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Success Stories
Claremont Savings Bank Case Study
Here's how Claremont Savings increases deposits and loans by utilizing Industry Intelligence with the goal of gaining new customers.
Mid-Sized Bank Case Study
Mid-Sized bank integrates Vertical IQ into its sales process to leverage competition and become trusted advisors.
Liberty Bank Case Study
Take a look at how Liberty Bank used Local Market Monitor to successfully navigate a complex Residential Lending Environment.
Cornerstone Bank Case Study
Read on to learn how Cornerstone Bank's credit team built a foundation of trust using Vertical IQ's Industry Intelligence.
ADP Accountant Connect
Read on to learn how ADP's team leverages Industry Intelligence to empower their associates and provide valuable tools and resources to their clients.
Local Market Monitor Business Case Scenario
See how Local Market Monitor, a Vertical IQ product, provides award-winning economic analysis and forecasting tools.
Regional Bank Transforms Relationships with Vertical IQ
Read how Regional Bank uses the power of Vertical IQ's Industry Intelligence to deepen the discovery process and forge enduring relationships with clients and prospects.
First Bank Virginia Taps into the Power of Industry Intelligence for Call Preparation, Sales, and Credit Analysis
Discover how First Bank Virginia leverages Industry Intelligence to bolster their sales enablement and credit underwriting.
Lakeland Bank Case Study
Learn how Lakeland Bank is leveraging Vertical IQ's Industry Intelligence to lean into the future and gain an edge against competitors.
Business Development Officer Case Study Video
See how Business Development uses Vertical IQ to gain the knowledge and trust needed to provide the best experience for client relationships.
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