TS - RMA Northern Ohio Chapter Talk - Thank You

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A Look at Commercial Spending's Impact on Commercial Lending Handout

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TS - RMA Northern Ohio Chapter Talk

Thank you for joining us, members of RMA's Northern Ohio Chapter!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about our Localized Data enhancement!

Download our Session Handout


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TS - SBB - Fall 2023

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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

GET YOUR eBOOK

We’d love for you to schedule more time with us.

Let's Talk

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

Fill out the form below to download the presentation.


TS - RMA Great Smokies Chapter Talk

Thank you for joining us for RMA's Great Smokies Chapter Meeting!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Learn more about VIQ today


TS - M&A Source - Spring 2024

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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

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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.

RSVP Now!

For any questions or concerns, please email marketing@verticaliq.com.


TS - Most Powerful Women in Banking - Happy Hour - Fall 2023 - Thank You

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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 - RMA Central Indiana Chapter Talk

Thank you for joining us, members of RMA's Central Indiana chapter!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Download our Consumer Spending, a Driving Force to Commercial Lending Handout


8 Ways SBDCs Use Industry Intelligence to Help Small Businesses

TS - ASBDC - Fall 2023

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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

Workshop HandoutSlide Deck

TS - RMA Upper SC Chapter Talk

Thank you for joining us for RMA's Upper South Carolina Meeting!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Learn more about VIQ today


TS - RMA CLC Conference- Spring 2023

Thank you for joining us in San Diego for RMA's Chapter Leaders Conference!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Submit the form to claim your free VIQ Industry Profile!

A member of our team will be in touch!


TS - Thank You - Profile Request

THANK YOU FOR YOUR INTEREST IN VERTICAL IQ!

A member of our team will be in touch soon with your complimentary Industry Profile.

We'd love to show you why nearly 60,000 users trust Vertical IQ to build valuable, lasting relationships by having smarter conversations.

Schedule Time With Our Team

Thank You - Barlow Webcast One-Pager Download

Thank you for joining us for Barlow's First Friday Webcast: Exploring the Mind of the Small Business Owner

Download the Tips for Banking Small Business Owners Guide Below

Download Now

TS - 202305 - Barlow First Friday Webcast

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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!

Download the 'Tips for Banking Small Business Owners' One-Pager

Curious how Industry Intelligence helps you earn trusted advisor status? Schedule some time with us!

Let's Talk

TS - RMA Orange County Chapter - Spring 2023

Thank you for joining us for 'Growth and Retention Strategies in Finance' with RMA's Orange County Chapter!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Submit the form to claim your free VIQ Industry Profile!

See the entire VIQ Industry List here.

A member of our team will be in contact to send you your desired Industry Profile!


TS - RMA Triangle Chapter Event - Spring 2023

Thank you for joining us for 'Consumer Spending, A Driving Force to Commercial Lending' with RMA's Triangle Chapter!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about VIQ + RMA

Submit the form to claim your free VIQ Industry Profile!

See Entire VIQ Industry List

A member of our team will be in contact to send you your desired Industry Profile!

We'd love for you to schedule more time with us.

Let's Talk

TS - RMA CAVA - Spring 2024

Going Back to Basics at RMA's CAVA Conference!

It’s time to use Industry Intelligence for comprehensive insights, helping you make informed lending decisions.

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!

Vertical IQ & RMA: Stronger Together.

  • Gain Advisor Status
  • Make Better Credit Decisions
  • Deepen Customer Relationships

Learn More about our Localized Data enhancement!

Get in touch with us below

A member of our team will be in contact!


TS - 202405 - S&P Community Bankers

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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

Let's Talk!


TS - 202406 - Abrigo ThinkBIG

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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!

Let's Chat!

Covering more than 97 percent of the economic revenue in the U.S. and Canada, Vertical IQ’s timely, specific, and relevant Industry Intelligence provides actionable and targeted industry content that enables users to build confidence and credibility and better engage with prospects and customers.
See a sample of the industries we cover!


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TS - 202305 - Barlow Business Banking

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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

Let's Talk!


8 Ways SBDCs Use Industry Intelligence to Help Small Businesses

TS - ASBDC - Fall 2022

VIQ logo

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

Workshop HandoutSlide Deck

Industry Intelligence Throughout the Bank Enterprise

TS - S&P Global - Spring 2022

Thank you for visiting with us
at S&P Global in Dallas, TX!

Download Vertical IQ’s eBook, “Industry Intelligence Throughout the Bank Enterprise.”

In this ebook, you will learn some simple, actionable tips on how different groups can save time, build trust, and win more deals with the use of Industry Intelligence.

GET YOUR eBOOK

Industry Intelligence Throughout the Bank Enterprise

VIQ Feature Image - Local Market Monitor

Events

S&P Community Bankers Conference

Event DetailsLet's Grab a Coffee

May 20-21, 2024


Dallas, TX

Barlow's Business Banking Conference

Event DetailsLet's Grab a Coffee

May 21, 2024


Columbus, OH

June 3-6, 2024


Phoenix, AZ

AICPA and CIMA Engage

Event DetailsLet's Grab a Coffee

June 3-6, 2024


Las Vegas, NV

Insurtech Insights USA

Event DetailsLet's Grab a Coffee

June 5-6, 2024


New York City, NY

NC Bankers Annual Convention

Event DetailsLet's Grab a Coffee

June 9-12, 2024


Amelia Island, FL

Allinial Global's Firm Success Conference

Event DetailsLet's Grab a Coffee

August 18-21, 2024


Charlotte, NC

America's SBDC's Annual Conference

Event DetailsLet's Grab a Coffee

September 9-13, 2024


Atlanta, GA

New York Bankers Association's The Business of Banking Conference

Event DetailsLet's Grab a Coffee

September 17-19, 2024


Ithaca, NY

Pennsylvania Association of Community Bankers Annual Conference

Event DetailsLet's Grab a Coffee

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

The Most Powerful Women in Banking Conference

Event DetailsLet's Grab a Coffee

October 22-23, 2024


New York, NY

Barlow's Business Banking Conference

Event DetailsLet's Grab a Coffee

November 12, 2024


Charlotte, NC