Vertical IQ is now embedded at Lakeland Bank, helping advisors accelerate discovery, prospecting, and relationship building. Detailed insight into a wide array of industries helps generalists identify current client challenges, then match and solve them with Lakeland’s products and services. Industry Profiles with quarterly alerts keep bankers apprised of market changes that could impact clients — boosting confidence and serving as an outreach reminder and value-add that can be forwarded to customers.
“Vertical IQ fits Lakeland Bank’s strategies and philosophy for targeting prospects in an intelligent manner and building great relationships with our customers,” said Karen Garrera, Executive Vice President and Chief Retail Officer of Lakeland Bank.
Vertical IQ is available to Lakeland bankers on their desktops and via a mobile app accessible on any device, so the Industry Intelligence they need is always just a click away. “The industry insight available through Vertical IQ helps Lakeland representatives talk intelligently on business calls, promote the solutions we offer, develop relationships, and deepen trust with clients,” she said.
Lakeland Vice President and Business Banking Officer Jason Rivera agrees. “Everything you need to prepare for a call and deliver real value is easily accessible with Vertical IQ, so you can ask key questions or share trends specific to the customer, even if you’re not familiar with their industry,” he said. “By using Vertical IQ, I have much deeper insight about my prospects’ and existing customers’ concerns — so I can explain exactly how Lakeland can help them with working capital, financing, a line of credit, or something else,” emphasized Kenneth Partyka, Vice President and Area Manager for several of Lakeland’s NJ offices. “Having a stronger understanding of their concerns and what they may need from our bank demonstrates genuine interest and creates an excellent dialogue right from the start.”