Vertical IQ: Use-Cases, Insights and Reviews | 2025 Cuspera

First Bank Virginia faced challenges in preparing for customer calls due to a diverse portfolio. They used Google searches for industry research, which was time-consuming. In 2017, they adopted Verti...cal IQ for industry intelligence, reducing call prep time by 45 minutes. The platform helped them have more tailored conversations with customers. During the pandemic, the need for efficient call preparation increased, solidifying Vertical IQ's role in their processes. The tool is now integral to their call preparation, sales, and credit analysis, enhancing customer interactions.
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Lakeland Bank wanted to diversify its loan portfolio and connect with more business customers. The COVID-19 crisis made face-to-face meetings difficult. They used Vertical IQ to gain industry insight...s and improve customer relationships. This tool helped bankers prepare for calls and understand client needs better. As a result, Lakeland Bank could offer tailored solutions like working capital and financing, enhancing customer trust and dialogue.
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In 2012, a regional bank wanted to focus more on clients rather than just services. They chose Vertical IQ to help grow their business and align with their values. Since using Vertical IQ, the bank i...ncreased business loans and transformed banker-client engagement. This led to more referrals, brand recognition, and client retention. Bankers use Vertical IQ for industry insights, improving prospecting and relationship building. The tool saves time and enhances confidence in engaging with clients.
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ADP expanded its services beyond payroll to include business process outsourcing tools for accounting, HR, and compliance. They integrated Vertical IQ's Industry Profiles into their Accountant Connec...t platform. This helped accountants and their clients with industry-specific insights. Over 80,000 accountants use Accountant Connect. ADP's approach aimed to provide personalized service and industry intelligence to small and mid-sized businesses.
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Local Market Monitor helps a Regional Bank manage residential lending risks. The bank, with over $50 billion in assets, uses Local Market Monitor's data to analyze home prices. This data supports len...ding decisions and risk management. William, a credit risk management leader, incorporates this data into monthly presentations. The data includes home price forecasts and statistics, aiding in understanding market trends.
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Walt Parker, a business development officer in Raleigh, North Carolina, uses Vertical IQ to build trust with his clients. He emphasizes the importance of trust in business banking and how Vertical IQ... provides the knowledge needed for client relationships. Walt uses the platform to ask better questions and offer specific solutions, adding value to his business relationships. He also discusses the challenges of competition in the banking industry and how Vertical IQ helps him maintain strong client relationships.
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