TS - SBB - Tuesday Dinner - Fall 2023 - Confirmation
You're Confirmed
Networking Dinner hosted by Vertical IQ
Monday, November 13, 2023
7:00 – 9:00 PM
Sinatra Bar and Lounge
Wrap up the Small Biz Banking 2023 Conference in Nashville, TN by joining Vertical IQ at Hand Cut Chophouse. Right off of Broadway in the heart of Nashville, enjoy dinner with friends and some great conversations around small business banking and relationship-based intelligence.
Hand Cut Chophouse
135 7th Ave S
Nashville, TN 37203
TS - SBB - Tuesday Dinner - Fall 2023
Networking Dinner hosted by Vertical IQ
Tuesday, November 14
7:15 – 9:15 PM
Hand Cut Nashville
Wrap up the Small Biz Banking 2023 Conference in Nashville, TN by joining Vertical IQ at Hand Cut Chophouse. Right off of Broadway in the heart of Nashville, enjoy dinner with friends and some great conversations around small business banking and relationship-based intelligence.
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 - SBB - Handout - Fall 2023
Thank you for joining us at Small Biz Banking for The Business Owner Mind: How Trusted Advisor Status is Earned Through Understanding
Learn more about the presenting companies, RelPro and Vertical IQ, below.
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.
To learn more, contact: info@relpro.com
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.
To learn more, contact: info@verticaliq.com
TS - M&A Source - Fall 2023
Thank you for visiting with us at M&A Source's Fall 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:
General Vertical IQ Site Training –
General Site Training is a live 30-minute demonstration of essential VIQ platform features and functions.
Advanced Topic-Specific Training –
Topic Specific Training is a live 30-minute demonstration of how Vertical IQ supports a specific application.
Recorded Trainings
- Vertical IQ Navigation Video – Advisors (6 Minutes)
- Vertical IQ Navigation Video – Advisors (15 Minutes)
- The Value of Vertical IQ
“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
TS - ASBDC - Fall 2023
Thank you for visiting with us
at America's SBDC 2023!
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.
Register for our upcoming SBDC-specific Vertical IQ training sessions:
General Vertical IQ Site Training – Exclusively for ASBDC
Advanced Topic-Specific Training – Exclusively for ASBDC
Fill out the form to download our eBook, “8 Ways SBDCs Use Industry Intelligence to Help Small Businesses” for simple, actionable tips on how you can elevate your expertise to help clients succeed!
“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
GET YOUR eBOOK
Additional Resources
Strategizing with Business Owners: Creating Value with Industry Intelligence
TS - ABA - Happy Hour - Fall 2023 - Thank You
You're Confirmed
Executive Happy Hour
Hosted By RelPro, Vertical IQ, and Capital Performance Group.
Thursday, September 28
7:00 – 9:00 PM
P6 at the LINE Austin
We look forward to you joining us at P6 at the LINE as we wrap up the ABA’s Bank Marketing 2023 Conference in Austin, TX. We can’t wait to enjoy views of Austin, cocktails, and some great conversations around small business banking and relationship-based intelligence.
P6 at the LINE Austin
111 E Cesar Chavez St
Austin, TX 78701
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.
Capital Performance Group, LLC (CPG) is a management consulting firm specializing in serving the financial services industry. CPG’s four practice areas are Strategy, Sales & Marketing, Distribution Planning, and Finance/Risk Management. CPG’s success is built on long-term client relationships, customized approaches and practical solutions that deliver tangible results. Their professionals bring deep experience as both practitioners and consultants to every engagement.
TS - ABA - Happy Hour - Fall 2023
Executive Happy Hour
Hosted By RelPro, Vertical IQ, and Capital Performance Group
Thursday, September 28, 2023
7:00 – 9:00 PM
P6 at the LINE Austin
Wrap up ABA’s Bank Marketing 2023 Conference in Austin, TX by joining Vertical IQ, RelPro, and Capital Performance Group at P6 at the LINE, just a 3 minute walk from the conference venue. Enjoy views of Austin, cocktails with friends, and some great conversations around small business banking and relationship-based intelligence.
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.
Capital Performance Group, LLC (CPG) is a management consulting firm specializing in serving the financial services industry. CPG’s four practice areas are Strategy, Sales & Marketing, Distribution Planning, and Finance/Risk Management. CPG’s success is built on long-term client relationships, customized approaches and practical solutions that deliver tangible results. Their professionals bring deep experience as both practitioners and consultants to every engagement.
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 - 202305 - S&P Community Bankers
Thank you for visiting us at S&P's Community Bankers Conference in Frisco, 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!
See for yourself! Submit the form to claim your free VIQ Industry Profile.
“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
A member of our team will be in contact to send you your desired Industry Profile!
TS - 202305 - Abrigo ThinkBIG
Vertical IQ & Abrigo: Lending Made Easy
Thank you for visiting with us at Abrigo ThinkBIG in Miami, FL!
We are excited that Vertical IQ’s Industry Intelligence will be available within the Abrigo platform to support credit analysts for underwriting, risk analysis, credit memos, and more. With the integration Abrigo users will 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 Las Vegas, NV!
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. Learn more about our relationship here.
“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 2022
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
Check out our new Role-Based Call Prep Sheets!
TS - ASBDC - Fall 2022
Thank you for visiting with us
at America's SBDC 2022
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.
Download our eBook, “8 Ways SBDCs Use Industry Intelligence to Help Small Businesses” for simple, actionable tips on how you can elevate your expertise to help clients succeed.
Save time, build trust, and win more deals with the use of Industry Intelligence!
“One thing I like to do with each of my clients is make sure that we send them something tangible after a meeting. Now, of course, we do that via email or U.S. Mail, but I make sure I have an article or something that they can take with them and review — something current that they haven’t read before or experienced before that will provide them with the latest insights into their industry.”
— Mark Christian, Director | Missouri SBDC
GET YOUR eBOOK
Additional Resources
Elevate Your Expertise To Help Clients Succeed Within Their Niche
TS - SBB - Monday Dinner - Fall 2023
Networking Dinner
Hosted By RelPro and Vertical IQ
Monday, November 13
7:00 – 9:00 PM
Sinatra Bar and Lounge
Kickoff the Small Biz Banking 2023 Conference in Nashville, TN by joining Vertical IQ and RelPro at Sinatra Bar and Lounge. Right next to the famous Printer’s Alley, enjoy views of Nashville, dinner with friends, and some great conversations around small business banking and relationship-based intelligence.
TS - SBB - Monday Dinner - Fall 2023 - Confirmation
You're Confirmed
Executive Dinner
Hosted By RelPro and Vertical IQ
Monday, November 13, 2023
7:00 – 9:00 PM
Sinatra Bar and Lounge
Kickoff the Small Biz Banking 2023 Conference in Nashville, TN by joining Vertical IQ and RelPro at Sinatra Bar and Lounge. Right next to the famous Printer’s Alley, enjoy views of Nashville, dinner with friends, and some great conversations around small business banking and relationship-based intelligence.
The Sinatra Bar and Lounge
222 4th Ave N
Nashville, TN 37219
