eBook - Win Clients and Deliver Value (VIQ Version)

Real-time Market Insights
to Drive Smarter
Business Decisions
In this eBook, we share 15 simple tips that will help you transform industry knowledge into a competitive business advantage.
Our eBook Empowers You With:
Industry-Specific Questions
Discover how to ask questions that highlight your expertise and build credibility with clients.
Efficient Research Methods
Learn techniques to quickly gather and utilize industry data, saving you valuable time.
Client Engagement Tactics
Implement strategies to stay top-of-mind with clients by sharing timely and relevant insights, ensuring long-term engagement and trust.
Competitive Analysis
Gain insights into how your clients stack up against industry peers, helping you provide more valuable guidance.
Risk Management
Identify and discuss industry-specific risks with clients, helping them to make informed decisions.
"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
Download our eBook to discover 15 actionable strategies for building credibility and delivering valuable insights to your clients.
Webinar - Vertical IQ + Social Sales Link
On-Demand Webinar
Leveraging Vertical IQ to Find Content That Starts Conversations on LinkedIn


Posting on LinkedIn is easy enough, but stopping your connections from scrolling is a whole other challenge. How do you consistently find and share content that not only grabs attention but sparks meaningful conversations? Enter Vertical IQ, your secret weapon to understanding industry-specific insights and trends.
This webinar features Official LinkedIn Sales Insider, Brynne Tillman, and Chief Sales Officer of Vertical IQ, Susan Bell, where they share actionable ways to discover compelling content tailored to your target industries without sounding salesy.
- How to identify hot topics and emerging trends that fuel conversation
- Tips to source content that provides value to your clients and those they serve
- Ways to utilize data-driven insights from Vertical IQ to create thoughtful social posts to position yourself as a trusted expert
Webinar - RelPro and VI – Spring 2024
On Demand Webinar
Leveraging Data & Insights to Power Credit Union Commercial Lending Strategies


Credit unions are proud of their reputation as community-focused financial institutions that perform an integral role in their local economies. Many credit unions are looking to make a greater impact on their communities by expanding and diversifying their business lending. As credit unions make the push into the commercial & industrial lending space, their ability to efficiently leverage industry insights and company/contact intelligence to support their business lending initiatives can be a game-changer and help them stay competitive in winning the trust of business owners.
Watch this on demand webinar with RelPro on how Industry Intelligence and company/contact data can help empower credit unions to increase their C&I lending initiatives.
- Efficiently identifying potential commercial contacts and business members
- Leveraging industry intelligence to build trust and credibility
- Optimizing relationship management with access to integrated intelligence on companies and business executives
WBN - Becoming a Local Economist is Essential – Spring 2024
While a crystal ball into the future might not exist, we have something even better: statistics, including macroeconomic and local market insights. In this webinar Bobby Martin, Vertical IQ’s CEO and founder of financial advising firm, Tilly, shares his thoughts about why trusted advisors should become experts on their local economies. This webinar provides practical applications of how MSA-level economic data, available in the Vertical IQ platform, enables professionals to become local economists and therefore better trusted advisors.
- How understanding your local economy benefits your career
- Which insights are essential to know about your local economy
- Using local trends to efficiently assess lending or investing risk with greater precision
- A tour of our game-changing Localized Industry Data that is now available in the Vertical IQ platform
To understand what drives the success of a local company, it’s not enough to just know the economic landscape at the national level — or even the state level. Trusted advisors need to understand what is going on at the city or county level.
Localized Data by Vertical IQ
Localized Industry Data from Vertical IQ
To understand what drives the success of a local company, it’s not enough to just know the economic landscape at the national level — or even the state level. Trusted advisors need to understand what is going on at the city or county level.
Targeting select industries allows you to become a knowledgeable and valuable asset to your clients. And when you are well-versed on the ins and outs of an industry at the local level — how they operate, common challenges, the latest trends, and more — you can offer more tailored solutions to meet your clients’ unique needs and help them succeed.
No more wasted time. No more guesswork. Just the reliable, actionable Industry Intelligence needed to make informed decisions. Download our free eBook, Choosing the Right Path: Targeting Industries in Your Local Market, to learn how an industry-specific local market sales strategy can help you boost sales.
eBook - Unlock Sales Readiness Banking Edition
Unlock Sales Readiness:
Advice from the Experts
BANKING EDITION
Want to learn more ways business and commercial banking, credit underwriting, wealth management, retail branches and more can benefit from Industry Intelligence? We believe that having access to the right tools and insights is key to truly connecting with customers and prospects.
For this eBook, we went straight to the experts, where we tap into the expertise of leaders and successful bankers to learn how they utilize Industry Intelligence from Vertical IQ.
See how being ready can help you win!
Webinar - Accounting ADP_Win, Grow and Retain Business – Summer 2023


The accounting profession has been faced with a growing list of opportunities regarding growth of technology, client retention, compliance, and firm transformation. For an accountant, knowing and understanding your client’s industry is key when it comes to strengthening relationships, mitigating risk, and generating new business opportunities. Industry Intelligence will allow your firm to deliver specific, timely, and relevant information.
So what can you do to remain a trusted advisor to your clients while also winning, growing, and retaining more business?
Watch this on demand webinar with ADP on how Industry Intelligence can help empower accountants to strengthen client relationships and establish their reputation as “industry experts.”
- Assists in staying ahead of current industry trends along with insights on key buyers and suppliers
- Provides new strategies to build and strengthen client relationships while also emphasizing your role as a trusted advisor
- Generates new business opportunities throughout the enterprise
eBook - A Credit Renaissance
A Credit Renaissance: Reduce Underwriting Lending Risk and Revive the Lost Art of Credit Analysis Using Industry Intelligence
Let us paint a picture: At many banks, your most seasoned lenders are retiring, replaced by green bankers who lack hard-won experience and in-depth knowledge about your commercial credit prospects. Add to the picture the fact that some of your newer bankers may simply be checking boxes when gathering data and documentation on a prospective credit deal, lacking the financial accounting skills needed to accurately analyze salient details.
A lot is riding on the credit lending decisions made by banks’ chief lending officers and chief operating officers, but you’re only as good as the information your credit team provides.
In this ebook, written in collaboration with Credit Training, Inc. founder David Nicholson, you’ll learn how less-experienced credit analysts, portfolio managers, and commercial lenders on your team can utilize Industry Intelligence to paint a detailed picture of the prospect’s financial situation, while also saving time. We will explore:
- Why access to credit is the backbone of small businesses
- The mindset of an effective analyst
- How understanding credit and industry helps lenders better analyze a company
- The art and science behind an effective credit write-up
- Ways to add depth and context to credit analysis using Industry Intelligence
Ready to commence a credit renaissance at your bank, incorporating Industry Intelligence into your lending processes to reduce risk and improve credit analysis? Download this free ebook today!
Webinar - Drive Business Growth
Drive Business Growth by Optimizing Your Bank’s Sales Technology Investments
Identifying and investing in the right business development and relationship management solutions is important. Taking a strategic approach to deploying these resources to your bankers is key to producing the best outcomes. Join Salesvue VP of Sales Adam Thomas, Vertical IQ VP of Strategic Partnerships Paul Hock and RelPro Chief Customer Officer Lauren Meyers as they discuss the power of streamlined sales technology enablement.
- Streamline your end-to-end business development process.
- Leverage sales technology for more effective outreach and engagement.
- Drive adoption of your technology investments across your organization.
Submit the form to receive an email containing the webinar recording.
GET YOUR WEBINAR

Webinar - Small Business Banking - Spring 2023


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 bolster your relationships:
- Understand why small businesses need 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's decision to switch banks and assess what you must do to win and retain more business.
eBook - Ace Your Sales and Marketing with Industry Intelligence
Ace Your Sales and Marketing with Industry Intelligence
Today’s business owners are looking for a trusted advisor who they can rely upon for sage guidance. They expect a personalized customer experience – one tailored to their business’s unique needs, challenges, opportunities.
When this is the “assignment,” average, run-of-the-mill client and prospect communications won’t make the grade.
It’s time to get smart about your approach to sales and marketing communications by incorporating Industry Intelligence. And we created a study guide so you can ace the test!
In this free eBook, you’ll get a quick refresher on key concepts like Account Based Marketing (ABM) and Account Based Experience (ABX), as well as masters-level guidance on simple ways to incorporate Industry Intelligence to create tailored client and prospect communications. You’ll learn what sets “A” work apart from “C” work in the eyes of business owners for critical pieces including:
- Market sizing and planning
- Website marketing copy
- Social media
- Collateral
- Email campaigns
- Call sheets
- Pitchbooks / presentations
- Sales proposals
- Annual client reviews
Download this fun and informative eBook today and get ready to be the head of the class and create honor roll-caliber results with your clients and prospects!
Webinar - Maximizing Tool Adoption and Performance Today - Spring 2023

Banks don’t invest hundreds of thousands of dollars on sales enablement tools or programs for them to sit idle or unused. When it comes to implementing a new tool into a banker’s routine, managers may often be met with objections and find themselves struggling to get their team on board.
So what can you do to lessen disruption and create a seamless adoption strategy that sets your team up for both initial and long-term success?
Join us for this live webinar with Business Efficacy and Vertical IQ on the keys to successfully adopting sales enablement tools and programs into your banker’s routine and maximizing your bank’s investment. Simply put, championing adoption company-wide requires leadership engagement. The right leadership drives short and long term performance.
- The business case for driving adoption today
- Five key ways to create a strong initial adoption
- Three critical success factors to gaining and sustaining full adoption
- How to overcome obstacles along the way
eBook - Unlock Sales Readiness
Unlock Sales Readiness:
Advice from the Experts
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.
See how being ready can help you win!
Webinar - Accounting_Grow and Retain Business - Fall 2022


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.
- 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
Webinar - Credit Training Series - Fall 2022
Webinar Series
Credit Training
Reduce Risk by Applying Industry Intelligence to your Underwriting


Reduce Risk by Applying Industry Intelligence to your Underwriting
September 28 | October 12 | October 26
2:00 - 3:00 pm EDT
The primary function of an analyst is to “Protect the Bank’s Assets” while still growing the bank’s assets. To protect the bank’s assets, commercial bankers are tasked with identifying and mitigating many risks that vary from one industry to another. The best way to reduce risks inherent to lending is to have a team of analysts, portfolio managers, commercial bankers, and credit officers who understand the delicate balance between risk and return. While risks can never be fully eliminated, they can be significantly reduced by understanding a company, its industry, and the industries they serve.
In this course, you will learn how Industry Intelligence helps you generate stronger client relationships and a more thorough, compelling credit analysis. You will see how Vertical IQ can serve as an “experienced commercial banking partner” throughout the process.
Wednesday, September 28 | 2:00 pm EDT
Part I of this course is C&I-based commercial credit analysis with an essential core understanding of specific required terms, key ratios, and financial accounting concepts. This section is ideal for credit officers who understand commercial credit and want to elevate their analysis skills using advanced credit and industry research skills.
Wednesday, October 12 | 2:00 pm EDT
Part II of this course focuses on the value of using Vertical IQ industry information as a “partner” for commercial analysts and lenders. This section highlights the need for relevant, user-friendly industry information, which is used to speak intelligently with a client and utilized internally with the credit team to vet new opportunities.
Wednesday, October 26 | 2:00 pm EDT
Part III of this course is dedicated to “the value of streamlined research” and its benefit to a Financial Analyst whose task is to deliver a well-crafted analysis. The focus will be on how and where to navigate using the information in Vertical IQ to frame and position new opportunities.
Due to the proprietary training theories of our subject-matter credit expert, the sessions will NOT BE RECORDED for sharing purposes. Each of the three sessions must be attended live.
To gain the most benefit, participants are encouraged to attend all three sessions, as each will be unique.

About David Nicholson
David Nicholson, the founder of Credit Training, Inc., has been in commercial banking for 23 years and has taught analysts for nearly 15 years. Seeing numerous analysts struggling to provide value-added analysis to their respective banks, David has helped new analysts over the years, giving them analytical direction in an industry that can be overwhelming with information and analytics.
Credit Training, Inc. provides a 3-month, formal commercial credit training course and other related training through a live, fully interactive platform to a growing number of commercial banks across the country.
Webinar - Drive Better Sales Conversations - Spring 2022
On Demand Webinar
How To Drive Better Sales Conversations with Relationship-Based Intelligence

How To Drive Better Sales Conversations
with Relationship-Based Intelligence
Business development professionals know that building trust at each stage of the sales process helps close more deals, at a higher velocity. However, truly connecting with clients and prospects — initiating timely conversations which are relevant, authentic, and mutually rewarding — has never been harder.
Some may view sales as a numbers game, but the most successful business development professionals today are more focused on quality conversations. There aren’t enough hours in the day for sales professionals to spend their time using Google searches to find relevant information to resonate and build trust with their prospects.
Watch this on demand webinar with RelPro, Vertical IQ, and Selling From the Heart on the importance of leveraging Business Intelligence and Industry Intelligence to better tailor your conversations. It’s not just about the data or the relationships, it’s about how you put it into action.
- An effective new way to prospect
- Tactics to drive meaningful conversations
- How to quickly find relevant insights that resonate
Register to Watch!
Webcast - Barlow Research Webcast Featuring Bobby Martin
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!
eBook - Industry Intelligence Throughout the Bank Enterprise
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!
eBook - Evolve Now - 8 Ways Industry Intelligence Grows Accounting
Hey there – you made it! You’re taking the necessary steps to invest in yourself by not only watching the Weekly Dive overviews, but by going deeper and checking out the amazing Industry Intelligence that you can get from Vertical IQ! There are so many ways that accountants, CPAs, and advisors can utilize industry insights to impress prospects and wow clients. To help with that, we are providing a free E-Book specifically created for accounting professionals! Remember to keep investing in your future – there’s never been a better time. Start today. Evolve now.
8 Ways to Use Industry Intelligence to Grow Your Accounting Firm
Accounting Marketers are consistently being asked to do more with less. However, it is critical to to be viewed as an integral member of the leadership team to help your firm grow. This eBook discusses eight ways incorporating Industry Intelligence into your marketing strategy and tactics that can grow your accounting firm.
- Client retention
- Developing and generating new business
- Cross-selling opportunities
- Growing relationships
- Delivering valuable thought leadership content…and more!
“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.”
GET YOUR eBOOK

eBook - Industry Intelligence Across the Buyer's Journey
Deliver Value at Every Turn:Industry Intelligence Across the Buyer's Journey
Chomping at the bit for a change of scenery? Join us as we take a one-of-a-kind voyage through the stages of the buyer’s journey, and learn how Industry Intelligence can serve as your North Star along the way.
- Become aware of your brand and services
- Consider the various options for solving their unique problems
- Make an informed buying decision
- Adopt their chosen solution
- Grow loyal to your company
- Become a satisfied customer who views you as a trusted advisor
But arriving at this picturesque end destination won’t happen without a well-planned itinerary and a detailed roadmap.
You’ll enjoy the scenery along the way as this eBook explains simple ways to add Industry Intelligence into each stage of the buyer’s journey, enabling you to win, grow, and retain more business while competitors disappear in the rear-view mirror. All aboard; adventure awaits!
8 Ways SBDCs Use Industry Intelligence for Small Businesses
8 Ways SBDCs Use Industry Intelligence to Help Small Businesses
Having in-depth knowledge on such a multitude of industries can be extremely time-consuming for SBDC counselors. Sure, they can Google information on the industry to share with the business owner, but how do they narrow down the most important information among all of those search results? How do they know it is accurate and up-to-date?
Throw into that mix the economic upheaval created by the COVID-19 pandemic, and providing advice to business owners just became even more challenging.
Incorporating an Industry Intelligence tool, such as Vertical IQ, into your SBDC’s research process allows your counselors to work smarter by compiling relevant, up-to-date content on many different industries and local markets to help guide small- to medium-sized business (SMB) owners.
eBook - Unsolved Mysteries of Losing a Sale
Unsolved Mysteries of Losing a Sale
Something sinister is standing in the way of sales success. Join our intrepid investigators as they unravel the mysteries behind the confusing encounters, perplexing prospect disappearances, and shocking sales losses vexing so many sales professionals today.
We’ll reveal the 5 Ws required to connect with prospects and close more deals in today’s not-so-normal business environment. Plus, you’ll get an inside look at how Industry Intelligence arms you with competence, confidence, and credibility to create memorable first impressions and enduring client relationships
There’s no reason to be scared. This fun and insightful eBook shines new light to the mysteries of losing a sale. Get ready to discover what’s missing in your sales process along with the secrets and value of Industry Intelligence across the sales cycle.
Library
Featured Resources
Diamond Credit Union Finds a Gem
Credit Union
Learn about how Diamond Credit Union utilized Industry Intelligence to tap into a new business services market. They explain how the right tools can help you succeed in reaching your goals.
Bank Enterprise
Accounting,Banking,Insurance,Sales,Small Business Advisors
Industry Intelligence is not a one-trick pony! Vertical IQ helps across many different departments and teams throughout the enterprise. See where and how we help in multiple different areas of the business.
Industry Intelligence Gives Claremont Savings Bank a Winning Edge
Banking
Learn how Claremont Savings Bank strives to increase deposits and loans by utilizing Industry Intelligence with the goal of gaining new customers and deepening existing relationships.
Leveraging Vertical IQ to Find Content That Starts Conversations on LinkedIn
Sales,Technology
Watch this webinar with Brynne Tillman and Susan Bell, where they discuss actionable ways to discover and produce compelling content tailored to your targeted industries.
Mid-Sized Bank Swings for the Fences
Banking
Discover how this Mid-Sized Bank integrated Vertical IQ into its sales processes and customer-centric culture to leverage competition and become trusted advisors.
Targeting Industries in Your Local Market
Accounting,Banking,Sales,Small Business Advisors
Learn how to be in the know about the economic landscape of any industry and how it can help you boost sales.
Local Market Monitor Helps Liberty Bank Navigate Complex Residential Lending
Banking
Discover how Local Market Monitor aids Liberty Bank to success in navigating a residential lending environment.
Unlock Sales Readiness: Advice from the Experts
Banking,Sales
In this eBook, we tap into the expertise of leaders and successful bankers within retail and commercial banking, as well as treasury management, to learn how they are utilizing Industry Intelligence from Vertical IQ.
ADP Accountant Connect Case Study
Accounting
Read on to learn how ADP's team leverages Industry Intelligence to empower their associates and provide valuable tools and resources to their clients.
Building a Solid Foundation for Regional Banks' Residential Lending Guidelines, Policies, and Products
Read how Local Market Monitor helps save time and creates valuable insights to regional banking.
A Credit Renaissance: Reduce Underwriting Lending Risks
Banking
Written in collaboration with Credit Training, Inc. founder David Nicholson, this eBook delves into the many ways utilizing Industry Intelligence within all phases of the credit process ultimately enables the bank to make safer, more informed lending decisions.
Maximizing Tool Adoption and Performance Today
Banking
Watch this webinar on keys to successfully adopting sales enablement tools and programs into your banker’s routine that will help you maximize your bank’s investment.
Grow Deposits with AI-Powered Targeting & Sales Intelligence
Sales,Technology
Watch this webinar for valuable insights from Vertical IQ, 6sense, and Seismic on how sales and marketing teams can navigate economic headwinds and drive business banking deposits.
Reenergize Your Focus on SBB as a High-Priority Growth Segment
Banking
It’s time to re-energize your focus on small business banking! We called in the experts for this webinar and revealed the ways to catch the attention of this valuable client group and how to beat the competition and address their needs. Watch today!
Ace Your Sales and Marketing with Industry Intelligence
Banking,Sales,Small Business Advisors,Technology
In this eBook, we'll revisit key concepts like Account Based Marketing (ABM) and Account Based Experience (ABX) and provide A+ guidance on incorporating Industry Intelligence to create tailored client and prospect communications.
Win, Grow, and Retain More Business with Industry Intelligence
Accounting
Watch this webinar from Vertical IQ and ADP on how Industry Intelligence can help empower accountants to strengthen client relationships, generate new business, mitigate industry risks, and establish their reputation as “industry experts.”
Unlock Sales Readiness: Advice from the Experts
Accounting,Banking,Small Business Advisors,Technology
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. See how being ready can help you win!
Grow and Retain Business with In-Depth Industry Expertise
Sales
Watch this webinar 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!
Industry Intelligence Throughout the Bank Enterprise
Banking
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.
Industry Intelligence Across the Buyer's Journey
Accounting,Banking,Sales,Small Business Advisors,Technology
Chomping at the bit for a change of scenery? Join us as we take a one-of-a-kind voyage through the stages of the buyer’s journey, and learn how Industry Intelligence can serve as your North Star along the way.
Unsolved Mysteries of Losing a Sale
Accounting,Banking,Small Business Advisors,Technology
Discover what could be missing in your sales process along with the secrets and value of Industry Intelligence across the sales cycle.
Unlock the Power of Local Market Insights
Discover comprehensive, up-to-date insights into real estate markets across the United States with Local Market Monitor.
Industry Intelligence for Advisors
Specific, timely industry data sources to build relationships and increase sales.
Industry Intelligence for Bankers
Banking
Specific, timely industry data sources to build relationships and increase sales.
Industry Intelligence for Accountants
Accounting
Specific, timely industry data sources to build relationships and increase sales.
Industry Intelligence for Credit Underwriters
Mitigate loan risk and educate your credit team with banking-specific industry data.
Industry Intelligence for Credit Unions
Specific, timely industry data sources to build relationships and increase business development.
Industry Intelligence for Government Entities
Specific, timely industry data sources to become savvy within thousands of sectors and local markets.
Industry Intelligence for Insurance Professionals
Insurance
Focused, timely industry data to boost sales and strengthen relationships.
Industry Intelligence for Sales and Marketing Professionals
Sales,Technology
Specific, timely industry data sources to build relationships and increase sales.
Industry Intelligence for Small Business Advisors
Small Business Advisors
Specific, timely industry data sources to build relationships and increase sales.
8 Ways to Use Industry Intelligence to Grow Your Accounting Firm
Accounting
Learn 8 ways incorporating Industry Intelligence into your marketing strategy and tactics can grow your accounting firm.
8 Ways SBDCs Use Industry Intelligence to Help Small Businesses
Small Business Advisors
Eight ways to incorporate Industry Intelligence into your SBDC counseling processes.
10 Reasons Vertical IQ is Essential Today
Accounting,Banking,Sales,Small Business Advisors,Technology
See how Industry Intelligence provides the “what” to help you save time, give you credibility as a trusted advisor, grow your customer and prospect relationships, and win more business.
Lakeland Bank: See How Lakeland Bank Leans into the Future with Vertical IQ
Banking
Learn about how Lakeland Bank is leveraging Industry Intelligence to lean into the future and gain an edge against competitors.
First Bank Video Case
Banking
Become An Expert In Local Economies
Banking
Watch this recorded webinar to learn how to incorporate local economic data into your sales and marketing processes.
ACTIONABLE INSIGHTS
Time-saving Industry Profiles are your ticket to the Industry Intelligence you need to wow clients and prospects.
Whether you’re a seasoned contributor to one niche, a rookie generalist, or somewhere in the middle, Vertical IQ’s Industry Profiles are designed to give you the actionable content you need to close more deals and win more business. Let’s get started today!
Thank You - eBook - 8 Ways Industry Intelligence Grows Accounting
THANK YOU FOR YOUR INTEREST IN OUR EBOOK
8 Ways to Use Industry Intelligence to Grow Your Accounting Firm
Resources
Resources to Help You Succeed
We aim to ensure you have the tools to make the most of Vertical IQ’s Industry Intelligence. These resources can help.
LIBRARY
The Library is a central repository for educational materials, from free eBooks and whitepapers to webinars and webcast recordings.
VERTICAL IQ BLOG
Our blog features insightful posts on a variety of topics, all aimed at showing you how to successfully incorporate Industry Intelligence into your processes.
EVENTS
Vertical IQ hosts free educational webinars and webcasts throughout the year featuring a variety of topics and guest speakers.
DISCOVER THE POWER OF KNOWLEDGE
Discover the power of Vertical IQ — get started today with a free demo.
eBook - 8 Ways Industry Intelligence Grows Accounting
8 Ways to Use Industry Intelligence to Grow Your Accounting Practice
Being a full-time CPA and a part-time marketer is challenging, and the most important way to do that is to be an expert on your clients – and prospective customers. Industry Intelligence is a powerful tool for that, giving you the insider scoop on over 920 industries. This eBook shows you how to put that market insight to work in delighting your customers and winning new ones.
- Client retention
- Developing and generating new business
- Cross-selling opportunities
- Growing relationships
- Delivering valuable thought leadership content…and more!
“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.”
– Accounting Firm Business Owner
Webinar - Become An Expert In Local Economies
Become an Expert in Local Economies
Frustrated by what they perceive as a lack of responsiveness (particularly during the US Payroll Protection Program’s initiation process), SMB owners are moving their business banking accounts. If you want to keep their business, you need to act now.
Join Jack Hubbard, Chief Experience Officer of St. Meyer & Hubbard, and Vertical IQ’s founder & CEO, Bobby Martin, as they demonstrate the value and impact of local economic data in your SMB banking relationships.
You’ll learn why regional and local economic data is vital to saving and maintaining your SMB relationships and real-world tips to provide the responsiveness and data relevance SMBs demand today.
- Articulate local economic trends affecting SMBs now
- Explore regional opportunities for business transformation
- Align financial projections with local economic realities
WATCH NOW
