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
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
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
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
202302_ABA_Retargeting Campaign
BECOME AN INDUSTRY EXPERT IN AN INSTANT
Step right into the role of trusted ally and
tilt the sales advantage to your favor.
Armed with Vertical IQ, you’re ready for every engagement faster and easier than ever before. Our actionable, convenient, and focused Industry Intelligence gives you the edge — every time.
INDUSTRY INTELLIGENCE
Capitalize on the power of Industry Intelligence to conduct more productive sales conversations and make more connections. With Industry Intelligence, you get direct access to WHAT is impacting prospects today, and HOW you can help -- not just WHO they are.
ACTIONABLE, CONVENIENT AND FOCUSED
Go beyond the basics of traditional sales tools with actionable, convenient, and focused Industry Intelligence that helps you quickly grasp the complexities of your prospects’ and customers’ businesses and industries, so you can solve their most pressing problems.
INVESTED IN YOUR SUCCESS
We’re not just collecting and delivering data. We have a passion for training and coaching, providing custom services, and maintaining an industry-leading customer experience. Plus, we’re super-nice, easy to work with, and really want to help you win.
OUR CUSTOMERS
Organizations of all sizes rely on Vertical IQ to win, grow, and retain more business. Find out what they’re saying about us and how they’re using Vertical IQ to skip over sales obstacles and close more deals.
ARE YOU READY?
Arm yourself for every engagement.
Experience the Vertical IQ difference and start using Industry Intelligence as your secret weapon.
Events
June 3-6, 2024
Phoenix, AZ
June 3-6, 2024
Las Vegas, NV
June 9-12, 2024
Amelia Island, FL
August 18-21, 2024
Charlotte, NC
September 9-13, 2024
Atlanta, GA
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
