Project Description

“The more I work with the Vertical IQ tool, the more I wish I had something like this when I was in the field. The site is intuitive and user-friendly — the Call Prep Sheets help bankers identify unique industry challenges and trends to be better prepared for calls; the Quarterly Email alerts remind them to stay in touch with business owners, and the Industry Risks help them recognize and mitigate credit concerns. We’re excited to see the bankers grow and retain business using this tool.”

MICHELE ROARK, COMMUNITY BANKING SALES AND SERVICE MANAGER