TRAINING SESSIONS

Live Training Sessions for Vertical IQ Customers

General Vertical IQ Orientation

A basic navigation of the Vertical IQ platform highlighting the most practical tools and features to help new users begin their journey or a reminder for seasoned users of Vertical IQ.

Dates/Times Available:

Wednesday, November 10th, at 1:00pm ET

Wednesday, December 9th at 1:00pm ET

Wednesday, January 13th at 3:00pm ET

Wednesday, February 10th at 1:00pm ET

Wednesday March 10th at 3:00pm ET

COVID-19 Resources & NEW Credit Underwriting/Risk

In the Topic sessions, we’ll review where bankers can find the COVID coverage on the public site, the platform, industry news, and local economic reports; discuss profile chapters that are most beneficial to bankers/business owners right now; and offer ideas on sharing content to stay connected to business owners.

Furthermore, we’ll review the NEW Credit Underwriting and Risks Chapter (formerly “Industry Risks”), which now contains even more useful data to inform your credit decisions. It includes: an Industry Risk Rating, Key Industry Performance Metrics, Financial Comparison Toolkit, Specific Credit Underwriting Related Questions, and more.

Dates/Times Available:

Thursday, October 22nd at 2:00pm ET

Thursday, November 19th at 1:00pm ET

Thursday, December 17th at 2:00pm ET