Grow your book of business and increase customer satisfaction by using our 530+ industry reports and step-by-step approach to industry specialization.

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We’ve done the research for you. Provide timely, strategic insight specific to your prospect’s niche.

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Deliver value and deepen relationships by sharing the latest industry news and trends.

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Identify lending opportunities and validate industry trends for the credit underwriting process.

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Cross-sell opportunities are there for the taking, and we help you seize them.

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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.
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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.
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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.
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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.
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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.

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