust between us. This is a great tool to show customers that we have done our Research!
Vertical IQ’s Information is used to give me more rounded knowledge about the client and their business history. When I have a customer needing their business valuated, I will go into Vertical IQ to find key business questions and answers to bring to the table. Customers appreciate when we use their keywords and terminology, which helps me feel confident in what I’m saying.
A trusted advisor uses Vertical IQ on a weekly basis to include in his Business Valuations. He is not new to Industry Intelligence platforms and specifically uses Vertical IQ for the market pricing and valuation metrics. Once the data is collected from the platform, it’s added into all client reports which are used to determine the value of their unique business. He is confident that Vertical IQ is a tool he will use continuously.
The financial benchmark data is very helpful. We use it to offer guidance to our clients when their spending is limited compared to the rest of the industry. We also use the guidelines within the Business Valuation chapter when a client is considering selling their business.
Your credibility really rises when you can make the connection between the need, the opportunity, and your expertise.
A Vertical IQ representative will be reaching out soon to better understand your specific needs. Should anything come up in the meantime, please feel free to email us.
Covering over 97% of the US economy and Canada, Vertical IQ provides actionable, convenient, and focused
industry insights on trends, risks, forecast data, news articles, and key industry terms. You can see a
portion of the industries we cover on our List of Industries page.
See why more than 60,000 users trust Vertical IQ’s Industry Intelligence platform for their industry research and call preparation needs. Our easy-to-digest industry insights covering industry trends, financial benchmarks, challenges, and growth opportunities, empowers you to have more informed conversations, differentiate your services, and provide strategic value to your clients.
Build valuable, lasting relationships by having more thoughtful conversations – check out Vertical IQ today.
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
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, Director of Sales and Service, Chelsea Groton Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli
First Vice President, North Regional Manager,
Cambridge Savings Bank
