Insurance
A STRATEGIC ADVANTAGE
Efficiency meets effectiveness to win more business and solidify client relationships.
INDUSTRY SPECIALIZATION
Boost newer producers’ confidence and quickly build up their industry expertise.
VALUE-ADDED INSIGHTS
Learn the ins and outs of a client’s business to provide more tailored insurance solutions.
WIN DEALS, RETAIN CLIENTS
Get more sales — and fewer non-renewals — by showcasing your industry knowledge.
ACCELERATED INDUSTRY SPECIALIZATION
Put your producers on the fast track to industry expertise.
Industry specialization is becoming the norm within the insurance field, but as the most experienced folks retire, their industry expertise goes with them. Quickly get your producers and agents up to speed on clients’ businesses with Industry Intelligence.
- Producers and agents can become industry experts in just minutes, boosting confidence and preparing them to have more personalized conversations with clients and prospects.
- Covering more than 97 percent of the businesses that comprise the economy, our Industry Intelligence is comprehensive yet easy-to-digest.
- Our platform is a valuable training resource for less experienced producers or agents to gain industry-specific knowledge.
VALUABLE INSIGHTS CLIENTS CRAVE
Prove that you’re in the business of knowing your client’s business.
Business owners today are more protective of their time; they won’t take a meeting or call without a solid reason. Industry Intelligence helps producers and agents earn the right to have that client or prospect conversation by providing value.
- Show clients that you are knowledgeable about their niche, discussing industry-specific trends and risks and providing tailored advice and solutions.
- Asking better questions yields more focused conversations, highlighting the industry issues that matter most to a business owner.
- Build your team’s credibility and gain an edge by sharing industry-focused content as a personalized, value-added touchpoint with business owners.
WIN NEW BUSINESS, RETAIN EXISTING CLIENTS
Differentiate and tap into a competitive advantage.
Set your insurance producers and agents apart from the pack and gain efficiencies with Industry Intelligence. Not only will it enable them to win business from new prospects, it will solidify relationships with existing policyholders.
- Stay connected and shorten the sales cycle with tailored conversations and communications that highlight your team’s industry expertise.
- Reduce non-renewals by providing a personalized experience to existing clients, focusing on their specific industry.
- Uncover potential expansion opportunities by examining existing clients’ industry-specific trends and risks.
FILL A CRITICAL GAP
Where low-cost and low-effort meet high-yield.
When you add Industry Intelligence into your team’s arsenal, you’ll boost newer producers’ confidence and credibility, saving them time – quickly getting them up to speed on clients’ and prospects’ industries. But perhaps just as important, firm revenue will jump as producers and agents apply their newfound industry expertise to close more new business and boost renewals. Gain a winning edge over the competition in minutes with Industry Intelligence from Vertical IQ.
Business Process Outsourcing
SIMPLIFY SALES & MARKETING
Get the Industry Intelligence your team needs to boost sales success.
INDUSTRY KNOWLEDGE
Get newer associates up to speed on clients’ and prospects’ industries, quickly building confidence.
WIN MORE, RETAIN MORE
Set your organization apart from the crowd by understanding and addressing the nuances of a business.
ADD VALUE ALONG THE WAY
Share insights about common industry challenges and opportunities to continuously nurture relationships.
IN THE KNOW
Industry Intelligence enables you to learn about an industry in a flash.
With new team members coming on board frequently, you need to get them up to speed quickly on prospects or the accounts they will service. Industry Intelligence can teach them the ins and outs of clients’ and prospects’ industries in as little as 5 minutes.
- Forget Googling. In just minutes, gain the industry expertise needed to boost confidence on calls and have more tailored conversations with clients and prospects.
- In the office or on the go, access easy-to-digest Industry Intelligence covering more than 97 percent of the businesses that comprise the economy.
- Give your team the tools they need to thrive, increasing sales success and employee retention.
BE THE BIG WINNER
Make your mark as an organization that truly knows their clients.
Differentiation is the name of the game . Outsourced service providers like business process outsourcing companies, human capital management firms, and professional employer organizations must find a way to stand out. Industry Intelligence ensures you will rise above the crowded field with your ability to provide customized solutions.
- Learn about how a client’s or prospect’s industry operates – such as common risks or trends – and use that insight to offer more tailored advice and solutions.
- Arm yourself with better questions and have better conversations focused on the industry-specific issues that matter most to a business owner.
- Expand your organization's reach by exploring new industry niches to prospect.
KEEP SHINING
Become an indispensable, value-added resource to your clients.
Once you close a sale, the work has just begun. How do you retain existing clients when competitors are knocking at their door? By nurturing the relationship with Industry Intelligence from Vertical IQ.
- Build your equity in the relationship by sharing Industry Intelligence as a useful touchpoint.
- Continue to connect the dots between the latest trends or challenges in the client’s industry and the tailored solutions your organization can provide.
- Reduce client churn and become a valuable outsourced partner by staying attuned to the nuances of their industry and alerting them to new risks or opportunities.
A KEY PLAYER
Show clients you have the expertise needed to be on their team.
Don’t let your business process outsourcing, human capital management, or professional employer organization services make you seem like an outsider. Quickly get to know the intricacies of your clients’ and prospects’ industries so you can offer the best-fit solutions for their unique needs. Incorporating Industry Intelligence into your sales, marketing, and customer success processes is a low-cost, high-reward strategy that will help you win over new business and retain existing accounts.
You’ll be the BPO businesses are clamoring to work with!
Related Resources
Ace Your Sales and Marketing with Industry Intelligence
Industry Intelligence for Sales and Marketing Professionals
How to Build a "SMART" Sales Organization
Chief Credit Officer
PAINT A COMPLETE FINANCIAL PICTURE
Comprehensive insights lead to better-structured, lower risk deals.
UNDERSTAND THE LANDSCAPE
Give your credit team in-depth insights on the prospect's industry, as well as their local economy.
ANALYZE LOAN RISK
Save time on research by using our credit toolkit, including key metrics and a proprietary Industry Risk Rating.
STRUCTURE SMARTER LOANS
Create tailored deals for your client that address unique credit needs within their industry.
CREDIT UNDERWRITING AND RISKS
Get a macro and micro look at the industry and economy.
Your credit team needs to understand not only the specific business’s financial picture, but also the overall state of their industry and local economy. Vertical IQ’s Industry Intelligence gives them the macro and micro level data to better inform lending decisions.
- The “Underwriting Considerations & Risks” chapter examines aspects of the industry that may warrant additional scrutiny, including relevant Industry Risks and Company Risks.
- The “Financial Benchmarks” chapter of each Industry Profile allows your credit team to compare a specific company’s performance to that of its industry peers.
- “Local Economies” enables credit underwriters to assess the health of a business’s local market, looking at what industries are growing or contracting, where jobs are being created or lost, and how unemployment rates compare to the overall economy.
ANALYZE AN INDUSTRY'S POTENTIAL RISKS
Save time and be confident in your team's data points.
Time is money, but haste also makes waste! The Credit Underwriting & Risks chapter of each Vertical IQ Industry Profile was explicitly created with underwriters in mind. It contains extensive analytics and tools that will save time, lower risk concerns, and increase your confidence in lending decisions.
- We do the heavy-lifting with our proprietary Industry Risk Rating, formulated by seasoned credit experts, plus Key Metrics data on issues that can impact credit decisions.
- Input the numbers into our Financial Comparison Toolkit calculator to compare the client's key financial metrics to industry averages.
- Examine metrics like gross and operating profit margins, plus current ratios to get a more complete view of the client's industry.
IMPROVE LOAN STRUCTURE, WIN MORE BUSINESS
Develop credit packages tailored to the client's unique needs.
Give your credit team the industry expertise they need to not only meet your clients’ borrowing requirements but also exceed their expectations. Industry Intelligence from Vertical IQ gives bankers the in-depth analysis and risk information to provide the tailored financial solutions businesses need to succeed.
- With a thorough understanding of the client’s industry, pull together credit deals that solve unique challenges.
- Set your bankers apart from competitors and build client loyalty by passing along industry-focused content business owners can truly use.
- Identify cross-sell opportunities for card services, wealth management, treasury services, employee banking, and more with insights on industry-specific trends and bank product usage.
RMA's eMENTOR, POWERED BY INDUSTRY INTELLIGENCE
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.
BOOST CONFIDENCE, LOWER RISK
A resource your credit team can lean on.
Vertical IQ’s Industry Intelligence saves time for your credit officers and underwriters, but it also does something just as valuable: It increases lending confidence (for them AND you). When your team utilizes the credit tools and insights on Vertical IQ to learn about the risks, trends, and metrics within an industry, you can rest assured credit decisions – and your bank’s overall loan portfolio – are informed by objective data.
Bank Success Stories
Banking Success Stories
Portfolio Manager
$33 billion in assets
Challenge: Engaging with a new prospect in frozen food manufacturing, but didn’t know anything about the industry. Wanted to understand the prospect’s operation, including cash flow, their suppliers/buyers, and how they have been impacted by COVID-19.
VIQ Chapters Used: Call Prep Questions / Credit Underwriting & Risks / Financial Benchmarks / Banking Solutions
Result: Secured Commercial and capital financing opportunity for a new $20 million client.
Branch Manager
$88 billon in assets
Challenge: Wanted to learn more about an insurance agency/broker prospect to understand this industry and how to speak their language before engaging.
VIQ Chapters Used: Working Capital Summary / Call Prep Sheet / Industry Terms
Result: Was able to ask insightful questions to open up meaningful conversations about a line of credit and merchant services. Confident he’s won this potential customer’s trust and business, along with the referral to another prosperous business.
Relationship Manager
$33 billion in assets
Challenge: While preparing to speak with a lawnmower manufacturer, wanted to focus on understanding how COVID was potentially affecting the manufacturing cycle and uncovering other industry-specific trends.
VIQ Chapters Used: COVID-19 info / Industry Trends / How Firms Operate
Result: Relationship is a work in progress but is anticipated to create opportunities in the future.
Portfolio Manager
$33 billon in assets
Challenge: Wanted to learn more about the education niche in order to take advantage of a growing number of opportunities in her region. Put a report together that included cash flow, trends, and forecasts to educate her team on the vertical, which ultimately helped them win the financing of a new charter school building.
VIQ Chapters Used: Industry Trends / Industry Forecast / Working Capital / Capital Financing
Result: Secured capital financing opportunity for a new $5.5 million client
Commercial Loan Underwriter
$10 billion in assets
Challenge: Reviewing the credit-worthiness of an acupuncturist prospect, an industry he’d never come across in his years as a banker, wanted to pinpoint this industry’s vitals.
VIQ Chapters Used: How Firms Operate / Industry Forecast / Industry Brief / Industry Trends / Working Capital / Financial Benchmarks
Result: Approved a $500,000 credit loan to help finance the acupuncturist’s real estate needs.
SVP of Commercial Banking
$5.5 billion in assets
Challenge: Wanted to learn more about how clients’ industries operate and the trends impacting them so she could have deeper conversations to better understand clients and their needs.
VIQ Chapters Used: Industry Trends / Industry Structure / How Firms Operate / Call Prep Questions
Result: Helped a $500k gardening center client organize their debt and restructure their loans.
Branch Manager
$5.3 billion in assets
Challenge: An art gallery prospect was trying to determine the ideal time to open a new gallery.
VIQ Chapters Used: Financial Benchmarks / COVID-19 Information
Result: By sharing industry reports and actionable insights with the prospect, they concluded that they should delay opening the gallery until after the economy recovers from COVID. The seed was planted with her customer as a trusted advisor, however, and she expects she will win the business.
Relationship Manager
$8.5 billon in assets
Challenge: An optometrist client had aspirations to open their own brick-and-mortar store after operating out of a kiosk for several years, but could they afford it?
VIQ Chapters Used: Industry Trends / Credit Underwriting and Risk / Working Capital / Financial Benchmarks
Result: Putting all this information together into a pitch book for the client, was able to see the new $175,000 real estate deal through and help the client finance the building. Optometrist was so pleased with their experience, they referred other businesses to the bank.
Portfolio Manager
$166 billon in assets
Challenge: Wanted to know more about the industry landscape prior to a recent accounts receivable conversation with a commercial building contractor client.
VIQ Chapters Used: COVID-19 Information / Industry Forecast / Credit Underwriting and Risks / Financial Benchmarks
Result: By understanding what’s happening in her client’s industry and anticipating their potential needs, ultimately provided the client with an enhanced line of credit from $1mil to $2mil.
Financial Analyst
$166 billon in assets
Challenge: Some initial research pointed towards a construction and mixed manufacturing industry that may slow down early in the pandemic, making a loan to a client in that industry questionable. But was that the complete picture for the industry?
VIQ Chapters Used: Industry Trends / COVID-19 Information
Result: Found that there was actually an increase in construction demand, and thus was able to help approve a $2 million line of credit for a construction and mixed manufacturing customer.
Commercial Loan Officer
$1.9 billon in assets
Challenge: Before making any lending decisions, this loan officer needed to complete his due diligence research and understand the bigger picture of his tile contractor prospect.
VIQ Chapters Used: Industry Trends / Industry Forecast / COVID-19 Information / Financial Benchmarks
Result: Able to offer lines of credit totaling $1.5 million, with future growth and expansion expected for this tiling business client.
Credit Underwriter
$8.5 billon in assets
Challenge: Getting up to speed quickly prior to calls.
VIQ Chapters Used: Full Industry Profile
Result: Helpful to understand business structure, typical borrowing needs, topics for discussion, insightful questions, and identifying potential risks quickly.
Branch Manager
$5.3 billon in assets
Challenge: Prospective customers were fresh out of college and had no collateral, but they believed they had a great business idea amid the pandemic: buy tents and party supplies for outdoor seating and dining. The banker needed to learn about this unique niche, but also wanted to help educate the prospective clients on the potential for this business idea.
VIQ Chapters Used: Financial Benchmarks / COVID-19 Information
Result: Having gotten their fledgling business off the ground, the entrepreneurs are experiencing exponential growth. Now are depositing checks of $120k with the expectation to expand operations.
Retail Branch Manager
$166 billon in assets
Challenge: While she spends time each day preparing and contacting existing clients to check-in and build trust, this branch manager wanted to quickly learn about the needs of a prospect with businesses in the adult care and adult education services niches, who was referred to her.
VIQ Chapters Used: Industry Brief / Call Prep Sheet / Industry Trends / Credit Underwriting & Risks
Result: Was able to understand their needs and earn their trust. Won relationships with both businesses, and the new customer also brought their personal accounts to the bank, totaling $30k in new business.
Branch Manager
$3.6 billon in assets
Challenge: When an existing real estate agency customer came into the branch to lean more about how the bank could potentially help his business, this branch manager needed to quickly learn more about how the client fit within the bigger picture of the real estate industry.
VIQ Chapters Used: Industry Trends / Call Prep Questions / Working Capital
Result: By understanding the business owner’s potential cash flow needs, was able to successfully secure a $60,000 line of credit for the real estate firm.
Community Relationship Manager
$11.9 billon in assets
Challenge: While prepping for a meeting with a fire department prospect, this banker needed insights to understand and anticipate the prospect’s potential needs.
VIQ Chapters Used: Industry Trends / COVID-19 Information
Result: Learned that point-of-sale systems are a merchant services opportunity trending with other fire departments. Closed on a $50k new business checking deposit relationship with the new client and opened the door to other merchant services opportunities with additional fire departments in the area.
Treasury Management Officer
$5.5 billon in assets
Challenge: Wanted to have more personalized treasury conversations, but had little time to research the ins-and-outs of every industry she was calling on.
VIQ Chapters Used: Entire Industry Profile
Result: In just a matter of minutes, feels confident and prepared to exceed customer expectations by adding Vertical IQ into her call preparation routine and sharing the information with clients. Instantly makes meetings more impactful and shows the customer the valuable insight she has to provide.
Retail Bank Manager
$166 billon in assets
Challenge: Wants to be able to prepare quickly, yet effectively, for client calls and ask better questions.
VIQ Chapters Used: Industry Trends / Bank Product Usage / Working Capital / Call Prep Questions
Result: With Vertical IQ as a part of her call preparation routine, was able to discuss ways to keep a graphic designer customer’s business safe, ultimately providing the client with a $50k line of credit.
Branch Manager
$3.6 billon in assets
Challenge: Wants to have more meaningful conversations while meeting with clients and cold-calling prospective clients.
VIQ Chapters Used: Working Capital
Result: Preparing by understanding a gas station owner-customer’s working capital and potential cash flow concerns led to a $80,000 line of credit deal.
Commercial Banking Manager
$5.5 billon in assets
Challenge: Needed insights on the dental industry to prepare for a client meeting and put together a targeted pitch deck.
VIQ Chapters Used: How Firms Operate / Credit Underwriting and Risks / Call Prep Questions
Result: Won over the entire relationship (real estate, business checking, and credit) for a $1.8 million dental practice client.
Branch Manager
$3.6 billon in assets
Challenge: Wants to help business owners who need a guiding hand to understand their industry and grow their company.
VIQ Chapters Used: Working Capital / Financial Benchmarks
Result: Helps her feel like she’s known an industry for years while not being overloaded with too much information. Helps sow the seed as a trusted advisor and build relationships in the community.
Accounting Managing Partner
INDUSTRY INTELLIGENCE THAT WINS
Take your firm's specialization to the next level.
TARGETED EXPERTISE
Help your team members gain understanding in hundreds of industries in just minutes.
GROW REVENUE
When you attract new clients and expand existing relationships, revenue growth will follow.
BOOST CONSULTING
Bolster your firm’s reputation for niche expertise to harness more consulting opportunities.
SAVING TIME SAVES MONEY
Put Industry Intelligence at their fingertips.
Clients expect your firm to understand how their business operates, but your team has better things to do than comb through mounds of industry research. Using Vertical IQ’s Industry Intelligence, accounting pros can quickly get up to speed and begin providing value to clients.
- Thorough yet easy-to-digest Industry Intelligence covers more than 97% of the businesses that comprise the economy.
- Save valuable time on meeting preparation by reviewing the Industry Profile or Prep Sheet.
- Industry content is simple to share, making meeting follow-up and marketing outreach quick, yet personalized.
GROW YOUR FIRM'S REVENUE
The right choice for your bottom line.
You will generate quantifiable bottom line results when you add Industry Intelligence to the equation. Equip your team to win new business and expand existing relationships as they incorporate personalized tactics such as:
- Sharing industry-focused articles and updates, as well as economic data, solidifying your firm's reputation as a value-added advisor.
- Reviewing industry trends and valuation data to uncover cross-sell opportunities like succession planning, wealth management, and more.
- Analyzing Industry Intelligence to identify lucrative niche industries.
CONSULTING OPPORTUNITIES
Become the go-to accounting firm for consulting.
We all know how lucrative consulting work can be. Grow your firm’s reputation for industry expertise within your community and beyond by tapping into Industry Intelligence.
- Enable team members to not only increase their industry knowledge but capitalize on it when you win consulting gigs.
- Pursue keynote speaking opportunities and create highly tailored, industry-focused presentations to further showcase your team's niche expertise.
INSIGHTS THAT WIN
Industry Intelligence sets the bar.
When your accounting firm has the right Industry Intelligence tool, it makes a world of difference: saving time, boosting confidence, winning business, and retaining clients. It can even take your team to the next level within the consulting space, elevating your profile as the go-to firm for industry expertise.
Accounting Marketing Director
YOUR TEAM'S GO-TO RESOURCE
Get tangible results from your marketing efforts with Industry Intelligence.
ACCOMPLISH MORE
Industry Intelligence enables your team to work more efficiently, saving time and effort.
TARGET YOUR MARKETING
Create focused campaigns that speak directly to your clients' and prospects' pain points.
GROW REVENUE
Meet your firm's revenue and growth goals by attracting new clients and expending existing relationships.
ACCOMPLISH MORE DURING YOUR DAY
Save your team valuable time.
- A small staff can achieve big results when they have the right tools at their disposal. With Industry Intelligence, you can create both efficiencies and effective marketing content. We’ve done the legwork for you!
- Our easy-to-digest Industry Intelligence covers more that 97% of the businesses that comprise the economy, saving time and effort.
- Help key team members prepare for meetings in just minutes by reviewing the Industry Profile or Prep Sheet.
- Shareable, personalized content makes client or prospect follow-ups a snap for the accountant.
TARGETED MARKETING
Speak their language.
- Effective marketing requires you to meet the client or prospect where they are. Industry Intelligence enables your team to “talk the talk,” whether in person or via your marketing collateral.
- Incorporate Industry Intelligence into your content development processes to create tailored presentations and marketing pieces that resonate.
- Gain an understanding of common industry risks and trends, as well as factors impacting the local economy.
- Ask the right questions and have industry-focused conversations about the issues that matter most to the client or prospect.
GROW REVENUE
Make a positive impact on the firm's bottom line.
Marketing is often seen as revenue-spender. Prove your team’s value and generate tangible bottom line results by bringing in new business and growing existing relationships. Industry Intelligence allows you to:
- Share industry articles and updates, as well as economic data, to build the firm's reputation as a value-added advisor.
- Set your firm apart from competitors by utilizing Industry Intelligence to pursue prospects in niche industries.
- Identify cross-sell opportunities for succession planning, wealth management, and more with insights on industry-specific trends and valuation data.
INDUSTRY INTELLIGENCE FOR THE WIN
A tool you and your firm can count on.
Effective marketing helps a company stand out from the crowd. Industry Intelligence ensures your team has the insights needed to develop the tailored marketing collateral your accounting firm needs to win more new business while also solidifying your trusted advisor role with existing clients.
Head of Business Banking
GIVE YOUR TEAM AN EDGE
The go-to tool to win clients and achieve revenue growth results
SAVE TIME
Bankers can prepare for client and prospect calls in a flash when they use the right Industry Intelligence tool.
BOOST CONFIDENCE
Spending just 5 minutes prepping with Vertical IQ ensures bankers are armed with expertise and confidence.
WIN DEALS
Meet division revenue and growth targets by closing new deals and expanding existing relationships.
HELPING BANKERS SAVE VALUABLE TIME
Cross off more to-dos in less time.
Your team of business bankers has an ever-growing list of responsibilities; it can feel like there just aren’t enough hours in the day. The daunting chore of researching a client’s or prospect’s industry is easy to push to the bottom to the to-do list. But using Industry Intelligence makes this important task a snap.
- Bankers can transform into industry experts in just minutes, readying them to have a more tailored conversation with their client or prospect.
- Our easy-to-digest Industry Intelligence covers more than 97 percent of the businesses that comprise the economy.
- Shareable content makes follow-up simple for the banker and personalized for the business owner.
BOOST YOUR BANKERS' CONFIDENCE
A valuable resource they will love to use.
Bankers may have a lot of arrows in their quiver, but those tools don’t alway hit the mark for building confidence (or a book of business). Our platform is intuitive and easy-to-use, plus we offer resources to ensure your bankers get even more value out of Industry Intelligence. With Vertical IQ, your bankers will:
- Go from generalist to industry experts as they quickly gain an understanding of industry-specific trends and risks.
- Ask better questions and have more focused conversations about the issues that matter most to a business owner.
- Share industry articles and updates, as well as economic data, to build their reputation as a value-added advisor.
WIN MORE BUSINESS
Close new deals while growing existing relationships.
Whether it’s bringing in new clients or cross-selling current ones, your team will hit their revenue numbers every quarter when they incorporate Industry Intelligence into their sales processes.
- Set your bankers apart from competitors by utilizing Industry Intelligence to pursue prospects in niche industries.
- Identify expansion opportunities for commercial lending, wealth management, employee banking, business borrowing, and more with insights on industry-specific trends and bank product usage.
- Hone in on new areas of economic expansion in bankers' locale to land lucrative new deals.
AN INVESTMENT IN YOUR BANKERS' SUCCESS
The Must-Have Tool for Business Bankers
Industry Intelligence will save your bankers’ time, which in turn, saves money. But what’s more, you’ll actually see revenue soar as bankers close more deals and win more business. In 5 minutes, your team members can boost their understanding of the issues keeping business owners up at night, enabling them to offer the tailored advice clients want and the banking solutions they need to succeed.
Chief Banking Officer
LEAD AND SUPPORT YOUR TEAM
Advance strategic and financial goals with Industry Intelligence.
EXPAND RELATIONSHIPS
Set your bank apart from the rest with deeper industry, market, and business insight.
MINIMIZE RISK
Easily discover credit weaknesses, work out problem loans, and reduce risk exposure.
FUEL GROWTH
Find and develop long-term growth strategies and identify new markets for expansion.
STRENGTHEN AND EXPAND RELATIONSHIPS
Show them you're no ordinary bank
Today’s customers aren’t just looking for a bank. They’re seeking experienced business advisors. Demonstrate your expertise and watch longer-lasting, more lucrative relationships come to life.
- Turn your bankers into industry experts with detailed financial data, critical industry insights, and business trends across 530+ industries
- Deliver highly focused solutions using local economic reports for 3400+ metro areas
- Dig deeper into your clients’ business challenges and uncover new opportunities
SERVE & PROTECT
Reduce risk for your clients and your bank
Keep your lending objectives, policies, and practices in check to lessen risk for your clients and your bank.
- Gain an in-depth understanding of industry-specific credit risks to monitor lending
- Access detailed market info and guidance for loan structure and pricing to meet quality, profit, and asset/liability goals
- Stay on top of lending regulations and market trends to amend loan policies and practices to ensure a balanced competitive position and profit potential
FUEL GROWTH
Grow Smart
Ensure consistent progress toward your bank’s strategic and financial goals.
- Provide informed commercial lending, wealth management, business borrowing, and more with a detailed understanding of the local community
- Refine and expand your loan portfolio with an in-depth analysis of developing trends
- Identify new areas of expansion and coordinate efforts to nurture lucrative relationships
BALANCE YOUR BANK'S STRATEGIC PLANS
Inform Strategic Plans and Meet Financial Goals
Industry Intelligence informs the strategic plans of your bank and your clients. Find out how you can continually expand relationships, provide business guidance to meet and exceed financial goals, and help minimize your bank’s risk exposure.
Related Resources
Industry Intelligence for Bankers
Bank Sales Enablement
POWER-UP PRODUCTIVITY
Simplify & Strengthen Sales Processes
FUEL THE FUNNEL
Feed and speed leads with industry-specific data and insights at every step of the sales cycle.
ENABLE EXCELLENCE
Boost the impact and productivity of bankers, and relationship and portfolio managers.
FOCUS SALES EFFORTS
Find and develop long-term growth strategies and identify new markets for expansion.
FEWER RESOURCES? NO PROBLEM
Achieve sales targets with ease
Sales operations and enablement leaders use Industry Intelligence to simplify and streamline sales processes, cut costs and time wasted searching for industry specifics, and achieve aggressive sales targets even with limited resources.
- Oversee the sales funnel and keep prospects moving forward with detailed financial data, critical industry facts, and timely business trends covering more than 97% of the U.S. economy.
- Strengthen sales forecasting with highly-specific industry insights and detailed regional economic data to close deals faster.
- Address sales gaps that can cost your bank valuable deals with actionable, convenient, and focused Industry Intelligence.
BOOST PRODUCTIVITY
Everything in easy reach
Keep sales and customer care teams productive and positive — and retain your superstars — with ready-to-work enablement tools and insight accessible from anywhere, at any time.
- Ensure everyone is prepped for sales and client outreach calls with critical questions they should be asking (and why).
- Empower client service excellence with tailored and ongoing industry insight.
- Make it easy for reps to demonstrate industry knowledge and share business-specific insight prospects and clients can use immediately.
REFINE AND ALIGN
Stay on track
Make it easy for your team to focus on current and potential customers’ financial needs and objectives — and set your bank apart from the competition — with Industry Intelligence.
- Fuel business growth with more focused insight into cash flow challenges, equipment purchase ideas, and bank product applications.
- Recommend appropriate financial products and services to clients during initial sales and up-sell efforts.
- Deliver thought leadership, market research, and tactical content to win and keep more business.
MOVE THE NEEDLE
Achieve goals and targets faster
Industry Intelligence ensures sales teams have everything they need to move the needle and achieve sales targets. Find out how you can meet sales growth and revenue goals faster with Industry Intelligence.
Bank Marketing Director
CAPTURE MORE MARKET SHARE
Strengthen your brand value and identity with Industry Intelligence.
REFINE MARKETING PLANS
Refine strategic marketing plans to increase market share, beat competitors, and boost bank profits.
BUILD RELATIONSHIPS
Go beyond products and services to show customers the value you bring to banking relationships.
EXPAND YOUR REACH
Examine industry shifts, explore new markets, and move into new regions and communities to expand your banks territory.
BETTER MARKETING. BETTER RESULTS.
Tailor your marketing efforts for more impact
Increase awareness of your bank and deliver qualified leads with tailored marketing efforts built on industry specifics, trends, and market drivers instead of assumptions.
- Develop and deliver on brand promises that provide pre-transactional value.
- Use detailed financial data, critical industry facts, and business trends across more than 97% of the US economy to connect with target markets.
- Increase brand equity with regional economic data and community financial insights to become the natural choice for customers.
CONNECT WITH CLIENTS
Convince customers you’re the right choice
Attract and retain a clearly defined audience and drive more profitable customer banking activities with Industry Intelligence.
- Connect your bank’s reputation, products, and services directly with customers’ real-time challenges and business concerns.
- Demonstrate industry knowledge and the value you provide over competitors.
- Learn about and influence community and market perceptions about your bank.
REACH A WIDER AUDIENCE
Less General. More Specific.
Embed detailed tactical information and industry facts clients can use right now in all of your marketing efforts.
- Create industry-specific campaigns that speak directly to business owners.
- Lift the burden of content development and regularly deliver timely, actionable info prospects and clients can use right now.
- Identify and explore new markets to expand your reach and build a more loyal customer base.
- Deliver thought leadership, market research, and tactical content to win and keep more business.
MOVE MARKETING FORWARD FASTER
Inform and Strengthen Strategic Marketing
Industry Intelligence informs and strengthens the impact of strategic marketing plans. Find out how you can meet marketing, sales, and revenue objectives faster with Industry Intelligence.
Technology
SAVE TIME, ADD VALUE
Learn the ins and outs of any industry in just minutes by tapping into the Industry Intelligence found on Vertical IQ.
BETTER PROSPECTING
We not only help you identify niches to pursue, we ensure you are prepared to wow prospects during meetings and conversations.
HAPPIER CLIENTS
Offer solutions tailored to your client’s industry, and provide them with valuable insights into trends within their vertical.
STRENGTHEN YOUR BRAND
Boost your reputation with improved online content, and ensure your brand is viewed as offering value and insight.
THE INSIGHTS TECH FIRMS NEED
Better Information for Better Prospecting
Covering more than 97 percent of businesses that comprise the U.S. economy, Vertical IQ enables you to identify top industries to target your prospecting efforts. Also use Industry Intelligence to save time on pre-meeting research and have more focused conversations about prospects’ specific needs.
- Learn about the latest risks and challenges impacting certain industries to focus your prospecting efforts on lower-risk niches.
- Integrate industry-specific content into your prospecting letters, call scripts, and presentations using our SalesKit, available on every Industry Profile.
- Become an expert on prospects’ industries prior to meetings, quickly getting up-to-speed on key facts, industry news, trends, and more.
- Build instant rapport when you ask salient questions to get the conversation started.
A TAILORED APPROACH
Increase Client Satisfaction
Asking better questions helps you bring more customized technology solutions to the table. Continue to nurture relationships by providing clients with the latest Industry Intelligence on their niche.
- Use our Call Prep Questions to ensure you discuss the issues that are keeping your clients up at night.
- Provide tailored solutions for those challenges, personalizing your sales pitch with industry trends and challenges.
- Incorporate key insights into your ongoing relationship development communications, sharing timely news articles and information on technology-related trends in their industry
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BRAND-BUILDING
Become Known for your Insightful Solutions
Move beyond mere “awareness” when engaging a prospect or client. Ensure your technology brand is synonymous with solutions, value, and insight. We can help!
- Boost credibility and rapport with prospects and clients by sharing relevant industry news, trends, and potential risks — all found within the Industry Profile.
- Create industry-focused content for your website, social media, enewsletters, and digital campaigns, becoming the go-to source for custom solutions.
- Tailor your marketing collateral based on your company’s initiatives, sending current, topical information to clients and prospects.
HARNESS THE POWER OF EXPERTISE
Put Vertical IQ’s Industry Intelligence to work for your technology firm.
Industry Intelligence can be your firm’s secret weapon. Incorporating in-depth industry knowledge into your sales and marketing processes enables your team to immediately relate to business owners and provide the tailored technology solutions they want. Let us show you how to get started today.
Small Business Advisors
SAVE TIME, ADD VALUE
Advisors can learn the ins and outs of any industry in just minutes when they tap into the Industry Intelligence found on Vertical IQ.
GET UP TO SPEED QUICKLY
We’ve done the research for you. When time is tight, prepare quickly for meetings and counselling sessions with business owners.
ASK BETTER QUESTIONS
Better questions yield better advice. Delve deeper into industry-focused challenges and opportunities when you know what to ask.
SHARE KEY INSIGHTS
From industry risks to benchmark data to local economic information, pass along the latest research to your clients as a value add.
SAVE TIME, SAVE MONEY
Establish rapport by speaking the business owner’s language.
We’re your go-to source for pre-meeting research. The Industry Intelligence on Vertical IQ will quickly get small business advisors up-to-speed on the details of their client’s industry, enabling them to provide crucial insights and invaluable advice to small to medium-sized business (SMB) owners.
- Quickly understand the top trends and the potential challenges small business owners may face when starting a business within a particular niche.
- Gain the industry expertise needed to walk through cash flow, explore potential expenses, and discuss typical equipment purchases.
- Save time and money by streamlining the research tools advisors need in order to counsel small business owners.
MORE PRESCIENT CONVERSATIONS
Ask questions tailored to the business owner’s industry.
An advising session that incorporates Industry Intelligence into the discussion will be more productive. You may even ask questions on subjects the business owner hadn’t thought of yet!
- Create thought-provoking, tailored conversation starters by using the Role-Based Prep Sheets found on every Industry Profile.
- Dig into the details with probing questions on integral topics like financial benchmarks or industry-specific trends to help the SMB owner explore all aspects of their business.
- Shine a light on potential pitfalls — identifying risks that the business owner hasn’t considered — and explore ways to mitigate them.
SHAREABLE CONTENT
Provide more value to small business owners by passing along the latest updates on their niche.
Offer timely industry news articles and insights, along with local economic data, to add value to client meetings and other communication touch-points.
- Boost credibility and rapport with small business owners by sharing relevant industry news, trends, and potential risks, as well as financial comparisons and more — all found within the Industry Profile.
- Incorporate industry-specific benchmark data and forecasts into clients’ business plans.
- Provide key insights into client’s current business footprint and inform expansion planning by passing along Local Economies data.
- Beef up newsletters, social media posts, webinars, and website content with industry-specific content.
HARNESS THE POWER OF EXPERTISE
Put Vertical IQ’s Industry Intelligence to work for your small business advisors and clients.
Industry Intelligence can be your small business advisors’ secret weapon. Being prepared with in-depth industry knowledge enables them to immediately relate to business owners and provide sage, tailored advice.
Ready to save time and money by incorporating Industry Intelligence into your advisory processes?
Let’s get started today.
Banking
ARMING BANKERS WITH INSIGHT
Grow your book of business and increase customer satisfaction by using our 530+ industry reports and step-by-step approach to industry specialization.
WIN NEW CUSTOMERS
We’ve done the research for you. Provide timely, strategic insight specific to your prospect’s niche.
...AND RETAIN EXISTING ONES
Deliver value and deepen relationships by sharing the latest industry news and trends.
BOOST LOAN GROWTH
Identify lending opportunities and validate industry trends for the credit underwriting process.
EXPAND PRODUCT COVERAGE
Cross-sell opportunities are there for the taking, and we help you seize them.
MORE EFFECTIVE PROSPECTING
Save time on pre-call research.
Business owners are more likely to do business with a banker who demonstrates a knowledge of their industry and business challenges, rather than a banker who simply gives a generic product pitch. Our Industry Intelligence arms you with expertise that will move the dial.
- Dramatically cut down on research time. Review the Industry Profile for your prospect’s industry prior to your meeting to gain valuable expertise. If time is tight, read the five-minute Prep Sheet for top-line industry details.
- Elevate your conversation. Our industry-specific Call Prep Questions ensure your discussion is always focused and productive.
- Customize your pitch. Incorporate Industry Intelligence such as bank product usage, equipment purchasing examples, and working capital challenges to offer a more consultative approach to selling.
- Hone your prospecting efforts. Use Vertical IQ’s industry research tools to identify attractive niche industries to pursue.
NURTURE CLIENT RELATIONSHIPS
Provide more value to your clients.
Offer timely industry news articles and insights, along with financial benchmark data, to add value to client meetings and other communication touch-points.
- Boost credibility and rapport with your clients by sharing relevant industry news, trends, and potential risks, as well as financial comparisons and more — all found within the Industry Profile.
- Provide key insights into your client’s current business footprint and inform expansion planning by passing along Local Economies data.
- Our SalesKit offers industry-specific letters, presentations, graphics, and financial statistics that are easily shared and discussed to help drive in-depth, consultative conversations.
LENDING SIMPLIFICATION
Streamline the underwriting process.
Vertical IQ’s Industry Intelligence helps bankers identify and win new loan opportunities and supports lenders’ credit underwriting tasks.
- Use key industry and economic performance metrics to get a clearer view of the lending landscape.
- Our proprietary Industry Risk Rating takes into account financial risk, exit rates, industry performance during downturns, barriers to entry, and the industry outlook.
- The Financial Comparison Toolkit includes a custom analytics calculator, enabling you to compare key financial metrics to industry averages. Results can easily be downloaded for discussion with your client or prospect.
- Industry-specific credit underwriting-related considerations enable lenders to assess creditworthiness before extending a loan offer.
DEEPEN RELATIONSHIPS
Go beyond deposits and loans.
Vertical IQ provides content that helps bankers uncover and explore opportunities for cash management and other banking products.
- Review the Banking Solutions chapter to learn what products others in your client’s niche are utilizing.
- Use the latest valuation data to explore succession planning opportunities, as well as employee stock options.
- Consider industry trends and outlook data for potential wealth management engagement.
SEIZE YOUR COMPETITIVE ADVANTAGE
Put Vertical IQ’s Industry Intelligence to work for you.
Whether you’re in business, commercial, or retail banking — relationship management, wealth management, underwriting, or financial marketing — fuel bottom line-boosting results when you add Vertical IQ into your processes. Start winning more deals today.
Accounting
EXPERTLY WRITTEN INDUSTRY INTELLIGENCE
We have the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data.
TIMELY & TIME-SAVING
We’ve done the research for you. Provide timely, strategic insight specific to your client’s industry.
SHAREABLE CONTENT
This is content clients want! Deliver financial comparisons and detailed local economic data.
SUPPORT YOUR CASE
Validate industry trends for valuations, litigation support, audits, and more.
MORE VALUABLE CONTENT, LESS EFFORT
Save time on pre-call research.
Vertical IQ makes industry research quick and easy. In just minutes, learn how an industry works, prepare for client meetings, or set your firm up for industry specialization.
- Review the Industry Profile for your client’s industry prior to your meeting to gain valuable expertise.
- If time is tight, read the five-minute Prep Sheet for top-line industry details.
- Use Vertical IQ’s industry research tools to identify attractive niche industries to pursue.
CONTENT DESIGNED TO BE SHARED
Client deliverables that move the dial.
Oftentimes, SMB owners simply don’t have time to seek out the latest industry data. Sharing Vertical IQ’s Industry Intelligence bolsters your guidance and elevates your value.
- Ask better questions, and have better conversations. Our Call Prep Questions enable you to use your industry expertise to have more productive client meetings.
- Build credibility and rapport with your prospects and clients alike by sharing relevant industry news, trends, and potential risks, as well as financial comparisons.
- Offer key insights into your client’s business footprint by passing along Local Economies data.
PUT INDUSTRY INTELLIGENCE TO WORK FOR YOU
Set your firm apart from the crowd with our robust API.
Industry Intelligence should not be kept secret or stuck inside a long research paper. Use Vertical IQ’s content to tailor your everyday communications and validate important documents.
- Our API lets you incorporate Industry Intelligence into platforms such as customer relationship management systems, your intranet, or company website.
- Our SalesKit includes industry-specific letters, presentations, graphics, and financial statistics that are easily shared and discussed to help drive in-depth, consultative conversations.
- Use industry trends and peer financial data to bolster valuations and audits, as well as for litigation support.
INFORM YOUR ADVICE
More informed, more personalized guidance.
Quickly prepare for client meetings, share value-added content, and improve your firm’s niche specialization. It’s easy with Vertical IQ! Get started for free.
Industry Solutions
WIN THE SALES RACE
Get ahead fast and stay ahead with Industry Intelligence specific to your client’s unique challenges and concerns.
GET READY
Arm yourself with the competence, confidence, and credibility to create memorable first impressions and enduring relationships.
GET SET
Set yourself and your team up for success every time with detailed data and insights specific to multiple industries and verticals.
GO!
Grow your business and create loyal customers with the focused power of Industry Intelligence.
Find out how we can help you win in:
ACT LIKE THEIR CFO
Accounting
Small- and medium-sized business (SMB) owners look to you for advice and direction. Point them in the right direction with Industry Intelligence and help your advisors:
- Get up-to-speed fast on a vast array of industries.
- Provide real value, guidance, and industry-specific info to SMB owners.
- Access trusted insight from experts at America’s SBDC, US Small Business Administration, and more.
BY BANKERS, FOR BANKERS
Banking
Developed by bankers for bankers, Vertical IQ delivers banking-specific content, such as bank product usage, equipment purchasing examples, working capital challenges, and more. The competition doesn’t.
- Stay on top of market changes impacting clients.
- Drill down into regional markets and local competition.
- Build trust with quarterly updates packed with financial and business insight.
BE A KEY PLAYER
Business Process Outsourcing
Give clients and prospects an apparent reason to choose your organization over your competitor by providing a personalized experience.
- Get newer associates up to speed on clients and prospects industries, quickly building confidence.
- Set your organization apart from the crowd by understanding and addressing the nuances of a business.
- Share insights about common industry challenges and opportunities to nurture continuous relationships.
FILL A CRITICAL GAP
Insurance
Open more doors to insurance producers and agents by using Industry Intelligence to quickly get your team up to speed on clients’ niches.
- Boost newer producers' confidence and quickly build up their industry expertise
- Learn the ins and outs of a client's business to provide more tailored insurance solutions.
- Get more sales – and fewer non-renewals – by showcasing your industry knowledge.
TRUST IS EVERYTHING
Small Business Advisors
Generic questions like, “How’s business?” don’t give you useful information about your client or their business. Our three industry-specific questions invite more in-depth, insightful client conversations.
- Tailor your conversation to show your client that you have taken the time to learn about their industry.
- Get to the heart of the matter by examining the client's industry-specific challenges and trends.
- Become a consultative partner by offering solutions customized to their unique needs.
BLEEDING-EDGE INSIGHTS
Technology
Tech moves fast. Technology leaders move faster. Industry Intelligence from Vertical IQ offers bleeding-edge business insights that provide:
- Detailed business context for advanced IT solutions and services.
- Forecasting and financial benchmarking data essential to start-ups.
- Vertical insight to better position products and expand opportunities.
STAY OUT IN FRONT
Blow away the competition using Industry Intelligence to connect with and keep more customers.
Related Resources
Problems We Solve
BECOME A SALES STANDOUT
Sail over sales barriers and start connecting with clients on a whole new level with Vertical IQ.
FAST
Finally, the precise & concise info needed to prep for meetings and connect with clients is right at your fingertips.
FOCUSED
Your clients have industry-specific challenges. Now you have the Industry Intelligence to solve them.
FINANCIAL
Detailed financial data for regional and local economies helps you and your clients crush the competition.
FUTURE-FORWARD
Flex your sales muscles and stay ahead of industry-impacting trends with future-forward data and insights.
GET TO THE POINT
Start Smart
Proper call and meeting preparation is essential to success. But no one has hours to spend on tedious Internet searches that turn up nothing but random info. Start smart with Industry Intelligence to:
- Know as much as possible about your potential clients before outreach
- Understand the issues impacting prospects today and into the future
- Ask the right questions, every time, to demonstrate interest and expertise
STICK TO THE FACTS
Be Specific
Think they’re looking for a generalist? Think again. Trusted advisors deliver highly-detailed data and insight specific to a client’s industry. Industry Intelligence from Vertical IQ makes it easy to:
- Quickly grasp the complexities shaping prospects’ unique businesses and industries
- Position yourself as a true insider with timely, localized info and industry analysis
- Share industry-specific letters/emails, news articles, slides, and leave-behinds to demonstrate expertise (all included in our Sales Kit)
BREAK DOWN BARRIERS
Go Local
Knowing everything you can about where your prospects and customers are doing (or attempting to do) business matters. Break down barriers and empower real business growth using Industry Intelligence to:
- Explore opportunities for business growth and transformation
- Detail and discuss local economic trends impacting SMBs
- Align financial projections with regional and local economic realities
Stay Current
Steer Them Forward
It’s easy to fall behind with so much changing so quickly in today’s chaotic business climate. Vertical IQ provides the timely, business-specific insight you need to:
- Keep prospects and customers ahead of rapidly shifting markets and trends across more than 97% of the U.S. economy
- Apprise and advise clients on the impact of real-world current events (when they’re happening)
- Share quarterly updates and help clients respond proactively to Current Conditions happening in a specific industry
WE’VE GOT YOUR BACK -- SO YOU ALWAYS HAVE THEIRS
Trust Vertical IQ to deliver the industry-specific insight you need to turn prospects into long-lasting, loyal customers.
Solutions
FINISH FIRST EVERY TIME
Get out in front of the competition
-- and out of your own way.
Vertical IQ makes it easy to edge out the competition with focused Industry Intelligence and practical problem-solving tools designed specifically to help you win the sales race.
PROBLEMS WE SOLVE
Vertical IQ solves the issues standing in the way of your clients’ (and your own) success. We’re here to help you speed the sales process, win more business, dig into regional issues, deliver timely insight, and much more.
Industry Solutions
Our focused industry solutions (for Accountants, Bankers, and Technology professionals, as well as Small Business Development Centers) zero-in on the unique issues you and your clients are facing today.