We are proud to offer the AR and Inventory Reliance Score Reports as a free service to lenders across the United States quarterly. Each report highlights the top industries that are likely to seek short-term working capital financing from lenders.
We hope you find the AR and Inventory Reliance Score Reports to be beneficial.
Be a Strategic Accounting Advisor with Industry Intelligence
Make The First Meeting Feel Like The Third
Thousands of accountants trust Vertical IQ to help them win new clients by becoming business experts across industries. Our easy-to-digest industry insights helps you:
Differentiate you from the competition
Build valuable, lasting relationships
Get started with Vertical IQ today for only $110 per month!
Our Individual Subscription will give you access to our Industry Intelligence so that you can provide your clients with tailored recommendations informed by the latest industry data, helping you be an invaluable asset to your clients.
Subscribe, Pay, Start Winning Business
Fill out the form, pay and receive exclusive access to Industry Intelligence that'll grow your firm!
Industry Profiles covering over 97% of the US economy and Canada
3,400+ Local Economic Profiles
Industry News
Sorting and Targeting Ability
Quarterly Update Emails
17 Chapters per Profile
SalesKit
Industry Briefs
Mobile App Access
Much, Much More!
Benefits of Vertical IQ
Become Your Clients' De Facto CFO
Your clients need strategic insight that goes beyond accounting guidance. Understand their industry and 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
Offer financial comparisons and 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 valuation, litigation support, audit, consulting, and other engagements
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
TESTIMONIAL
I was working with a lumber distributor who asked me about certain financial metrics within the industry. I did some research on Vertical IQ before the call and was able to reference the “million board feet”; a form of measurement in the lumber world. He was so impressed and it built a strong foundation of trust between us. This is a great tool to show customers that we have done our Research!
Vertical IQ’s Information is used to give me more rounded knowledge about the client and their business history. When I have a customer needing their business valuated, I will go into Vertical IQ to find key business questions and answers to bring to the table. Customers appreciate when we use their keywords and terminology, which helps me feel confident in what I’m saying.
A trusted advisor uses Vertical IQ on a weekly basis to include in his Business Valuations. He is not new to Industry Intelligence platforms and specifically uses Vertical IQ for the market pricing and valuation metrics. Once the data is collected from the platform, it’s added into all client reports which are used to determine the value of their unique business. He is confident that Vertical IQ is a tool he will use continuously.
The financial benchmark data is very helpful. We use it to offer guidance to our clients when their spending is limited compared to the rest of the industry. We also use the guidelines within the Business Valuation chapter when a client is considering selling their business.
Your credibility really rises when you can make the connection between the need, the opportunity, and your expertise.
Each quarter Vertical IQ and Lendovative will deliver the AR Reliance Score — a sales tool for lenders that provides accounts receivable (AR) financing to SMBs in the United States. The AR Reliance Score serves as an indicator of how likely specific NAICS groups are to need receivables financing over the short term.
We hope you find this new AR Reliance Score sales to be beneficial. Be on the lookout for its companion: the Inventory Reliance Score.
Download the entire report of 150 industries today for all of your short-term financing needs.
Vertical IQ addresses the unique business specifics of multiple industries. Find out how we can help you win in:
Accounting
Banking
Small Business Development Centers
Technology
Industry Leaders Trust Industry Intelligence
Forward-thinking industry leaders rely on Vertical IQ to go further, faster.
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
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
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
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
According to the Wall Street Journal, banks’ share of total commercial and industrial lending is at a mere 22 percent. It’s a symptom of banks serving Main Street less and many businesses seeking nontraditional lending sources. It’s time to re-energize your focus on small business banking. Do you really understand how they operate? What affects their decision-making? What gets their attention? Can your products or services address the critical gaps they need to fill?
This webinar features Mary Beth Sullivan, managing partner for Capital Performance Group and top banking thought leader, and Bobby Martin, Vertical IQ CEO, former banker, and author of The Hockey Stick Principles.
Learn how prioritizing small business banking can help you:
Understand why small business needs to be a high-priority growth segment for your bank.
Develop effective niche strategies, value propositions, marketing, and distribution models for acquiring more small business customers.
Analyze the motivations behind a small business’ decision to switch banks and assess what you must do to win and retain more business.
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!
Leverage specific, timely, and relevant insights to:
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
Submit the form below to claim your free Industry Profile! A member of our team will be in touch.
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.
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.
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.
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.
Readiness Wins! Build stronger relationships and sales through actionable, convenient, and focused Industry Intelligence covering more than 97% of the US Economy.
Prospecting doesn’t end with company and contact information found in Sales Intelligence solutions. Advisory-focused Industry Intelligence tells you precisely what to say with clarity, relevance, and confidence.
Save time, boost confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
“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.”
Whether you’re in sales, marketing, or account management — in banking, accounting, insurance, consulting, or tech — we believe that having access to the right tools and insights is key to truly connecting with customers and prospects.
But don’t just take our word for it. For this eBook, we went straight to the experts, interviewing thought leaders, industry experts, and subject matter experts (SMEs) to understand what Sales Readiness means to them.
It’s time to use Industry Intelligence to boost your accounting firm’s marketing success!
We’re excited to offer exclusive member discounts through our partnership with M&A Source. Schedule a demo to learn how we can help your firm’s practice.
“Winning business is not about how smart we are…it’s really about understanding the issues that companies are facing, figuring out how to offer them a solution that’s a little different from your competitors’, and then talking to the client in their own language.”
Thank you for visiting us at the Financial Brand Forum!
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.”
Introducing our newest collaboration with Trophy Brewing Co.– Vertical IQ’s Readiness Wins IPA. A beloved “white-label” Session IPA from one of Raleigh’s most popular brewing distributions. As we like to say, Readiness Wins. Learn how Industry Intelligence can be a vital tool to help you win more business.
Vertical IQ is a nationally recognized leader in Industry Intelligence. Successful Sales, Marketing, and Customer Success teams use Vertical IQ to better understand a prospects business challenges before, during, and after meetings. Here at Vertical IQ we equip our users with the confidence and credibility to make memorable first impressions and sustain enduring relationships all with just a little help from Industry Intelligence!
Download our eBook, “Unlock Sales Readiness: Advice from the Experts” where we ask leaders, industry experts and SME’s about what Sales Readiness means to them. See how being ready can help you win!
For marketing leaders, managing partners, and accounting firms, knowing and engaging your prospects is key when it comes to business growth. There are always “greener pastures” when it comes to firms that clients can choose from – whether it boils down to pricing, convenience, quality of service, or a number of other factors – so it is important to “wow” your prospects in order to increase the likelihood they will choose your services.
So what can your firm provide to separate itself from the rest of the pack? What will it take for you to knock off the socks of your prospects and get to know them in a way other firms cannot?
Watch this on demand webinar with Lerman Strategies and Vertical IQ on the role industry specialization plays in differentiating your firm, growing your business, and retaining the very best clients. It doesn’t simply come down to knowing your clients: it’s about understanding the what, how, and why behind their wants, goals, and needs.
You will learn how industry specialization:
Provides quality, timely, and accurate information to meet the demands of industry-specific clients, both new and existing
Assists in starting and implementing a programmed strategy for client experience in order to save time and effort
Reduces the risk of errors and maximizes the opportunity to give good advice
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.
Vertical IQ’s Industry Intelligence - Made for One
Designed for professionals who understand the value of being prepared, our Individual Subscriptions make a single user feel like a team of many hands. Get your unique access to the specific,timely, and actionable Industry Intelligence Vertical IQ has to offer though our Individual User Subscription.
Get going with an Individual Subscription to Vertical IQ.
Gain your unique access to the full Industry Intelligence platform of Vertical IQ. Information is designed and displayed to be actionable, insightful, and convenient. Let us help you win more business and expand your relationships.
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
Barlow Research Webcast Featuring Vertical IQ CEO Bobby Martin
Recently our co-founder and CEO, Bobby Martin, was featured on a Barlow webcast discussing how banks can gain expertise by developing niche industries and asking better questions.
For a limited time, Barlow is offering a free playback of the entire session. To take advantage, fill out the form and Barlow Research will send you the recording by February 12!
This Offer Has Expired - Please Contact Us at info@verticaliq.com if you are interested in the webcast!
Industry Intelligence Throughout the Bank Enterprise
If you think that Industry Intelligence is only for small business and commercial bankers, our eBook, Industry Intelligence Throughout the Enterprise, is for you!
Join us for a trip around your bank organization to learn simple, actionable tips about how bankers in nearly every line of business can put Industry Intelligence to use to save time, build trust, and win more deals. We’ll explore:
Small Business/Branch/Virtual Banking
Credit Underwriting
Bank Marketing
Private Equity/Commercial Banking
Treasury Management
Small Business Platform Lending
Wealth Mangement/Investments
Group Banking
Commercial/Business Card Services
...and of course, Business/Commercial Banking
Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence. Download Industry Intelligence Throughout the Enterprise today to get started!
Vertical IQ’s Industry Intelligence - Made for One
Designed for professionals who understand the value of being prepared, our Individual Subscriptions make a single user feel like a team of many hands. Get your unique access to the specific,timely, and actionable Industry Intelligence Vertical IQ has to offer though our Individual User Subscription.
Get going with an Individual Subscription to Vertical IQ.
Gain your unique access to the full Industry Intelligence platform of Vertical IQ. Information is designed and displayed to be actionable, insightful, and convenient. Let us help you win more business and expand your relationships.
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
GET A DEMO
Vertical IQ’s Industry Intelligence Platform
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.
Industry Intelligence is not a one-trick pony! Vertical IQ helps across many different departments and teams within the bank enterprise. See where and how we help below.
DISCOVER THE POWER OF KNOWLEDGE
Discover the power of Vertical IQ throughout the entire bank — get started today with a free demo.
Social Selling: From Content to Conversations with Brynne Tillman
In order to seal the deal on a new sale, you first must earn a conversation with the right decision-maker. Then, in your communications with that leader, you need to differentiate yourself from the competition and nurture the relationship by offering value. Simply pitching features and benefits won’t cut it.
But how do you even get your foot in that decision-maker’s door when face-to-face meetings are off the table? One avenue is through the effective use of social media, especially LinkedIn.
Watch this webinar presented by digital marketing expert Brynne Tillman, who shares her advice on how to harness the power of social selling, incorporate Industry Intelligence to tailor your prospect communications via social media, and win over that key decision-maker.
You will win more deals and expand existing relationships because Vertical IQ...
Is designed specifically for sales call preparation and winning more customers. Our Industry Profiles meet the call preparation needs of advisors and sales professionals who are calling on businesses. Featuring concise videos, call prep summaries, client-shareable content, and summary dashboards, each profile includes tailored call prep questions and industry news articles to help prepare for sales calls quickly.
Helps teams incorporate Industry Intelligence into their sales process. Our proprietary SalesKit offers tools to help your team incorporate industry insights into sales activities throughout the sales process. We even provide videos with tips from proven sales experts. Vertical IQ delivers more than just industry research; we give your team the tools to help put that research into action.
Has more timely content: Our Industry Profiles are updated monthly with new industry news articles, employment figures, and wage data, and we also include Quarterly Insights for each profile. Our competitors only make updates to their profiles every six months. Plus, we review the entire profile at least annually.
Includes customizable content. We allow our customers to add their own customized content to their user interface for each Industry Profile — for example, highlighting their credit risk appetite for that industry. We also allow users to add their own notes to each industry. There are no customization options offered by the competition.
Offers local economic data.In order to offer expertise in your local markets, we provide up-to-date local economic and real estate data for over 3,400 metropolitan statistical areas and counties in the U.S. Our competition provides little or no local economy data.
Offers robust credit underwriting content and industry risk ratings. The enhanced Credit Underwriting and Risks insight contains useful data to inform lenders’ credit decisions. It includes all of the platform’s previously available industry and company risk-related content, plus a proprietary Industry Risk Rating, key industry and economic performance metrics, a Financial Comparison Toolkit, and industry-specific credit underwriting-related questions to consider before lending.
Has banker-specific intelligence. Our Industry Profiles contain certain banking-specific content, such as banking solutions for specific industry issues, bank product usage by small businesses, examples of capital equipment purchases, and working capital challenges. The competition doesn’t.
Lists and analyzes financial benchmarks. Our Industry Profiles include industry averages for common financial benchmarks such as current ratio, quick ratio, days inventory, days receivables, etc. We also include average income statements and balance sheets for use in analyzing the financial strength of a prospective customer. You won’t find this on the competition’s site.
THE INSIGHTS YOU NEED TO SUCCEED
Want to increase your team’s IQ?
Vertical IQ’s Industry Intelligence has been incorporated into the successful relationship management processes of organizations of all types and sizes. Now, discover the power of Vertical IQ for yourself. Let’s get started today!
Why Business Bankers Should Adopt a Vertical Sales Model and How to Do It
Most business bankers are generalists who base their sales model on geography alone. However, business owners continually state that they prefer industry-specific guidance from their banker.
Download our white paper, Why Business Bankers Should Adopt a Vertical Sales Model and How to Do It, and learn the best way to incorporate Industry Specialization into your sales process using industry research tools. This simple solution that many of your competitors are overlooking offers an opportunity for bankers to produce differentiated sales results and deliver better customer service.
5 Essential Trust-Based Strategies for Business Banking Success Today
79 percent of business buyers of banking products say it’s critical that a salesperson understand their specific business needs. But 9 out of 10 companies report that their bank provides them with no industry-specific information that can add value to their business.
If bankers aren’t adding value to the business relationships, why do we even have bank calling officers?
Not only are bankers not making the effort to gain the deeper understanding of industries that could give them a competitive advantage — most bankers aren’t even aware the landscape has shifted so dramatically. This knowledge gap has created a trust deficit between buyer and banker. In an age where earning trust is foundational to sales and business banking success, how can bankers adapt their strategies to better differentiate themselves and meet their buyers’ evolving needs.
Annual Subscription for $1,200/user (+10% discount)
