Thousands of advisors, consultants, CPAs, and bankers trust Vertical IQ to make them instant experts on their clients’ industries.
Prep for client meetings by understanding your client’s industry
Assess competitive best practices to help your client's 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
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
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.
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
Created for advisors of people starting a business, sales professionals, CPA’s, accountants, consultants, M&A advisors, bankers, lenders, investors, insurance companies, business valuator, and private equity firms.
What Will You Gain By Downloading?
You level up your deal-closing game, supercharge your client relationships, and embark on a journey of outperforming competitors.
Trusted By:
Frustrated with Missed Opportunities and Lackluster Client Retention Rate?
Business advisors and sales professionals struggle to build credibility and engage clients effectively without reliable industry insights and trusted industry-specific data, leading to missed opportunities and lower client retention.
Let Industry Intelligence Do the Heavy Lifting.
Join the thousands of other business professionals and leverage the power of industry-specific data to transform your sales approach and achieve sustainable business growth.
Download our Free eBook to discover 15 actionable business strategies for building credibility and delivering valuable insights to your clients.
Establish yourself as an expert by asking insightful questions and using relevant industry-specific terminology.
Save Time on Industry Research
Quickly access on-demand US economic data, industry insights, and statistics with Vertical IQ's Industry Intelligence tools, freeing up more time for revenue-generating activities.
Deliver Valuable Insights
Share timely and relevant industry research with clients, differentiating yourself from competitors and proving your value.
Our Free eBook Empowers You With:
Industry-Specific Questions
Discover how to ask the right questions that highlight your expertise and build credibility with clients.
Efficient Research Methods
Learn business strategies and techniques to quickly gather and utilize industry economic data, saving you valuable time.
Client Engagement Tactics
Implement business strategies to stay top-of-mind with clients by sharing timely and relevant industry research, ensuring long-term engagement and trust.
Competitive Analysis
Gain industry insights into how your clients stack up against competitors, helping you provide more valuable guidance.
Risk Management
Identify and discuss industry-specific risks with clients, helping them to make informed business decisions.
As the founder and CEO of Vertical IQ, I’ve dedicated my career to helping sales professionals leverage industry-specific data to close more deals and retain clients.
My journey began in the banking industry, where I observed that team members who consistently used industry-specific data were more successful.
This insight led me to create Vertical IQ, making reliable, real-time industry research accessible to all. With decades of experience, I’m excited to share 15 secrets that can transform your business today.
Founder & CEO of Vertical IQ
"We are presenting ourselves as industry experts and trusted advisors. That doesn’t come from our inherent ability but from our acquired ability — from our partners like Vertical IQ."
– Ray Skaug, President of Rainer Business Intelligence
"Vertical IQ's Industry Intelligence is important because even if you're a professional and you've been working in the industry, you just can't remember everything."
- Melina Naidu, Manager at Marcum LLP
“Vertical IQ is going to make our whole team sound more professional and really inspire more confidence with the client.”
– Bryan Acuto, Equity Partner and Director of Operations for Cunningham & Associates
"Vertical IQ helps us build a picture of a specific small business vertical and understand what the addressable market opportunity looks like.”
- Mike Viney, Research and Innovation Strategist at Nymbus
Enter your information below to get your free eBook:
Grow Your Accounting Firm with Industry Intelligence
Make The First Meeting Feel Like The Third
Thousands of accountants trust Vertical IQ to help them seal the deal and impress 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 $450 per quarter!
Our Business Pro package 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.
Speak With Us Before Purchasing
What's Inside Vertical IQ
What's Included in Business Pro
3 users for the price of 1
970+ Industry Profiles (Covering over 97% of the US economy and Canada)
Your potential clients need strategic insight that goes beyond accounting guidance. Win their business by understanding 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 potential client’s industry - without spending a ton of research time.
Shareable Content
This is content clients and prospects want, so delight them by sharing it! Deliver financial comparisons and detailed local economic data, separating you from the competition.
Support Your Recommendations
Validate industry trends for valuations, litigation support, audits, and more.
How Does Vertical IQ Help Me?
Prep for prospect meetings by understanding your client’s industry
Offer financial comparisons and assess competitive best practices to help potential clients and win their 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
Offer strategic planning services, such as helping clients decide 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.
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 $450 per quarter!
Our Business Pro package 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.
Speak With Us Before Purchasing
What's Inside Vertical IQ
What's Included in Business Pro
3 users for the price of 1
970+ Industry Profiles (Covering over 97% of the US economy and Canada)
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.
Vertical IQ addresses the unique business specifics of multiple industries. Find out how we can help you win in:
Accounting
Banking
Business Process Outsourcing
Insurance
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
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 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 with Industry Intelligence’s help!
“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.”
We collaborated with Trophy Brewing Co. to create – 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 prospect’s 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!
In addition, our first-of-its-kind Localized Industry Data gives you access to industry-specific local market data down to the metropolitan statistical area (MSA) and county level — precise insights that have previously been difficult to find in one place — allowing you to understand the factors driving the success of local businesses.
Industry Intelligence is not a one-trick pony! Vertical IQ helps across many different departments and teams throughout the enterprise. Please take a look at 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.