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:

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.

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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:

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!

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:

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!

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.

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.

“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.”

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.

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!

Barlow Research has found that nearly 82 percent of business owners believe they need to have a personal connection with their account officer in order to have a strong relationship with their primary financial organization. So, how do bankers balance their clients’ desire to “see” them with the need to avoid face-to-face meetings amid the pandemic? How can banks (and bankers) reinvent the way they do business to accommodate our new “virtual” world?

The business banking sector had to reinvent itself in 2020 to navigate the many issues created by the COVID-19 pandemic, and 2021 is poised to present its own set of challenges. Watch this panel discussion to explore how banks can continue to evolve to meet this moment.

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.

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. 

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.

“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

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.