Intelligence Platform for the industry research and call preparation needs
Financial Services Case Studies and Success Stories with Vertical IQ
CASE STUDY Peterson Acquisitions
Vertical IQ helped Peterson Acquisitions improve client engagement and stand out in business brokerage. Michael Moore used Vertical IQ to prepare for meetings, share industry reports, and educate buy...ers and sellers. The tool made client conversations faster and more effective. Peterson Acquisitions achieved a 90% success rate in SBA deals. Clients trusted Michael more because of the data and insights from Vertical IQ.
Accounting Case Studies and Success Stories with Vertical IQ
CASE STUDY ADP
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.
Vertical IQ helped Neidenthal & Co. improve client responsiveness and gain a competitive edge. Before using Vertical IQ, the firm struggled to gather industry data quickly and efficiently. With Verti...cal IQ, they now access industry insights, benchmarking, and prep tools in one place. The mobile app lets them get information on the go. This solution saves time, boosts accuracy, and helps them have better client conversations.
Vertical IQ helps Roth and Co., an accounting tax and advisory firm, prepare their younger associates for client work. The tool gives them industry insights to focus on client needs. This helps them ...deliver more value and build trusted relationships. Alice Lerman, chief growth officer, says Vertical IQ is essential for their team’s growth and success.
Vertical IQ helped EisnerAmper improve its marketing and business development. EisnerAmper needed a better way to get industry insights for its growing team. Before, staff spent too much time searchi...ng for information. Vertical IQ gave them fast, reliable, and easy-to-use industry intelligence. This made it easier for teams to prepare for meetings and support clients. EisnerAmper now uses data to stand out from competitors.
Banking Case Studies and Success Stories with Vertical IQ
CASE STUDY Walt Parker - Business Development Officer
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.
Lakeland Bank uses Vertical IQ to enhance relationships with business owners. They aim to diversify their loan portfolio and connect with more Commercial and Industrial customers. Vertical IQ provide...s industry insights, helping bankers prepare for calls and build trust. This tool supports Lakeland's strategy to target prospects intelligently and maintain strong customer relationships.
A mid-sized bank with several hundred branches in the Southwest wanted to improve its sales and relationship management. They needed a solution to differentiate themselves and enhance conversations w...ith business owners. The bank implemented Vertical IQ's Industry Intelligence platform in 2022. Within a year, they upgraded to a three-year enterprise deal. The platform helped with call preparation, financial insights, and Salesforce integration, benefiting both retail and commercial sides of the bank.
Liberty Bank achieved $340 million in residential mortgages and $186.3 million in HELOC loans in 2022, effectively navigating a complex lending environment through personalized services and data-driv...en strategies.
Vertical IQ helped First Bank Virginia improve call preparation, sales, and credit analysis. The bank struggled to keep up with many industries and needed better research tools. Using Vertical IQ, th...ey cut call preparation time by at least 45 minutes per call. The platform gave bankers industry insights for more valuable customer conversations. Vertical IQ became a key part of their sales and credit processes.
Claremont Savings Bank, a small community bank in New Hampshire and Vermont, wanted to increase deposits and loans. They faced challenges with time-consuming research for prospecting. They adopted Ve...rtical IQ for industry insights, which saved them time and improved their preparation. Julie Martin, VP of Business Services, noted that using Vertical IQ reduced her call prep time from over an hour to just 20 minutes. This tool helped them build better relationships with prospects and existing customers by providing industry-specific insights.
Liberty Bank faced challenges in managing their residential lending portfolio, especially during the COVID-19 pandemic. They needed a tool to make informed decisions about residential loans. In 2021,... they adopted Local Market Monitor, which provides assessments and forecasts for real estate markets. This tool helped them make data-driven lending decisions and manage credit risk. It became essential for monitoring loan-to-value ratios and understanding market fluctuations. The bank continues to rely on Local Market Monitor for its valuable insights and forecasts.
CASE STUDY Regional bank (over $14 billion in assets, more than 2,000 employees)
Vertical IQ helped a regional bank shift its focus to client relationships. The bank used Vertical IQ to access industry intelligence and prepare for meetings. Bankers saved over an hour per call by ...using the platform. The solution led to more business loans, better client retention, and more referrals. Bankers gained confidence to approach new industries and won new business. Vertical IQ also helped the bank expand relationships with current clients.
Vertical IQ helped Claremont Savings Bank improve their pre-call research. Before, bankers spent over an hour searching online for industry information. With Vertical IQ, they now prepare in just 20 ...minutes. The tool gives them industry intelligence, call prep sheets, and banking-specific insights. This saves time, boosts confidence, and helps deepen customer relationships. Bankers use the platform to add value in meetings and find new upsell opportunities.
Vertical IQ helps First United Bank prepare better for customer meetings. Ted Lane, director of enterprise sales, says the tool lets them speak more intelligently with clients. This helps the bank st...and out from competitors. Vertical IQ supports their role as trusted advisors. The platform gives insights that help build strong business relationships.
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.
Vertical IQ helps Lakeland Bank connect with business owners in a changing market. The bank uses Vertical IQ to get industry insights, prepare for calls, and build stronger relationships. Bankers use... the tool on desktop and mobile to stay updated and offer better advice. Staff feel more confident and have smarter talks with clients. Lakeland Bank can now serve a wider range of business customers and stand out from competitors.
Local Market Monitor helped Liberty Bank manage residential lending during the pandemic. The bank used Local Market Monitor to track home prices and credit risk. The tool gave Liberty Bank up-to-date... real estate data and forecasts. This helped them make better lending decisions and adjust policies. The bank found the tool essential for risk management and loan-to-value analysis. Liberty Bank continues to use Local Market Monitor for ongoing credit reviews and portfolio forecasting.
Vertical IQ helped HomeTrust Bank get better industry data. HomeTrust wanted more up-to-date insights and a partner that shared their focus on customer service. Vertical IQ gave them timely industry ...news, detailed profiles, and sales tools. The bank now anticipates customer risks better and saves time with new features. HomeTrust values the partnership and improved support from Vertical IQ.
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.
Vertical IQ helped a mid-sized bank with hundreds of branches in the Southwest improve sales and relationship management. The bank needed a better way to target deposits and support business customer...s. They used Vertical IQ for industry intelligence, sales enablement, and call preparation. The platform's insights and Salesforce integration helped both retail and commercial teams. Bankers used call prep resources to have more focused conversations and save time. Financial benchmarks from Vertical IQ helped identify deposit opportunities and assess risk.
Vertical IQ helped Diamond Credit Union expand into business services. The credit union needed industry intelligence to guide its new strategy. Diamond used Vertical IQ for strategic planning and to ...target the right industries and locations. The platform supported leadership buy-in and resource allocation. It also helped attract and retain experienced business banking talent.
Vertical IQ helped a regional bank with over $14 billion in assets and 2,000 employees shift its focus to client relationships. The bank used Vertical IQ to improve business loan volume and transform... how bankers engage with business owners. Bankers quickly accessed industry intelligence, saving over an hour per client meeting. The solution led to more referrals, better client retention, and expanded brand recognition. Bankers gained confidence to approach new industries and won new business, including large deposit relationships and credit lines.
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.
First Bank Virginia, a $1.4 billion community bank, used Vertical IQ's Industry Intelligence to improve call preparation, sales, and credit analysis. The bank, with 209 employees and 20 branches, fac...ed challenges in understanding diverse customer industries. Vertical IQ helped them tailor conversations and add value to customer interactions. The pandemic increased the need for efficient call preparation, making Vertical IQ's platform even more valuable.
CASE STUDY Walt Parker, business development officer in Raleigh, North Carolina
Vertical IQ helps Walt Parker, a business development officer, build trust with his clients. He uses Vertical IQ to get industry knowledge and prepare for client meetings. This helps him ask better q...uestions and show clients he understands their needs. Walt says Vertical IQ helps him add value and stand out from competitors. He relies on it to maintain strong client relationships in the banking industry.
First Bank Virginia improved its call preparation, sales, and credit analysis using Vertical IQ's Industry Intelligence, enhancing personalized customer service and tailored conversations.
Regional Bank, with over $14 billion in assets and more than 2,000 employees, transformed its client relationships using Vertical IQ. Since 2012, the bank increased business loans and improved client... engagement, leading to more referrals and better retention. Bankers use Vertical IQ for industry insights, enhancing their prospecting and relationship-building efforts. The tool saves time and provides valuable industry-specific information, helping bankers sound knowledgeable and win new business.
Human Resources Case Studies and Success Stories with Vertical IQ
CASE STUDY ADP
ADP used Vertical IQ's Industry Intelligence to improve their Accountant Connect platform. They wanted to help accountants and their clients with industry-specific insights. ADP also aimed to train t...heir sales team and build stronger relationships with accounting firms. Vertical IQ gave ADP a simple way to access industry data, benchmarks, and statistics. This helped ADP stand out from competitors and offer more value to their clients.
