News

March 13, 2024

Vertical IQ’s Enhanced Localized Industry Data Drills Down to Local Market Level

Raleigh, NC, March 13, 2024 – Vertical IQ, a leading provider of Industry Intelligence, has rolled out their latest product enhancement: Localized Industry Data. Developed in response to customer feedback, Localized Industry Data gives Vertical IQ…

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News

February 6, 2024

Vertical IQ and Quest Analytics Build on Partnership to Bolster Access to Industry Intelligence

Quest Analytics gains Vertical IQ reseller status; plans to bring additional industry insights to CRM for community banks, credit unions. RALEIGH, N.C. and PITTSBURGH – February 6, 2024 – Industry Intelligence leader Vertical IQ and Quest Analytics…

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News

January 11, 2024

Vertical IQ Kicks Off 2024 Focused on Customer-Centric Enhancements, Partnerships

Industry Intelligence firm’s newest product enhancements and strategic relationships set the stage for success in the coming year. Raleigh, N.C. – January 11, 2024 – Industry Intelligence leader Vertical IQ is well-positioned to build on 2023’s…

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News

December 12, 2023

Vertical IQ and Lumos Technologies Announce Strategic Partnership

Wilmington, N.C., and Raleigh, N.C., December 12, 2023 – Lumos Technologies, Inc. (Lumos), an innovative small business data analytics and advisory company, and Vertical IQ, a leading provider of Industry Intelligence, have announced a strategic…

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News

July 25, 2023

Vertical IQ and Abrigo Partner to Drive Efficiencies and Engagement for Credit Analysts

Agreement will deliver Vertical IQ’s Industry Intelligence resources to Abrigo users to bolster underwriting, risk management practices. Raleigh, N.C. and Austin, Texas – Tuesday, July 25, 2023 – Abrigo, the top lending software…

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News

May 15, 2023

Vertical IQ Acquires Localized Data Intelligence Experts Local Market Monitor

Strategic purchase will enhance existing Industry Intelligence platform with robust new local economic conditions content RALEIGH, N.C. – May 16, 2023 – Industry Intelligence leader Vertical IQ has announced the acquisition of Local Market…

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by Mason Wild

Press Release - COVID-19 Response Webpage

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PRESS RELEASE

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border_color="" border_style="solid" border_position="all" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="" margin_bottom="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_text columns="" column_min_width="" column_spacing="" rule_style="default" rule_size="" rule_color="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset=""]

NEW VERTICAL IQ INITIATIVE MONITORS INDUSTRIES AFFECTED BY COVID-19

MARCH 19, 2020

Vertical IQ, a Raleigh-based industry research firm that helps thousands of professionals who advise small and medium-sized businesses (SMBs), has created a new webpage that publishes expert research on how the Coronavirus Disease (COVID-19) is affecting specific industries and sectors of the economy.

The page, www.verticaliq.com/covid-19, does not require a Vertical IQ login to access and is available to the public at no cost. The Vertical IQ research team will regularly update this page with the latest insights on industries affected by COVID-19.
Examples of industries included on this feature page are Amusement Parks & Arcades, Convention & Trade Show Management, Medical & Imaging Labs, Restaurants, and more.
“This COVID-19-related industry intelligence is invaluable to organizations in several ways,” says Bobby Martin, CEO and co-founder of Vertical IQ. “We decided to publish this research at no cost to help organizations of all types understand the virus’ impact on businesses. This way, advisors are better able to help these businesses navigate through this challenging time.”
Martin notes that this type of focused industry intelligence is valuable for a variety of professionals including accountants, attorneys, bankers, financial advisors, media, and more. He encourages these advisors to share the knowledge they obtain on the Vertical IQ webpage with their customers and prospects to build trust, deepen relationships and win more business.
“For example, if you’re a banker, you can use this COVID-19-related industry intelligence to help track how specific loans and concentrations of loans may affect your bank,” says Martin. “Also, with many businesses shut down, meeting payroll and other working capital requirements will be difficult. Having this critical insight at your fingertips is an efficient way to see how other similar businesses are being impacted.”
Bill Walker, Vertical IQ co-founder and executive vice president in charge of research, also notes the importance of getting accurate information. “Rather than learning about industries in bits and pieces or from unreliable sources, we knew it was important for people to get information from an experienced industry intelligence partner written for those that advise small and medium-sized businesses. That was the impetus for delivering this intelligence and making it free of charge.”
This Vertical IQ COVID-19 content is free for public use, and the information may be shared. For the convenience of Vertical IQ’s customers, each Coronavirus update also is included in the Vertical IQ platform as a Quarterly Update within the impacted industries.

Visit www.verticaliq.com/covid-19 to learn more about the affected industries.

To learn more about the Vertical IQ product, visit https://dev-viq-redesign.pantheonsite.io/product/.

About Vertical IQ
Headquartered in Raleigh, North Carolina, Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and other advisors of all types who advise small and medium-sized businesses (SMBs). With actionable content covering more than 500 unique industries, as well as 325 economic/industry reports for cities across the U.S., Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ's industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at www.verticaliq.com.
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GET IN TOUCH WITH OUR MEDIA TEAM

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PHONE

919.787.4600

EMAIL

lstidham@verticaliq.com

VISIT

601 Saint Mary’s Street
Raleigh, NC 27605

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DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — request a demo.

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by Drake Branson

Press Release - 2020 Momentum for Growth and Innovation

PRESS RELEASE

VERTICAL IQ BUILDS ON MOMENTUM FOR GROWTH AND INNOVATION IN 2020

January 30, 2020

Vertical IQ, a Raleigh-based industry research firm that helps thousands of professionals who advise small and medium-sized businesses (SMBs), shared today that it is well-positioned for continued growth and innovation in 2020.

“This past year was pivotal for Vertical IQ,” said CEO and cofounder Bobby Martin. “We continued to grow our customer base and saw double-digit growth in use of our Industry Intelligence in 2019. But we’re only getting started.”
A year of successes
Among Vertical IQ’s accomplishments in 2019:

They grew the company’s customer base by more than 30 percent via a combination of current verticals and expanding into new verticals.
The company increased their number of users by more than 20 percent.
Their industry coverage grew by nearly 30 percent, now offering Industry Intelligence on more than 500 industries.
A “Freemium” platform was introduced, allowing users to unlock free access to foundational information for many of the company’s Industry Profiles.
The Vertical IQ mobile app was enhanced to offer an improved user experience and additional information, including new Canadian-specific content.
The Vertical IQ leadership team was expanded with the hiring of Chief Marketing Officer David Buffaloe.

Beneficial changes
These changes and enhancements to the Vertical IQ product and organization position the company for future success, which in turn benefits the company’s many clients.
“Vertical IQ offers an outstanding return on investment for our bankers, and the enhancements they continue to make to their product only increase that value proposition,” said Vertical IQ customer Jim Bevins, vice president of Small Business Solutions at First Commonwealth Bank.
“The entire Vertical IQ team strives to provide an outstanding call preparation solution, as well as training and education resources on how to get the most out of their Industry Intelligence. They are key partners for our sales teams’ success,” Bevins added.
Looking ahead
In the coming months, Vertical IQ will be implementing even more innovative changes that will further enhance their product offering.
The company will continue to expand their industry and economic data coverage. They also are developing new ways to put that comprehensive intelligence into action by increasing the resources available within their Sales Toolkit.
Additionally, Vertical IQ is expanding their reach via strategic partnerships with complementary technologies and increased API integration capabilities.
“At Vertical IQ, we want to revolutionize the way sales professionals prepare for calls and manage their clients — we’re shaking up the status quo of relationship management,” CEO Bobby Martin noted. “I’m confident that the outstanding team we have in place is going to use the momentum we built this past year to spur even more growth and innovation as we head into 2020.”
To learn more about Vertical IQ or to request a demo, visit www.verticaliq.com.
About Vertical IQ
Headquartered in Raleigh, North Carolina, Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and other advisors of all types who advise small and medium-sized businesses (SMBs). With actionable content covering more than 500 unique industries, as well as 325 economic/industry reports for cities across the U.S., Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ's industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at www.verticaliq.com.
[/fusion_text][fusion_separator style_type="default" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" sep_color="" top_margin="" bottom_margin="20" border_size="" icon="" icon_circle="" icon_circle_color="" width="" alignment="center" /][fusion_button link="https://dev-viq-redesign.pantheonsite.io/news/" text_transform="" title="" target="_self" link_attributes="" alignment="center" modal="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" color="default" button_gradient_top_color="" button_gradient_bottom_color="" button_gradient_top_color_hover="" button_gradient_bottom_color_hover="" accent_color="" accent_hover_color="" type="" bevel_color="" border_width="" size="medium" stretch="default" icon="" icon_position="left" icon_divider="no" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" border_radius=""]Back to Press Release List[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container admin_label="Separator" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" hundred_percent_height_center_content="yes" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" publish_date="" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" video_preview_image="" border_size="" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="" padding_right="" padding_bottom="" padding_left="" admin_toggled="no"][fusion_builder_row][fusion_builder_column type="1_1" layout="1_1" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" hover_type="none" border_size="0" border_color="" border_style="solid" border_position="all" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="" margin_bottom="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_separator style_type="default" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" sep_color="#ffffff" top_margin="" bottom_margin="" border_size="30" icon="" icon_circle="" icon_circle_color="" width="" alignment="center" /][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container admin_label="Contact" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" hundred_percent_height_center_content="yes" equal_height_columns="no" menu_anchor="" hide_on_mobile="no" class="" id="" background_color="" background_image="https://live-verticaliq.pantheonsite.io/wp-content/uploads/2018/07/Graphic_bg.jpg" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" video_preview_image="" border_size="0px" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="" padding_right="" padding_bottom="100" padding_left="" admin_toggled="no"][fusion_builder_row][fusion_builder_column type="1_1" layout="1_1" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" undefined="" background_repeat="no-repeat" hover_type="none" border_size="0" border_color="" border_style="solid" border_position="all" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="" margin_bottom="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_section_separator divider_type="bigtriangle" divider_position="right" divider_candy="bottom" icon="" icon_color="" bordersize="1" bordercolor="" backgroundcolor="#ffffff" hide_on_mobile="medium-visibility,large-visibility" class="" id="" /][fusion_text columns="" column_min_width="" column_spacing="" rule_style="default" rule_size="" rule_color="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id=""]

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Raleigh, NC 27605

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by Drake Branson

Press Release - 2019 Product Enhancement Announcement

PRESS RELEASE

VERTICAL IQ RELEASES ENHANCEMENTS TO PLATFORM AND EXPANDS MOBILE APP CAPABILITIES

November 19, 2019

Vertical IQ, a Raleigh-based industry research firm that helps thousands of professionals who advise small and medium-sized businesses (SMBs), has launched its newest round of product enhancements. These updates include new capabilities, an enhanced user experience and expanded content via the mobile app to enable Vertical IQ users to deliver even more value to their prospects and customers.

“We are constantly looking for new ways to help our Vertical IQ customers boost their confidence when meeting with SMB owners,” explains co-founder and CEO, Bobby Martin. “These enhancements will provide our users with even more valuable industry insights and economic data to incorporate into their client and prospect conversations and communications.”
On the Vertical IQ web-based platform, which provides comprehensive Industry Profiles on over 450 industries as well as 325 economic/industry reports for cities across the U.S., the latest round of improvements will help users:

Quickly digest content to deliver even faster insights to their customers/prospects
Easily share valuable insights with their customers through improved print capabilities
Bookmark selected industries as “Favorites,” with the “My Industry News” feed
Deliver more results through the refresh of the popular one-page “Call Prep Sheet”
Better consult with business owners using the new “Cash Flow Insights” from Barlow Research
Save time by easily exporting financial data into Excel and take advantage of improved data filters

The Vertical IQ mobile app has also been enhanced to help users:

Increase the value of their conversations with the addition of more than 150 Niche Profiles such as Radiologists, Endodontists, and Bookkeeping Services
Engage with their customers in Canada with industry-specific Canadian content
Gain deeper industry insight with new “Capital Financing” and “How Firms Operate” chapters for each featured Industry Profile

“Using Vertical IQ, we are able to add even more value to our customer relationships,” said Ken Bostwick, Director of Retail Sales, Lakeland Bank. “The additional enhancements and expanded data in the mobile app will make it even easier to use the critical industry information we need to better serve our customers.”
These latest changes to Vertical IQ are the culmination of several years’ worth of market research, customer feedback and user experience testing. The enhancements are available to all current Vertical IQ customers.
To learn more about the Vertical IQ product, visit https://dev-viq-redesign.pantheonsite.io/product/.
About Vertical IQ
Headquartered in Raleigh, North Carolina, Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and other advisors of all types who advise small and medium-sized businesses (SMBs). With actionable content covering nearly 450 unique industries, as well as 325 economic/industry reports for cities across the U.S., Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ's industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at www.verticaliq.com.
[/fusion_text][fusion_separator style_type="default" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" sep_color="" top_margin="" bottom_margin="20" border_size="" icon="" icon_circle="" icon_circle_color="" width="" alignment="center" /][fusion_button link="https://dev-viq-redesign.pantheonsite.io/news/" text_transform="" title="" target="_self" link_attributes="" alignment="center" modal="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" color="default" button_gradient_top_color="" button_gradient_bottom_color="" button_gradient_top_color_hover="" button_gradient_bottom_color_hover="" accent_color="" accent_hover_color="" type="" bevel_color="" border_width="" size="medium" stretch="default" shape="" icon="" icon_position="left" icon_divider="no" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset=""]Back to Press Release List[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container admin_label="Separator" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" hundred_percent_height_center_content="yes" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" publish_date="" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" video_preview_image="" border_size="" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="" padding_right="" padding_bottom="" padding_left="" admin_toggled="no"][fusion_builder_row][fusion_builder_column type="1_1" layout="1_1" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" hover_type="none" border_size="0" border_color="" border_style="solid" border_position="all" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="" margin_bottom="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_separator style_type="default" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" sep_color="#ffffff" top_margin="" bottom_margin="" border_size="30" icon="" icon_circle="" icon_circle_color="" width="" alignment="center" /][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container admin_label="Contact" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" hundred_percent_height_center_content="yes" equal_height_columns="no" menu_anchor="" hide_on_mobile="no" class="" id="" background_color="" background_image="https://live-verticaliq.pantheonsite.io/wp-content/uploads/2018/07/Graphic_bg.jpg" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" video_preview_image="" border_size="0px" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="" padding_right="" padding_bottom="100" padding_left="" admin_toggled="no"][fusion_builder_row][fusion_builder_column type="1_1" layout="1_1" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" undefined="" background_repeat="no-repeat" hover_type="none" border_size="0" border_color="" border_style="solid" border_position="all" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="" margin_bottom="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_section_separator divider_type="bigtriangle" divider_position="right" divider_candy="bottom" icon="" icon_color="" bordersize="1" bordercolor="" backgroundcolor="#ffffff" hide_on_mobile="medium-visibility,large-visibility" class="" id="" /][fusion_text columns="" column_min_width="" column_spacing="" rule_style="default" rule_size="" rule_color="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id=""]

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PHONE

919.787.4600

EMAIL

lstidham@verticaliq.com

VISIT

601 Saint Mary’s Street
Raleigh, NC 27605

DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — request a demo.

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by Drake Branson

Press Release - Freemium Announcement

PRESS RELEASE

Vertical IQ Breaks the Mold with New Industry Research Freemium Offering

June 11, 2019

Vertical IQ, a Raleigh-based industry research firm that helps thousands of professionals who advise small to medium-sized businesses, has launched its new Freemium platform, bringing its software as a service (SaaS) model to the industry research space. This innovative approach to industry research will benefit a wide array of bankers, accountants, sales and marketing professionals, consultants, business owners and entrepreneurs.
With Vertical IQ's new Freemium platform, creating an account is free, unlocking access to foundational information for over 280 of the company's 400+ industry profiles. More comprehensive and detailed industry-specific data is available for purchase on a per-profile or subscription basis, giving users the option of buying only the information they need.
"Previously, professionally sourced industry research was only accessible by purchasing individual reports or subscription licenses, but the business model is evolving," said Michael R. Levy, Principal at sales and marketing intelligence advisory GZ Consulting. "To fill a market need, Vertical IQ is now offering much of its valuable industry insights for free. This innovative approach delivers market research on a freemium, just-in-time basis – a first in the marketplace."
Vertical IQ's industry intelligence is delivered on a web-based digital platform. While their industry data is downloadable and formatted for easy printing, online access allows users to take advantage of interactive charts, focused chapter navigation, and easy organization. Once logged in, users will find both their purchased profiles and free-access profiles all in one place.
Because industries are constantly evolving, the Freemium platform's industry data is updated monthly and sourced from the same database driving Vertical IQ's full-access subscription platform, which currently has over 35,000 users — primarily bankers, accountants and consultants.
"Vertical IQ Freemium was created to fill the void for an easily-accessible, user-friendly industry research product," explains Vertical IQ co-founder, Bobby Martin. "This new free version of our popular research platform puts valuable industry insights at the tips of your fingers in a matter of seconds."
About Vertical IQ
Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and advisors of all types who advise small and medium-sized businesses. With actionable content covering nearly 400 unique industries, as well as 325 economic/industry reports for cities across the US, Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ's industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at https://dev-viq-redesign.pantheonsite.io.
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GET IN TOUCH WITH OUR MEDIA TEAM

PHONE

919.787.4600

EMAIL

lstidham@verticaliq.com

VISIT

601 Saint Mary’s Street
Raleigh, NC 27605

DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — request a demo.

by Drake Branson

Press Release - 2019 Webinar Announcement

PRESS RELEASE

Vertical IQ Offers Spring Business Banking Webinar Series

April 1, 2019

Vertical IQ, a Raleigh-based industry research firm that helps nearly 35,000 bankers, accountants and consultants who advise small and medium-sized businesses, has announced their free spring webinar series.

April 18, 2019 at noon EDT
What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients
Join Jack Hubbard, chief experience officer of St. Meyer & Hubbard, to learn what to consider before taking the onboarding plunge. With the many choices business owners have today, keeping them as clients for the long haul requires more than hope – you need a strategy.
This new and different level of connectivity and intimacy is especially critical in the first year of partnership. To help create that deeper level of connection, many financial service firms have turned to onboarding. Some have invested in automation technologies that promise to mitigate the costly issues that delay go-live dates and erode customer satisfaction. Technology is only half the answer. A great process involves people too.
This webinar includes a case study of how one company has maximized referrals, optimized cross-solving, and put millions in the pipeline with a systematic onboarding process.
May 29, 2019 at noon EDT
Save Me! Save Me Now!
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.
June 19, 2019 at noon EDT
Building Prospecting Momentum
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.
About Vertical IQ
Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and advisors of all types who advise small and medium-sized businesses. With actionable content covering nearly 400 unique industries, as well as 325 economic/industry reports for cities across the US, Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ's industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at https://dev-viq-redesign.pantheonsite.io.
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GET IN TOUCH WITH OUR MEDIA TEAM

PHONE

919.787.4600

EMAIL

lstidham@verticaliq.com

VISIT

601 Saint Mary’s Street
Raleigh, NC 27605

DISCOVER THE POWER OF KNOWLEDGE

Discover the power of Vertical IQ — request a demo.

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by Drake Branson