TS - 2024 CVBBA - Business Pro Annual
Become an Instant Industry Expert with Vertical IQ
As an advisor to small business owners, it is essential that you possess the latest insights into a business owners’ industries and understand the industry-specific nuances impacting their businesses.
With a Business Pro subscription to Vertical IQ, you will have access to 920+ Industry Profiles and over 3,400 Local Economies reports for cities and counties across the U.S., including MSA-level Localized Industry Data — providing you with valuable insights specific to their area.
“Vertical IQ not only prepares my agents for successful meetings but also ensures we are aligned with our clients, leading to higher listing conversion rates and more productive conversations.”
— David Dejewski, Managing Director
Transworld Business Advisors of Frederick
2 simple steps is all it takes to start your Business Pro Subscription with Vertical IQ
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Get Started with Vertical IQ Today
Please enter your personal details to start the process for an Annual Subscription to Vertical IQ. If you are interested in a quarterly subscription click here.
What's Inside Vertical IQ
See what the Vertical IQ platform looks like in this short demo video.
What's Included with Business Pro
- 3 users for the price of 1
- 970+ Industry Profiles (Covering over 97% of the US economy and Canada)
- City/County Localized Industry Data
- 3,400+ Local Economic Profiles
- 13 Chapters per Profile
- Sort and Target
- Industry News
- Role-based Prep Sheets
- Credit and Risk Brief
- SalesKit
- Quarterly Email Alerts
- Mobile App Access
- Resource Center
- Interested in Co-branding? Talk to us!
Benefits of Vertical IQ
Become Your Clients' Most Valuable Resource
Your clients need strategic insight about their industries - and the industries they sell to. Understand their 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
- 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 sales presentations, strategic analysis, valuation, litigation support, audit, consulting, and many other services
- 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
BUSINESS PRO
Vertical IQ’s Industry Intelligence Platform
See for yourself why more than 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.
TS_202410_Small Biz Banking Session
Winning the battle for Small Business Clients at American Bankers Small Biz Banking Conference!
Why Becoming a Local Economist is Essential to Identify and Win New Business Opportunities with Small Business Owners, sponsored by RelPro and Vertical IQ
Thursday, October 10 | 9:30 AM PT
After several turbulent years, the nation’s economy stabilized with inflation easing and supply chains normalizing. But what about the economy outside your window? Now more than ever, it’s essential to have your finger on the economic pulse of what’s happening in your city or county— just like a local economist. Understanding trends in your local economy will make it easier to identify which types of businesses you should be engaging within your market, and it will also help you resonate with small business owners and prove yourself to be a “trusted advisor”.
- How to navigate the current economic environment to retain business client relationships and win new business opportunities
- Which insights are essential to know about your local economy
- How business development professionals are leveraging market research, industry data, and sales intelligence to build effective strategies for engaging with local business owners
Learn more about Vertical IQ and RelPro
Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re pitching a local brewery or a national biotech, successful sales, marketing, and customer success teams use Vertical IQ to better understand a prospect’s or customer’s business challenges before, during, and after meetings. Covering more than 540 distinct industries, 3,400 local economies, and more than 97 percent of the U.S. economy, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.
RelPro is a Business Development & Relationship Management solution for professionals in Financial Services and Professional Services. RelPro is used at 50% of the top 50 US Banks, leading Advisory firms, and many regional/ community banks in their Business Banking, Commercial Banking and Wealth Management businesses. It’s RelPro’s coverage of SMB’s (>$1 mm revenues), data quality (e.g. accurate contact details for financial decision makers) and time-saving workflow integration (20 data partners integrated into RelPro, including UCC, CRE, 9900 & 5500 filings; & PPP & SBA loans, and more) that our clients find so valuable.
TS – 202409 – AWBC Conference
We’re excited to Ignite Our Power together at AWBC’s Leadership Conference
Igniting female entrepreneurship starts with empowering the advisors who serve them and is a mission that Vertical IQ is proud to support. It is essential that Women’s Business Center counselors understand the industry-specific nuances that are impacting clients’ businesses. Helping your WBC become more efficient, effective, and impactful begins with harnessing the power of Industry Intelligence.
- Be more confident
- Speak your client's language
- Engage and win more clients
- Retain clients longer
“Being a Business Consultant can be challenging —I must be a ‘jack of all trades’ for the SBDC and the clients I serve. Vertical IQ has been invaluable in its ability to help me learn everything I need to know when a client comes through the door looking for guidance.”
— Business Consultant, University of Georgia SBDC
TS - ASBDC - Fall 2024
Thank you for visiting with us
at America's SBDC Conference!
Small businesses are the backbone of our nation’s economy and our Small Business Development Centers (SBDCs) are the very lifeline these businesses need to stay afloat. It is essential that SBDC counselors understand the industry-specific nuances that are impacting clients’ businesses.
Access some resources below to educate and empower your SBDC.
Register below for Quarterly ASBDC-Specific Vertical IQ Training Sessions:
- October 23, 2024 | 3:00 PM ET
- January 23, 2025 | 3:00 PM EST
- April 15, 2025 | 3:00 PM ET
- July 23, 2025 | 3:00 PM ET
Vertical IQ Resource Center
“Market intelligence is an essential part of every small business’ journey to success. Vertical IQ’s ability to provide that information in a concise, reliable and readily available format to SBDC business counselors drastically improves our clients’ ability to make important and informed decisions.”
— Austin Strawhacker, Associate State Director | Iowa SBDC
SBDC Advisor Resources
SBDC eBook
8 Ways SBDCs Use Industry Intelligence to Help Small Businesses
NC Bankers School of Banking
Industry Intelligence Designed By Bankers For Bankers
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
- Individual Profile Purchases
- Individual Annual Subscription Purchases
- Enterprise Annual Subscription Purchases
*To receive the 10% discount a contract must be signed by 01/25/2025
Take a Test Drive!
Submit the form to schedule time with our team!
919 787 4600
info@verticaliq.com
See VIQ In Action!
TS - Allinial Global - Fall 2024
Hit the gas and drive success with us at Allinial Global's Firm Success Conference!
Allinial Global has partnered with Vertical IQ to provide access to its Industry Intelligence platform. Take advantage of Vertical IQ’s training opportunities to get the most Industry Intelligence— from basic navigation to advanced topic-specific applications.
Register for our upcoming Vertical IQ training sessions:
Vertical IQ Tactical “Fundamentals”
The Vertical IQ Tactical “Fundamentals” is designed to help users gain confidence in navigating the platform through a hands-on, practical learning experience.
Advanced Topic-Specific Training
Topic Specific Training is a live demonstration of how Vertical IQ supports a specific application.
Recorded Trainings
“Your credibility really rises when you can make the connection between the need, the opportunity, and your expertise.”
— Kristen Lewis, Director of Marketing, EisnerAmper LLP | Past-president of Association for Accounting Marketing
For more help getting started using Vertical IQ, contact us below!
TS – 202403 – The ONE Conference
Thank you for attending our session "Consumer Spending, a Driving Force to Commercial Lending"
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence with clients, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
- Generate new business
- Grow existing relationships
- Strengthen underwriting
“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 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
TS | ABA Community Bankers - Spring 2024
Be our Valentine at ABA’s Conference for Community Bankers!
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence with clients, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
- Generate new business
- Grow existing relationships
- Strengthen underwriting
“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 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
TS - SBB - Fall 2023
Thank you for visiting us
at the Small Biz Banking Conference!
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
Download our eBook, “Industry Intelligence Throughout the Bank Enterprise” for simple, actionable tips on how bankers can use Industry Intelligence to save time, build trust, and win more deals!
“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 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
TS - M&A Source - Spring 2024
Thank you for visiting with us at M&A Source's Spring Conference and Deal Market!
M&A Source has partnered with Vertical IQ to provide significant discounts to access its Industry Intelligence platform.
Register for our upcoming Vertical IQ training sessions:
Vertical IQ Tactical “Fundamentals” –
The Vertical IQ Tactical “Fundamentals” is designed to help users gain confidence in navigating the platform through a hands-on, practical learning experience.
Advanced Topic-Specific Training –
Topic Specific Training is a live demonstration of how Vertical IQ supports a specific application.
Recorded Trainings
“Your credibility really rises when you can make the connection between the need, the opportunity, and your expertise.”
— Kristen Lewis, Director of Marketing, EisnerAmper LLP | Past-president of Association for Accounting Marketing
For more help getting started using Vertical IQ, contact us below!
Additional Resources
TS - Most Powerful Women in Banking - Happy Hour - Fall 2023
Most Powerful Women in Banking Happy Hour
Hosted By Vertical IQ
Tuesday, October 3, 2023
5:00 – 7:00 PM
The Press Lounge, at the Ink 48 Hotel
Keep the fun going at American Banker’s Most Powerful Women in Banking Conference in NYC by joining Vertical IQ at The Press Lounge, just a 3 minute walk from the The Glasshouse. Enjoy stunning views of New York City, cocktails with friends, and some great conversations around small business banking and relationship-based intelligence.
TS - Most Powerful Women in Banking - Happy Hour - Fall 2023 - Thank You
You're Confirmed
Most Powerful Women in Banking Happy Hour
Hosted By Vertical IQ
Tuesday, October 3
5:00 – 7:00 PM
The Press Lounge, at the Ink 48 Hotel
We look forward to you joining us at The press Lounge as we celebrate American Banker’s Most Powerful Women in Banking Conference in NYC. We can’t wait to enjoy views of the city, cocktails, and some great conversations around small business banking and relationship-based intelligence.
The Press Lounge
653 11th Ave
16th Floor
New York, NY 10036
Kansas City - Dinner - Fall 2024
The Local Economist: Winning New Business Opportunities
Dinner & Networking for Business Development Executives
Thursday, September 12, 2024
5:00 PM – 9:00 PM
21c Museum Hotel Kansas City
219 W 9th St, Kansas City, MO 64105
Barlow Research Associates, RelPro, and Vertical IQ are pleased to invite you to our exclusive upcoming dinner. Please join us and your fellow Midwest Executives in Financial and Professional Services as we discuss how being an expert on your local economy can help you build trusted relationships with business owners and win more business opportunities.
- How to navigate the current economic environment to retain business client relationships and win new business opportunities
- Which insights are essential to know about your local economy
- How business development professionals are leveraging market research, industry data, and sales intelligence to build effective strategies for engaging with local business owners
Join Us!
Please Register by September 5th
Note: Your contact information will be shared between the host companies, Barlow Research Associates, RelPro, and Vertical IQ.
Meet Your Hosts!
Joel Mueller
Managing Partner & Research Director
Barlow Research Associates
Andrea Moore
Client Executive
Barlow Research Associates
Martin Wise
Chief Executive Officer
RelPro
Sara Allen
Chief Growth Officer
RelPro
Bobby Martin
Chief Executive Officer
Vertical IQ
Susan Bell
Chief Sales Officer
Vertical IQ
Schedule
Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re pitching a local brewery or a national biotech, successful sales, marketing, and customer success teams use Vertical IQ to better understand a prospect’s or customer’s business challenges before, during, and after meetings. Covering more than 540 distinct industries, 3,400 local economies, and more than 97 percent of the U.S. economy, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.
RelPro is a Business Development & Relationship Management solution for professionals in Financial Services and Professional Services. RelPro is used at 50% of the top 50 US Banks, leading Advisory firms, and many regional/ community banks in their Business Banking, Commercial Banking and Wealth Management businesses. It’s RelPro’s coverage of SMB’s (>$1 mm revenues), data quality (e.g. accurate contact details for financial decision makers) and time-saving workflow integration (20 data partners integrated into RelPro, including UCC, CRE, 9900 & 5500 filings; & PPP & SBA loans, and more) that our clients find so valuable.
Since 1980, Barlow Research Associates, Inc. has been dedicated to providing in-depth market research for the commercial Financial Services sector. With a 90% client retention rate and enduring relationships with some of the largest financial institutions in the United States, Barlow has a finger on the pulse of the industry—and its customers.
TS - 202305 - Barlow First Friday Webcast
Thank you for joining us for Barlow's First Friday Webcast!
We know that while trust can be gained, advisory status must be earned.
Fostering a strong relationship with a small business owner goes far beyond knowing basic information, or even details like their birthday or favorite sports team; it begins with a fundamental understanding of their psyche.
By gaining insights into a small business owner’s professional priorities and lived experiences, you can begin to identify ways you and your organization can establish and nurture an advisory-caliber relationship that will truly help a business owner succeed.
Download our Tips For Banking Small Business Owners today!
TS - 202405 - S&P Community Bankers
Thank you for visiting us at S&P's Community Bankers Conference in Irving, TX!
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
Learn more about our partnership with S&P Global.
“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 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
TS - 202406 - Abrigo ThinkBIG
Vertical IQ & Abrigo: Lending Made Easy
Thank you for visiting with us at Abrigo ThinkBIG!
We are excited that Vertical IQ’s Industry Intelligence is available within the Abrigo platform through our partnership to support credit analysts for underwriting, risk analysis, credit memos, and more. With the integration Abrigo users have access to the platform’s financial benchmarks and specialized industry insights right at their fingertips, saving them time and streamlining the lending process.
Integration benefits
- Drive efficiency: The utilization of Vertical IQ throughout the lending process will save users time and drive efficiency by providing the right information, in the right place, at the right time, and having targeted insights at every step of the process. This includes highly relevant Call Prep Questions, which will appear as outstanding activities on Abrigo’s customer summary page.
- Surface relevant content: Vertical IQ’s industry content and insights will be available in Abrigo’s document library, where users can access a Credit and Risk Brief to provide context around an industry after submitting loan application data. This brief will incorporate focused Industry Intelligence that benefits users by solidifying their value proposition.
- Provide support for credit analysts: The underwriting metrics from the Vertical IQ platform will be provided on Abrigo’s Customer Profile, which include benchmarks for analysts to assess risk and underwrite against.
See how the Abrigo integration can help you drive efficiencies!
TS - 202305 - Barlow Business Banking
Thank you for visiting us Barlow Business Banking in Columbus, Ohio!
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
We’re all about relationships. We license Barlow Research’s survey data on usage of banking products by small businesses to give users insight into how frequently specific products are used within each industry.
“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 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
CUNA - Spring 2024
Thank you for visiting us at the CUNA Business Lending Roundtable!
Vertical IQ is excited to be a sponsor of CUNA’s Business Lending Roundtable again this year!
Industry Intelligence offers value across the entire credit union enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence with clients, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
- Generate new business
- Grow existing relationships
- Strengthen underwriting
“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 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
Events
August 18-21, 2024
Charlotte, NC
September 9-13, 2024
Atlanta, GA
September 10-12, 2024
Kansas City, MO
September 9-11, 2024
Cary, NC
September 17-19, 2024
Ithaca, NY
September 19-21, 2024
Hot Springs, VA
October 9, 2024
New York, NY
October 9-10, 2024
Las Vegas, NV
October 15-17, 2024
Las Vegas, NV
October 22-23, 2024
New York, NY
November 12, 2024
Charlotte, NC
