Vertical IQ: Product updates, Customer stories, and Insights | 2026 Cuspera

Vertical IQ helped First Bank Virginia cut call preparation time by at least 45 minutes. The bank used industry intelligence to improve sales, credit analysis, and customer conversations. Bankers now... have more focused, value-driven meetings with business owners. Vertical IQ became a key tool for call prep, sales, and credit processes. The platform made it easier for bankers to understand customer industries quickly.
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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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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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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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Vertical IQ helps Lakeland Bank connect with business owners and diversify its loan portfolio. The bank uses Vertical IQ for industry insights, prospecting, and relationship building. Bankers access ...detailed industry profiles and alerts to stay informed and add value for clients. Staff report more confident, informed conversations and better client engagement. Vertical IQ supports Lakeland Bank’s strategy to target prospects and build strong customer relationships.
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Vertical IQ helped Diamond Credit Union expand into business services for small and mid-sized businesses. Diamond used Vertical IQ’s industry intelligence for strategic planning and to build a three-... to five-year growth strategy. The platform supported resource allocation, helped make a case for budget and team expansion, and aided in recruiting top talent. Vertical IQ also accelerated the sales cycle by giving the team industry insights before sales calls.
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