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Webinar - RelPro and VI – Spring 2024

On Demand Webinar

Leveraging Data & Insights to Power Credit Union Commercial Lending Strategies

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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. 

This webinar will feature insights and best practices for how credit unions can power their business lending strategy by:

  • 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

Webinar - RelPro and VIQ – Spring 2024 - Thank You

ON DEMAND

Leveraging Data & Insights to Power Credit Union Commercial Lending Strategies

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Become a Local Economist

Webinar - Why Becoming a Local Economist is Essential – Spring 2024

On-Demand Webinar

Why Becoming a Local Economist is Essential

WATCH NOW

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.

A few highlights from this webinar:
  • 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.

Related Resources


Become a Local Economist

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.


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Webinar - Accounting ADP_Win, Grow and Retain Business – Summer 2023

On Demand Webinar

Grow and Retain Business with In-Depth Industry Expertise

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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.”

You will learn how Industry Intelligence:
  • 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
Access Now!

Webinar - Accounting ADP_Win, Grow and Retain Business – Summer 2023 - Thank You

ON DEMAND

Win, Grow, and Retain More Business with Industry Intelligence

WATCH NOW

A Credit Renaissance: Reduce Underwriting Lending Risks

eBook - A Credit Renaissance: Reduce Underwriting Lending Risk and Revive the Lost Art of Credit Analysis Using Industry Intelligence

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!

DOWNLOAD YOUR COPY

DOWNLOAD NOW

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.

During this session, we will cover how you can:

  • 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 - Tool Adoption - Spring 2023 - Thank You

ON DEMAND

Maximizing Tool Adoption and Performance Today - Real World Tips

WATCH NOW
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Ace Your Sales and Marketing with Industry Intelligence

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!

DOWNLOAD YOUR COPY

DOwnload Now

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Webinar - Maximizing Tool Adoption and Performance Today - Spring 2023

Webinar

Maximizing Tool Adoption and Performance Today - Real World Tips

WATCH NOW
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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.

You will learn the fundamentals of tool and program adoption, including:
  • 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

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Webinar - Credit Training Series - Fall 2022

Webinar Series

Credit Training

Reduce Risk by Applying Industry Intelligence to your Underwriting

REGISTER NOW
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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.

David Nicholson
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.

REGISTER NOW

Webinar - Drive Better Sales Conversations - Spring 2022 - Thank You

ON DEMAND

How To Drive Better Sales Conversations with Relationship-Based Intelligence

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Webinar - Drive Better Sales Conversations - Spring 2022

On Demand Webinar

How To Drive Better Sales Conversations with Relationship-Based Intelligence

REGISTER
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Selling From The Heart

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.

You will learn:

  • An effective new way to prospect
  • Tactics to drive meaningful conversations
  • How to quickly find relevant insights that resonate
Register to Watch!

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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.

Discover how understanding your clients’ and prospects’ industries can help with:

  • 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


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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.

In this free eBook, we will explore how prospects: 
  • 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!

GET YOUR eBOOK

Download Now

Thank You - eBook - Industry Intelligence Across the Buyer's Journey

THANK YOU FOR YOUR INTEREST IN OUR EBOOK

Industry Intelligence Across the Buyer's Journey

Download Now

2021 Spring Webinar Series - Jack Hubbard

8 Keys for Remote Selling Success with Jack Hubbard

8 Keys for Remote Selling Success with Jack Hubbard

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?

In this webinar, banking sales expert Jack Hubbard discusses the specific technology investments banks need to make to successfully shift their teams to remote selling — a trend that could continue beyond the pandemic. He also shares how bankers can better prepare for and execute on these virtual client and prospect calls by incorporating Industry Intelligence into their conversations.

GET YOUR RECORDING


2021 Spring Webinar Series - Panel Session

Webinar - 2021 Banking Strategies & Trends to Grow, Win, and Retain More Business

2021 Banking Strategies & Trends to Grow, Win, and Retain More Business

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.

Moderated by Bobby Martin, co-founder and CEO of Vertical IQ, this panel includes banking sales expert Jack Hubbard, Brynne Tillman, a leader in the digital marketing arena, and Robert Sims, SVP of retail banking at Hancock Whitney. The group discusses banking strategies such as how to effectively nurture relationships throughout the PPP process; how to make meaningful connections while remote selling; and critical sales tools to consider in 2021 including social selling.

GET YOUR RECORDING


Webinar - 2021 Banking Strategies & Trends - Thank You

THANK YOU FOR YOUR INTEREST IN OUR WEBINAR RECORDING

2021 Banking Strategies & Trends to Grow, Win, and Retain More Business

Watch Now

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Vertical IQ Banking Webinar Series - Spring 2021

Vertical IQ's Banking Webinar Series - Spring 2021

The rules of selling have been thrown out the window amid the pandemic. How are business bankers going to forge a path forward in this strange new world?

Join us for this free Vertical IQ Banking Webinar Series for leaders and bankers at financial institutions. The series features three unique sessions with a variety of expert presenters — each focusing on effective ways to reimagine your bank’s sales strategy and tactics to meet 2021’s challenges.

See More
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2021 Banking Strategies & Trends

February 24, 2021 @ 1:00 pm ET Recorded

Watch this panel discussion to explore how banks can continue to evolve to meet this moment.

Learn More
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Eight Keys for Remote Selling Success

March 10, 2021 @ 1:00 pm ET Recorded

How can banks (and bankers) reinvent the way they do business to accommodate our new “virtual” world?

Learn More
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Social Selling: Content to Conversations

March 30, 2021 @ 11:30 am ET Recorded

In order to seal the deal on a new sale, you first must earn a conversation with the right decision-maker.

Learn More
2021 Banking Strategies & Trends

To Grow, Win, and Retain More Business

February 24, 2021 @ 1:00 pm ET Recorded

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.

Moderated by Bobby Martin, co-founder and CEO of Vertical IQ, this panel includes banking sales expert Jack Hubbard, Brynne Tillman, a leader in the digital marketing arena, and Robert Sims, SVP of retail banking at Hancock Whitney. The group discusses banking strategies such as how to effectively nurture relationships throughout the PPP process; how to make meaningful connections while remote selling; and critical sales tools to consider in 2021 including social selling.

Get Recording Here
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Eight Keys

For Remote Selling Success

March 10, 2021 @ 1:00 pm ET Recorded

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?

In this webinar, banking sales expert Jack Hubbard will discuss the specific technology investments banks need to make to successfully shift their teams to remote selling — a trend that could continue beyond the pandemic. He also will share how bankers can better prepare for and execute on these virtual client and prospect calls by incorporating Industry Intelligence into their conversations.

Get Recording Here
Social Selling:

From Content to Conversations

March 30, 2021 @ 11:30 am ET Recorded

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.

Join us for a webinar presented by digital marketing expert Brynne Tillman, who will share 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.

Get Recording Here
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Thank You - eBook - 8 Ways SBDCs Use Industry Intelligence

THANK YOU FOR YOUR INTEREST IN OUR EBOOK

8 Ways SBDCs Use Industry Intelligence to Help Small Businesses

Download Now

8 Ways SBDCs Use Industry Intelligence to Help Small Businesses

eBook - 8 Ways SBDCs Use Industry Intelligence to Help 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.

GET YOUR eBOOK

Download Now

Unsolved Mystery of Losing a Sale

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. 

GET YOUR eBOOK

Download Now

Thank You - eBook - Unsolved Mysteries of Losing a Sale

THANK YOU FOR YOUR INTEREST IN OUR EBOOK

Unsolved Mysteries of Losing a Sale

Download Now

Library

Featured Resources


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!

Learn How

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

Download Now

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Resources

Resources to Help You Succeed

Our goal is to ensure you have the tools you need to make the most of Vertical IQ’s Industry Intelligence. These resources can help.

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LIBRARY

From free eBooks and whitepapers to webinar and webcast recordings, the Library is a central repository for educational materials.

Go To The Library
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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.

Go To The Blog
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EVENTS

Vertical IQ hosts free educational webinars and webcasts throughout the year featuring a variety of topics and guest speakers.

Upcoming Events
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Current Conditions

Timely and relevant updates on the affects of current conditions happening in specific industries, broad sectors, and the economy as a whole.

See The Latest
DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — get started today with a free demo.

Learn How

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.

Discover how understanding your clients’ and prospects’ industries can help with:

  • 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

GET YOUR eBOOK

Download Now

How to Build a

eBook - SMART Sales Organization

How to Build a "SMART" Sales Organization

By using a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction — your team will boost your organization’s sales conversion success and deepen relationships.

More than ever, today’s business owners are in need of customized guidance from their advisors. They need trusted allies supporting them ― people who know the needs and objectives of their unique business but also understand the key trends and issues that are occurring within their industry. This eBook shows how to build a smarter sales organization by encouraging your team to incorporate Industry Intelligence into each client interaction, building trust and boosting conversions of prospects to happy clients.

You will learn the five ways relationship managers can use a SMART client strategy to serve as a trusted advisor to clients and prospects:

  • Strategic Mindset
  • Make Recommendations
  • Alternative Ideas
  • Real Conversations
  • Take Less and Give More

GET YOUR eBOOK

Download Now

Thank You - eBook - SMART Sales Organization

THANK YOU FOR YOUR INTEREST IN OUR EBOOK

How to Build a "SMART" Sales Organization

Download Now

Become An Expert In Local Economies

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 U.S. 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 along with real-world tips to provide the responsiveness and data relevance SMBs demand today.

In this video, lean how to:

  • Articulate local economic trends affecting SMBs now
  • Explore regional opportunities for business transformation
  • Align financial projections with local economy realities

WATCH NOW


Stay Relevant by Combining Company, Contact, and Industry Intelligence

Webinar - RelPro - Stay Relevant by Combining Intelligence

Stay Relevant by Combining Company, Contact, and Industry Intelligence

Vertical IQ and RelPro
During the Covid-19 pandemic, it’s more important than ever to understand your clients’ needs and challenges to offer more targeted advice. Vertical IQ co-founder and CEO, Bobby Martin, and Martin Wise, founder and CEO of RelPro, Inc., discuss the importance of understanding current industry conditions, as well as company-specific details in order to win, grow, and retain more business.

Bobby and Martin present an engaging conversation on combining industry intelligence with company and contact intelligence to become a more value-added advisor during this time. Learn how to combine Vertical IQ’s Industry Intelligence with RelPro’s intelligence on SMB companies and decision-makers to become a more value-added advisor.

Enjoy free access to the webinar recording by submitting the form.

GET YOUR WEBINAR


Thank You - eBook - Beat the Bots

THANK YOU FOR YOUR INTEREST IN OUR EBOOK

5 Ways Business Bankers Win in the Age of Fintech & AI

Download Now

5 Ways Business Bankers Win in the Age of Fintech & AI

eBook - Beat the Bots

5 Ways Business Bankers Win in the Age of Fintech & AI

Today’s business bankers are worried. Financial technology (FinTech) is advancing exponentially and the traditional banking model is being challenged. FinTech-fueled banks with easy-to-use applications, like Chime and PayPal, are popping up constantly. Moreover, tech giants, like Apple, Amazon and Google, are poised to move into the industry. Without significant changes on their part, business bankers could be replaced or even made obsolete within the next decade.

The simple fact is, community banks and branches are losing customers, particularly young customers. Who needs a human banker when there’s an App, a portal, or bot — Right? Wrong.

By properly preparing and positioning yourself as a business advisor who delivers strategic insight and steers investments in the right direction, you can still beat out the bots, even those loaded with predictive analytics, machine learning, or artificial intelligence. But first, you need to rethink how you are doing business – and how you can change for the better in 2020.

GET YOUR eBOOK


High-Touch Coaching in a High-Tech World

Tony Cole - High Touch Coaching in a High-Tech World

High Touch Coaching in a High-Tech World

Tony Cole, Anthony Cole Training Group

Technology has forever changed the landscape for banking and transacting across all financial services. Technology has also dramatically impacted the relationship between sales managers and their salespeople. Today, most communication is mobile, screen based, cryptic and distant. How does a sales leader bridge the technology gap and coach their sales team to success given these technology barriers and remote offices? How can they provide high touch coaching in this high-tech world?

The challenge we face is how to leverage technology to be additive but not so controlling that it is destructive. In the world of financial services, search engines allow prospects to explore products and become knowledgeable. This can save bankers time they had formerly spent in educating those new to the product and it can also lend credibility and be additive.

Similarly, data from technology resources such as CRMs, is valuable for a sales manager to inspect and identify the choke points in their relationship manager’s sales process. But technology is not the answer to the remaining keys to coaching such as demonstrating and role-playing sales skills and developing action plans for improvement.

Learning Objectives:

  • Learn how to leverage technology and data to o=uncover the story beneath - where a salesperson might be struggling
  • Understand and address typical weaknesses of Sales Managers
  • 5 Keys to Coaching - the Why, What, and How to improve coaching skills immediately

Submit the form to receive an email containing the webinar recording

GET YOUR WEBINAR


Save Me! Save Me Now! A Look at Fraud Vulnerability

Webinar - Nick Miller - Fraud Vulnerability

Save Me! Save Me Now!

Nick Miller, Clarity Advantage
Want to save your small to medium-sized clients from a one-in-four chance of disaster? Even worse, a disaster that they believe will never happen to them? Worse still, a disaster that could put them out of business? Then we need to talk about cash flow and fraud.

This webinar, presented by Nick Miller, president of Clarity Advantage and business relationship development expert, will focus on cash flow discussions and red flags for fraud vulnerability, with a focus on poor internal controls on cash flow, and the counsel you should share with every one of your clients until they are all fully protected. He will also share steps that financial pros can recommend to their clients to keep themselves safe.

Submit the form to receive an email containing the webinar recording.

GET YOUR WEBINAR


Building Prospecting Momentum

Webinar - Ned Miller - Building Prospecting Momentum

Building Prospecting Momentum

Ned Miller, MZ Bierly
Hosted by banking industry sales expert, Ned Miller, this webinar will key in on which factors differentiate successful prospectors from less adept ones. Drawing on over 20 years of banking experience, Miller will help you assess your prospecting acumen and prioritize each day’s prospecting tasks.

He will then build upon this momentum to show webinar participants how to leverage their prospecting network by integrating industry expertise into their prospecting process.

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A Winning Game Plan- How Banks Are Playing Both Offense and Defense to Prepare for the Future

Webinar - Mary Beth Sullivan - Critical Strategies

A Winning Game Plan: How Banks Are Playing Both Offense and Defense to Prepare for the Future

Mary Beth Sullivan, Capital Performance Group

With economic and competitive pressures building, bank management teams are now focused on a short list of critical strategies as we near 2020. Some of these strategies are defensive: fortifying the balance sheet/capital position to withstand a sudden deterioration in the economic environment; cost/efficiency improvements to hedge against margin compression. Others are offensive: expanding through M&A; de novo expansion into new, higher growth markets. In this Webinar, we’ll consider the key strategies being executed by top performing banks as they seek to grow, maintain or even improve margins, and strengthen their competitive positions. And we’ll explain why more banks are placing more of the burden for growth and profitability on the commercial banking team – and how top performing teams are responding.

Learning Objectives:

  • Create context for today's strategic priorities for most banks given the pressures building in the external environment
  • Explain the critical nature of the need to transition away from commercial lender to trusted advisor
  • Review the strategies on the radar of top performing commercial teams as we head toward 2020

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