Vertical IQ offers an innovative Industry Intelligence solution that helps prepare bankers, accountants, financial planners, and other sales and marketing professionals who call on and advise businesses. With Vertical IQ, your team will quickly become industry experts who can win, grow, and retain more business.
You will win more deals and expand existing relationships because Vertical IQ...
Is designed specifically for sales call preparation and winning more customers. Our Industry Profiles meet the call preparation needs of advisors and sales professionals who are calling on businesses. Featuring concise videos, call prep summaries, client-shareable content, and summary dashboards, each profile includes tailored call prep questions and industry news articles to help prepare for sales calls quickly.
Helps teams incorporate Industry Intelligence into their sales process. Our proprietary SalesKit offers tools to help your team incorporate industry insights into sales activities throughout the sales process. We even provide videos with tips from proven sales experts. Vertical IQ delivers more than just industry research; we give your team the tools to help put that research into action.
Has more timely content: Our Industry Profiles are updated monthly with new industry news articles, employment figures, and wage data, and we also include Quarterly Insights for each profile. Our competitors only make updates to their profiles every six months. Plus, we review the entire profile at least annually.
Includes customizable content. We allow our customers to add their own customized content to their user interface for each Industry Profile — for example, highlighting their credit risk appetite for that industry. We also allow users to add their own notes to each industry. There are no customization options offered by the competition.
Offers local economic data.In order to offer expertise in your local markets, we provide up-to-date local economic and real estate data for over 3,400 metropolitan statistical areas and counties in the U.S. Our competition provides little or no local economy data.
Offers robust credit underwriting content and industry risk ratings. The enhanced Credit Underwriting and Risks insight contains useful data to inform lenders’ credit decisions. It includes all of the platform’s previously available industry and company risk-related content, plus a proprietary Industry Risk Rating, key industry and economic performance metrics, a Financial Comparison Toolkit, and industry-specific credit underwriting-related questions to consider before lending.
Has banker-specific intelligence. Our Industry Profiles contain certain banking-specific content, such as banking solutions for specific industry issues, bank product usage by small businesses, examples of capital equipment purchases, and working capital challenges. The competition doesn’t.
Lists and analyzes financial benchmarks. Our Industry Profiles include industry averages for common financial benchmarks such as current ratio, quick ratio, days inventory, days receivables, etc. We also include average income statements and balance sheets for use in analyzing the financial strength of a prospective customer. You won’t find this on the competition’s site.
TESTIMONIALS
Vertical IQ makes the first appointment feel like the third.Matt Zonno, Senior Vice President & Market Manager, Northwest Bank
Vertical IQ is one of the most powerful tools sales professionals can use to start more conversations with their prospects, clients, and COIs! Brynne Tillman, CEO | LinkedIn Author | LinkedIn Sales Trainer | Sales Navigator Trainer Social Sales Link
Vertical IQ provides me a leading edge to be able to build trust with the client, to be able to gain knowledge with the client that they didn’t really know that I had going into it. And it helps create a client from day one that can last throughout my career.Walt Parker, Business Development Officer
Industry Intelligence plays a big part in training our branch managers and helping them prepare for business appointments. We saw value immediately when an associate on-boarded a valuable new relationship to the bank using Vertical IQ just weeks after training.Michael Torrielli
First Vice President, North Regional Manager,
Cambridge Savings Bank
I was calling on a well-known restaurant and hotel investor in California. I knew that he was working with a major hotel chain, so I began sending him Vertical IQ’s Quarterly Emails. Since he already had a lot of experience in the hotel industry, he didn’t immediately see the value of these emails. However, as I persisted, the investor’s target market started to expand, and he began to see the value. He was able to use the “Financial Benchmarks” knowledge in negotiations and saw great success. The investor promised that because of my help, any new hotel purchase would be financed through me.Susan Mackey, Vice President Relationship Manager, Banner Bank
Vertical IQ helps us deliver greater value to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.Lori Dufficy, Director of Sales and Service, Chelsea Groton Bank
THE INSIGHTS YOU NEED TO SUCCEED
Want to increase your team’s IQ?
Vertical IQ’s Industry Intelligence has been incorporated into the successful relationship management processes of organizations of all types and sizes. Now, discover the power of Vertical IQ for yourself. Let’s get started today!
Is designed specifically for sales call preparation and winning more customers. Our Industry Profiles meet the call preparation needs of advisors and sales professionals who are calling on businesses. Featuring concise videos, call prep summaries, client-shareable content, and summary dashboards, each profile includes tailored call prep questions and industry news articles to help prepare for sales calls quickly.
