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.
See for yourself why nearly 60,000 users trust Vertical IQ for their industry research and call preparation needs. Our easy-to-digest industry insights save call preparation time and help differentiate you from the competition.
Build valuable, lasting relationships by having smarter conversations – check out Vertical IQ today.
919 787 4600
info@verticaliq.com
Already a customer/subscriber? Looking for training? Click here to get in touch with our Customer Success team!
TESTIMONIALS
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
