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.

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SHAREABLE CONTENT

This is content clients want! Deliver financial comparisons and detailed local economic data.

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SUPPORT YOUR CASE

Validate industry trends for valuations, litigation support, audits, and more.

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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 Call Prep Sheet for top-line industry details.
  • Use Vertical IQ’s industry research tools to identify attractive niche industries to pursue.
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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.
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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.
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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.

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