Leverage Industry Intelligence with Lending Technology
Lending Made Easy.
Vertical IQ has partnered with Abrigo to bolster credit analysis for underwriting, risk analysis, credit memos, and more. With the integration with Abrigo, users have access to financial benchmarks and specialized industry insights right at their fingertips, which saves time and streamlines the lending process.
Vertical IQ and Abrigo help manage risk effectively and facilitate more comprehensive credit decisions. The solutions work in sync to provide specialized industry insights and financial benchmarks right at your fingertips, enabling you to streamline the lending process, save hours of time and research, and engage with customers on a deeper level.
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Drive Efficiency
By providing the correct information at the right time, you can save users time and drive efficiency.
Vertical IQ throughout the lending process will save users time and drive efficiency by providing the correct information at the right time. This includes relevant Call Prep Questions, which appear as outstanding activities on Abrigo’s customer summary page.
Available without the Dynamic Application (DYA) module requirement, the integration information is no longer solely triggered by "loan starts."
Integration data is triggered by an "Order" button on the Customer Profile page, which offers On-Demand or "Ad Hoc" functionality. The information is accessible via the Customer Profile.
The integration provides access to content that provides context around an industry after loan application data is submitted. Vertical IQ industry content can be found in Abrigo’s document library and surrounding Credit and Risk Brief.
Quick access to the Industry Intelligence you asked for in the right Abrigo locations:
LOS Customer Profile (Financial Ratios & Risk Metrics)
Relationship Manager / CRM (Call Prep Questions)
Document Library (Credit & Risk Brief, Training Documents)
By sharing impactful, measurable, and relevant industry underwriting metrics on Abrigo’s Customer Profile, you will be more informed and can better assess risk, making thorough, educated lending decisions.
Easily access Vertical IQ's Industry Intelligence to support your underwriting and credit analysis for:
Vertical IQ delivers actionable, convenient, and focused Industry Intelligence that quickly turns you into an industry expert. Covering more than 97% of the economic revenue in the U.S. and Canada through more than 920 Industry Profiles and 3,400 local economic reports — a valuable resources to perform valuation or share with clients.
Our Individual Subscription will give you access to our Industry Intelligence so that you can provide your clients with tailored recommendations informed by the latest industry data, helping you be an invaluable asset to your clients. As a FCG member you can receive a member discount for single licenses at the rate of $1099 per year, including archived profiles (retail is $1200/year).
Our partnerships are one of the keys to our success.
DATA & INTEGRATION
Data Integration Partners bring the most current and accurate industry and economic insights into the right environment at the right time to make Vertical IQ's Industry Intelligence even more robust and valuable.
Growth Partners are highly successful solution or technology providers with the ability to make revenue commitments and investments in people and processes to expedite a path to a new market and sell and deliver the Vertical IQ platform.
Advisory Partners provide industry-leading expertise, training, and services to demonstrate and model best practices on how to use Vertical IQ's Industry Intelligence to improve institutional processes.
We are proud to partner with the following companies to bring you the most current and accurate industry and economic insights:
Abrigo
Abrigo is a leading provider of credit risk, lending, and asset/liability management solutions and services that help financial institutions thrive. Abrigo accelerates growth, increases client efficiency, and improves customer experience with an easy-to-use and expansive platform. We ensure customer success with our award-winning client service team, advisory expertise, and innovation technology. With a network of 2,400+ Financial Institutions, Abrigo offers unique opportunities for insightful peer benchmarks and best practices. Visit Abrigo to learn more.
Bigtincan is helping the world’s leading brands facilitate the buying experience of the future. Everything we offer is designed to be smart, flexible, and easily adapted to unique business processes with highly personalized experiences that people and brands love. We’re on a mission to help companies deliver branded buying experiences that are engaging, personalized, provide value and guide people to the best decisions with confidence. Innovative companies like Nike, AT&T, Prudential, Merck, Starwood Hotels, Winnebago and Clorox trust Bigtincan to enable customer-facing teams to intelligently prepare, engage, measure and continually improve the buying experience for their customers. For more information about Bigtincan ASX BTH, visit: Bigtincan or follow @bigtincan on Twitter.
Business Valuation Resources (BVR) has been at the center of the business valuation profession since nearly the beginning. BVR is proud to provide essential resources including authoritative deal and market data, news, and research, and training by thought leaders to meet increasingly rigorous regulatory, legal, audit, and client demands.
BVR’s flagship product, DealStats boasts the most complete financials with up to 202 data points on acquired companies in both the private and public sectors. Every transaction comparable is rigorously reviewed by BVR’s team of financial analysts. DealStats is used in each Vertical IQ report to provide transaction multiples for companies in the given industry. These multiples allow you to benchmark the value, or potential selling price, of the company you are assessing based on the firm’s industry.
Every informed stakeholder in business valuation, performance benchmarking, or risk assessment turns to BVR for business valuation intelligence. Visit Business Valuation Resources to learn more.
Core10, a leading U.S.-based provider of banking and lending products and financial technology services, focuses on being trusted, easy button for naking innovation and transformation. The company offers a range of solutions, including Mesh, a middleware layer that connects a bank’s technology partners to its core, streamlining operations. Furthermore, Core10 provides Accrue, an omnichannel digitial lending and deposit account opening solution. In addition to these offerings, Core10 extends its expertise through professional services, which encompass custom API and software product development. Learn more about Core10.
Demandbase helps B2B companies hit their revenue goals using fewer resources. How? By using the power of AI to identify and engage the accounts and buying groups most likely to purchase. We combine your sales and marketing data with our validated B2B data to create what we call Account Intelligence. Better data makes better AI. That’s Smarter GTM™. Find us at demandbase.com.
GO Growth Partners focuses on providing value acceleration resources to prepare business owners for successful exit or sale of their businesses. Embracing the proven Certified Exit Planning Advisor (CEPA) methodology and disciplined approach, GGP maximizes growth to achieve operational excellence and increase market value for small to mid-market companies.
GO Growth Partners is delighted to add Vertical IQ’s best-in-class market information and analyses to provide a unique resource that reflects our innovative value enhancement services.
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.
Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S since 2020. To learn more visit Groove.
Introhive is an award-winning software company that helps sales-focused B2B enterprises become more client intelligent. Introhive’s customer intelligence platform captures and delivers trustworthy customer data automatically in CRM to surface relationship insights and actionable intelligence to revenue teams where and when they need it, in order to find, win, and grow customer accounts. Introhive has offices in the US, Canada, and UK, supporting hundreds of thousands of users in over 90 countries around the world. Learn more at introhive.com.
Lendovative Technologies connects financial institutions to business clients early in their life cycle, helping to gain market share, grow loans, and reduce credit risk. Through its BB-360TM platform, lenders can easily track collateral values on revolving lines while checking all the boxes of the OCC’s recommended guidelines. BB-160TM helps financial institutions organize, automate, archive, and standardize borrowing base loans. Lendovative is also a proud partner of Vertical IQ, helping arm lenders with key industry intelligence. Learn more at Lendovative.
Lumos transforms complex data into actionable insights and provides advisory services to power small business lending. Backed by expert financial literacy, Lumos provides financial institutions with standardized and automated metrics, powerful decisioning models, and efficient processes with rich, curated data and decades of financial institution literacy at the heart of it all. To learn more about Lumos, visit Lumos Data.
PrimeGlobal is an award-winning association of independent accounting and business advisory firms, comprised of over 300 highly successful independent member firms in over 100 countries. PrimeGlobal’s purpose is to enrich member firms through facilitating connections that create trusted relationships, learning, promote business opportunities, firm development, and growth. Learn more about PrimeGlobal now.
Salesvue is a sales engagement partner uniquely designed for financial services organizations. Their Salesforce Native platform helps sellers engage with their prospects and clients more efficiently all inside of Salesforce.com. Salesvue enhances the investment made into Salesforce and compliance and IT prefers Salesvue because their native solution keeps everything inside of Salesforce. Learn more about Salesvue.
Third Act Sales Consulting focuses on sales leadership, business development, talent assessment, and hiring and onboarding commercial and business bankers. We’re transformational consultants focused on the development of people, processes and cultures in banks. Learn more about 3rd Act Sales Consulting.
Relpro is a Business Development & Relationship Management solution for professionals in Financial Services and Professional Services, particularly those targeting Small and Mid-Market companies. Relpro is used at 50% of the top 50 US Banks, leading Advisory firms, and many regional/ community banks in their Business Banking, Commercial Banking and Wealth Management businesses. It’s RelPro’s coverage of SMB’s (>$1 mm revenues), data quality (e.g. accurate contact details for financial decision makers) and time-saving workflow integration (20 data partners integrated into RelPRo, including UCC, CRE, 9900 & 5500 filings; & PPP & SBA loans, and more) that our clients find so valuable. To learn more, visit the RelPro website, and learn more about the Vertical IQ-RelPro partnership.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help financial institutions track performance, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Banks and credit unions around the world use this essential intelligence to make business and financial decisions with conviction. Learn more: S&P Global.
Quest Analytics is a financial services technology and training company specializing in helping community banks and credit unions grow quickly and profitably. Quest Analytics provides a modular banking CRM solution helping bankers grow and retain customers for a lifetime. As an industry leader in banking CRM, the IQCRM Suite provides automated tools, data mining sales leads and time saving workflow to help bankers be more productive. For more information, visit us at Quest Analytics.
Seismic is the global leader in the enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,000 organizations around the globe trust Seismic for their enablement needs. Seismic. Learn more about the Vertical IQ-Seismic partnership.
360 View is the CRM platform developed for banks and credit unions, offering the best 360-degree view of your customer, empowering you to make smarter decisions and grow your relationships. The solution goes beyond CRM, allowing the user to automate marketing campaigns, use analytics to capitalize on cross-sell opportunities, and track goal and incentive programs. Through comprehensive customer profiles, real-time reporting, marketing automation, and data-driven insights 360 View empowers growth for your organization. The customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more. To put it simply, the platform allows you to provide richer relational experiences that are personalized to every customer’s unique needs. 360 view was developed by bankers for bankers and has been serving the financial industry for over 20 years. Learn more at 360 View.
In some cases, our Industry Intelligence complements the insights found on other platforms. With Vertical IQ’s Data Access application programming interface (API), we make it easy to seamlessly integrate our content into relevant partners’ systems, such as:
6sense
6sense revolutionizes how B2B organizations create revenue by predicting customers most likely to buy and recommending the best course of action to engage anonymous buying teams. 6sense Revenue AI is the only sales and marketing platform to unlock the ability to create, manage and convert high0quality pipeline to revenue. Learn more at 6sense.
Since 1980, Barlow Research has delivered strategic insights derived from the voice of small businesses and middle market companies. We’re committed to no only finding the smart answers to the right questions, but also helping our clients effectively apply those insights in a way that yields real bottom-line results. Barlow Research Associates.
Inforum is an economic research organization which has been building economic models and employing input-output techniques for over 50 years. Inforum’s mission is to improve business planning, government policy analysis, and the general understanding of the economic environment.
Inforum provides forecasts of sales growth over the next five years for each industry to help users identify opportunities and risks. These forecasts are based on the Inforum interindustry economic models of the U.S. economy. Learn more at Inforum.
Local Market Monitor is the leader in residential market analysis and forecasting for banks and investors. We use Local Market Monitor’s insight into local economies and real estate markets to help you have better conversations with business owners. Local Market Monitor’s tools help with decision-making that involves home equity loans, mortgages, and HELOCs by providing tools for stress testing and compliance reporting. Learn more about Local Market Monitor.
Powerlytics’ market intelligence platform provides the most comprehensive, accurate, and granular consumer and business financial data available, underpinned by data derived from tax returns, as well as data from the U.S. Census and the Department of Labor. Powerlytics delivers trusted, actionable financial intelligence to manage risk and locate growth opportunities for clients’ businesses. Their unmatched financial data and cutting-edge technology provide vital economic marketing research, as well as benchmark and market-sizing information to shape business and investment strategies that deliver the results you want. Learn more about Powerlytics.
Founded in 1914, The Risk Management Association is a not-for-profit, member-driven professional association whose sole purpose is to advance the use of sound risk management principles in the financial services industry. RMA promotes an enterprise approach to risk management that focuses on credit risk, market risk, and operational risk. Headquartered in Philadelphia, Pennsylvania, RMA has 1,900 institutional members that include banks of all sizes as well as nonbank financial institutions. They are represented in the Association by 35,000 individuals located throughout North America, Europe, Australia, and Asia/Pacific. Risk Management Association.
Clarity Advantage has incorporated Vertical IQ content into its sales training courses for business bankers. Clarity accelerates bank sales to small and medium enterprises through consulting, training, coaching, communication, and content marketing services that generate more profitable relationships — faster. Learn more about Clarity Advantage.
David Nicholson, the founder and primary instructor for Credit Training, Inc., has been training banking analysts for 15 years. He teaches young professionals the skills needed to run and lead the banking industry, both now and in the future. Credit Training, Inc. is working to build a bench of strong analysts who are prepared to manage large, complex portfolios. Learn more about Credit Training, Inc.
MZ Bierly Consulting, Inc. helps bankers build relationships with business owners and professionals to increase loans, deposits, and fees. We work with bank sales leaders to improve the consistency of their messaging, change the behaviors of their sales teams, and address infrastructure issues that impact top-line results. Learn more about MZ Bierly Consulting.
St. Meyer & Hubbard has developed a one-day playbook, “Using Vertical IQ Strategically.” This workshop helps users better understand how to prepare for calls, how to execute calls and how to follow up with value using Vertical IQ as the lynchpin. St. Meyer & Hubbard creates measurable and sustainable Performance Cultures for banks and credit unions through customized training for sales teams and managers. Led by the industry’s most dynamic classroom instructors, St. Meyer & Hubbard has earned a strong reputation for delivering practical skills for prospecting, relationship development and coaching around the concept of Trust-Based Selling and Resource Management. The process is anchored by the industry’s most unique measurement system, My Performance Navigator.
Industry Intelligence Designed By Bankers For Bankers
Industry Intelligence offers value across the entire bank enterprise, from the credit underwriting team and group banking to wealth management and card services — and nearly every line of business in between. Save bankers’ time, boost their confidence, build credibility, and deepen relationships, all with just a little help from Industry Intelligence!
Grow Your Advisory Business with Industry Intelligence
Make The First Meeting Feel Like The Third
Thousands of accountants trust Vertical IQ to help them seal the deal and impress new clients by becoming business experts across industries. Our easy-to-digest industry insights help you:
Save time learning the nuances of your client's industry
Differentiate you from the competition
Build valuable, lasting relationships
Request a Free
Industry Report!
How Does Vertical IQ Help Me?
Prep for prospect meetings by understanding your client’s industry
Offer financial comparisons and assess competitive best practices to help potential clients and win their business
Provide clients and prospects with intelligence on the industries they sell to
Validate industry trends and events for valuation, litigation support, audit, consulting, and other engagements
Offer strategic planning services, such as helping clients decide which new markets to enter
Build industry-specific campaigns, collateral, and content Improve your marketing with industry-specific insight and content
Benefits of Vertical IQ
BECOME YOUR CLIENTS' DE FACTO CFO
Your potential clients need strategic insight that goes beyond accounting guidance. Win their business by understanding their industry and business environment so that you become an indispensable team member.
Timely and Time-Saving Content
We’ve researched for you. Provide timely, strategic insight specific to your potential client’s industry without spending a lot of time on research.
Shareable Content
This is content clients and prospects want, so delight them by sharing it! Deliver financial comparisons and detailed local economic data, to differentiate yourself from the competition.
Support Your Recommendations
Validate industry trends for valuations, litigation support, audits, and more.
TESTIMONIALS
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli, First Vice President - North Regional Manager, Cambridge Savings Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.Lori Dufficy, Director of Sales and Service, Chelsea Groton Bank
Book Time with Us!
Get access to timely, and actionable intelligence that transforms you into a trusted advisor.
Our Individual Subscription will give you access to our Industry Intelligence so that you can provide your clients with tailored recommendations informed by the latest industry data, helping you be an invaluable asset to your clients.
Arm your credit team with the tools they need to successfully win, grow, and retain more business.
eMentor, a collaborative solution created by our partner organization, the Risk Management Association (RMA), combines timely and actionable Vertical IQ Industry Intelligence with well-vetted credit risk management guidance, providing a single source of readiness information for credit and lending professionals.
eMentor not only educates bankers on clients’ pain points, it teaches them how to structure smarter deals and underwrite unique business loans.
Read more about Vertical IQ and RMA’s partnership here.
Vertical IQ delivers the industry-specific insights you need to improve your confidence and turn prospects into long-lasting, loyal customers. Industry Intelligence picks up where traditional sales intel leaves off – Going well beyond ‘who’ with the super relevant info and insights to connect with clients and consistently deliver more value.
As a HighSpot Customer, Vertical IQ is excited to offer 15% off fees for the following subscription offerings:
Individual Profile Purchases (Regular Price: $125 per profile)
Vertical IQ is a trusted partner of WeBuySmallBusiness.com, offering resources to give you an edge - whether you're an individual or a team of thousands.
Vertical IQ’s Industry Intelligence - Made for One
Designed for professionals who understand the value of being prepared, our Individual Subscriptions make a single user feel like a team of many hands. Get your unique access to the specific,timely, and actionable Industry Intelligence Vertical IQ has to offer though our Individual User Subscription.
970+ Industry Profiles (covering over 97% of the US economy and Canada)
City/County Localized Industry Data
3,400+ Local Economic Profiles
13 Chapters per Profile
Sort and Target
Industry News
Role-based Prep Sheets
Credit and Risk Brief
SalesKit
Quarterly Email Alerts
Mobile App Access
Resource Center
See What's Inside Vertical IQ
Benefits of Vertical IQ
Become Your Clients' Most Valuable Resource
Your clients need strategic insight about their industries - and the industries they sell to. Understand their business environment so that you become an indispensable member of their team.
Timely and Time-Saving Content
We’ve done the research for you. Provide timely, strategic insight specific to your client’s industry - without spending a ton of research time.
Shareable Content
This is content clients want, so delight them by sharing it! Deliver financial comparisons and detailed local economic data.
Support Your Recommendations
Validate industry trends for valuations, litigation support, audits, and more.
How Does Vertical IQ Help Me?
Prep for client meetings by understanding your client’s industry
Offer financial comparisons and assess competitive best practices to help your clients’ business
Provide clients and prospects with intelligence on the industries they sell to
Validate industry trends and events for valuation, litigation support, audit, consulting, and other engagements
Help clients make strategic planning decisions, such as which new markets to enter
Build industry-specific campaigns, collateral, and content
Improve your marketing with industry-specific insight and content
Actionable Insights
Take action quickly utilizing SalesKit, News, and Industry Briefs.
Convenient Access
Gain access to our desktop platform and mobile app to get information when and where you need it.
Focused Data
Industry reports covering covering over 90% of the US economy and Canada coupled with 3,400 local economic reports.
Get going with a Small Business Pro Package to Vertical IQ.
Gain your unique access to the full Industry Intelligence platform of Vertical IQ. Information is designed and displayed to be actionable, insightful, and convenient. Let us help you win more business and expand your relationships.
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.Lori Dufficy, Director of Sales and Service, Chelsea Groton Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli, First Vice President - North Regional Manager, Cambridge Savings Bank
Where Relationship Intelligence and Industry Intelligence Meet
RelPro and Vertical IQ are solving the business intelligence puzzle. For professionals who are targeting small- to medium-sized businesses (SMBs), these two complementary solutions offer you company-specific data with accurate contact details & research on the decision makers, as well as the industry insight you need to achieve sales success and deepen customer relationships.
See Vertical IQ in action!
Key RelPro Capabilities
Actionable intelligence on 150 million decision-makers across 7 million companies with accurate emails, direct phone numbers, and digital resumes
Find companies and executives using powerful search criteria including revenue, industry, UCC, and funding history filters
Weekly alerts to stay updated on executive and company developments
Time-saving workflow and data integrations
Relationship mapping to leverage networks and enable collaboration
Key Vertical IQ Capabilities
Industry Intelligence covering more than 90% of the US Economy and Canada
Easily prepare for meetings with industry-specific call prep questions & answers
API integrations into various CRM solutions, including Salesforce.com
Engage with current prospects and customers using shareable industry content
Timely, relevant industry news articles you can easily share
Mobile app to access Industry Intelligence on-the-go
Focus on the Details
Use RelPro’s integrated data from 17 best-in-class sources covering 7 million companies and 150 million executives.
Widen the Lens
With comprehensive profiles covering more than 500 industries, Vertical IQ explains the in’s and out’s of your prospect’s industry including trends, risks, opportunities, and financial ratios.
Get a Better Picture
Incorporate the actionable intelligence from RelPro and Vertical IQ to prepare for meetings and offer tailored advice that adds value to your prospect and client interactions.
Win. Grow. Retain.
With Vertical IQ, the results speak for themselves.
Improve Win Rates by as much as
72%
Shorten Sales Cycle by as much as
33%
Cut Call Prep Time by as much as
70%
WHERE RELATIONSHIP INTELLIGENCE AND INDUSTRY INTELLIGENCE MEET
Get started with an integration of RelPro and Vertical IQ.
Gain your unique access to the full Industry Intelligence platform of Vertical IQ. Information is designed and displayed to be actionable, insightful, and convenient. Let us help you win more business and expand your relationships.
TESTIMONIALS
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.Lori Dufficy, Director of Sales and Service, Chelsea Groton Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli, First Vice President - North Regional Manager, Cambridge Savings Bank
Are you interested in partnering with Vertical IQ?
Let’s explore ways we can work together to achieve even greater success. We are always open to new ideas to deliver Industry Intelligence where and how it matters most to those who need it.
Contact us to start the conversation – let’s see where it goes!
SEISMIC AND VERTICAL IQ PARTNER TO EMPOWER BANKS WITH MORE PERSONALIZED CLIENT INTERACTIONS
Integration Relies on Seismic LiveDocs® Technology and Vertical IQ’s Rich Industry Intelligence to Automatically Generate Insightful, Custom Content for Any Industry
June 29, 2020
San Diego, CA - Seismic, the industry-leading and award-winning sales enablement platform provider, has partnered with Vertical IQ, an industry intelligence solution that readies sales and marketing professionals with the insight needed to win, grow and retain more business. Bankers can leverage Vertical IQ’s industry intelligence and Seismic’s dynamic content automation tool, LiveDocs, to generate client-facing content with insights tailored to any industry, on any device, in minutes. Research from J.D. Power shows that only a third of businesses feel their primary bank understands their needs or appreciates their business. When accessing static content from their corporate intranet portals, bankers lack the tools and resources needed to deliver the tailored experiences clients expect. With Seismic and Vertical IQ’s joint solution, bankers can rely on live data from more than 325 industries including industry risks, quarterly insights, key financial benchmarks, and industry growth data that have been packaged into an easy-to-use template that bankers can access from within Seismic. Bankers can quickly share insights directly with clients in a compliant, on-brand package that can be presented in-person via a mobile device, in print, or in a digital format.
“Business customers have come to expect hyper-personalized interactions that meet the standards that are now common-place in their personal lives,” said Bill Finnegan, Managing Director, Financial Services Marketing, Seismic. “We’re thrilled about our partnership with Vertical IQ because of the competitive advantage it will offer our banking customers. The ability to generate rich industry insights on-the-fly in a marketing-approved format will help bankers elevate client conversations from just product, to industry-specific trends, advice and guidance. It allows bankers to be a consultative partner that demonstrates their bank truly understands their business.”
In addition to enabling stronger client interactions, the Seismic and Vertical IQ partnership promotes efficiency and streamlined workflows by offering bankers a centralized location in Seismic to educate themselves with real-time information on their clients’ industries. Vertical IQ feeds content into Seismic that can be easily accessed from anywhere, including via a mobile device while on the road prior to a meeting with a client.
“Streamlining our internal processes allows us to concentrate on helping our customers’ businesses to thrive, providing valuable insights and improving their overall experience,” said Curt Myers, chairman and CEO of Fulton Bank, N.A. “Integrated tools like Seismic and Vertical IQ empower our relationship managers to stay informed, share knowledge with customers, and personalize our client interactions. This is another tool for Fulton Bank to add value and build strong customer relationships.”
According to Gartner, bankers delivering insight generate 94 percent higher fee-based revenue. Seismic and Vertical IQ’s solution directly impacts revenue by enabling banks to arm bankers with insights for personalized client interactions and deeper client engagements.
“Conversations between a banker and client should go both ways,” said Bobby Martin, CEO, Vertical IQ. “Vertical IQ and Seismic’s solution ensures conversations are backed by real-time, tailored insights so bankers can engage in better discussions and act as a trusted advisor. This helps them bring unique value and expertise to the table to win, grow and retain more business.” About Seismic
Seismic is the industry-leading marketing and sales enablement solution, aligning go-to-market teams while empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling PlatformTM delivers innovative capabilities for marketers to orchestrate content delivery across all channels, and for sellers to engage with prospective buyers in a compelling, resonant manner at every step of the buyer journey. More than 600 enterprises including IBM, PNC, American Express, and Quest Diagnostics have made Seismic their sales enablement platform of choice. The Seismic Storytelling PlatformTM integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.
To see how Seismic is being used by companies in your industry, visit seismic.com. About Vertical IQ
Headquartered in Raleigh, North Carolina, Vertical IQ is an innovative Industry Intelligence 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 over 3,400 economic/industry reports for cities and counties across the U.S., Vertical IQ quickly turns its users into industry experts, helping them win, grow, and retain more business. Vertical IQ's Industry Intelligence has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at www.verticaliq.com. About Fulton Bank, N.A.:
Fulton Bank, N.A. is a subsidiary of Fulton Financial Corporation, a $23 billion financial holding company headquartered in Lancaster, PA. Fulton Bank operates more than 225 financial centers throughout Pennsylvania, New Jersey, Maryland, Delaware and Virginia. Learn more at FultonBank.com. Media Contacts
Stephanie Jackman
Public Relations, Seismic sjackman@seismic.com
David Buffaloe
Chief Marketing Officer, Vertical IQ dbuffaloe@verticaliq.com
Laura Wakeley
Corporate Communications Manager lwakeley@fultonbank.com
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Annual Package of $1,600 (+10% discount)
