LATEST POSTS

A Closer Look at Who is Getting PPP Dollars

Posted July 09, 2020 by Bill Walker

You’ve probably seen the headlines this week about the government’s release of more details about who received money from the Paycheck Protection Program (PPP). There were some surprises in there about the amount lent to organizations like private equity and wealth management firms, as well as not for profit organizations. But much of...

The Big Break-Up: Why SMBs are Switching Banks & What You Can Do to Stop Them

Posted June 25, 2020 by Bobby Martin

2020 has been one of the toughest years for small and mid-sized businesses (SMBs) in history. Many saw a ray of hope in the U.S. government's Paycheck Protection Program (PPP). But when SMB owners called their bankers for assistance in applying, far too many were unable to get the support they needed and expected to keep their businesses...

Using Industry Research to Address Succession Planning

Posted June 14, 2019 by Nicolle Bouffard

This week, I read an article that got me thinking about the importance of succession planning for business owners. The article, entitled “CFOs not doing enough succession planning,” referenced a study conducted last year, which revealed that only a third of CFOs surveyed said that there was a succession plan in place for their roles....

Webinar Recap: Save Me! Save Me Now!

Posted June 10, 2019 by Vertical IQ

Last week, we hosted the second installment in Vertical IQ’s free spring webinar series—a presentation entitled Save Me! Save Me Now! by small business banking expert Nick Miller, president of Clarity Advantage. Miller focused on smaller business’s fraud vulnerability—with an emphasis on red flags to look for with the way your banking...

How “Purpose” Can Drive A Bank’s Success

Posted May 23, 2019 by Courtney Farfour

As the senior sales associate at Vertical IQ, I am always interested in learning about the new sales strategies and tactics that are being used by banks and bankers; it gives me insights into ways that the industry intelligence on Vertical IQ can be better integrated into their processes. To that end, I recently attended the 2019...

Webinar Recap: What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients

Posted May 09, 2019 by Vertical IQ

Vertical IQ kicked off our free spring webinar series a few weeks ago with a great presentation by Jack Hubbard, chief experience officer of St. Meyer & Hubbard, entitled What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients. In it, Jack discussed what financial professionals should consider before taking...

The Value of Anticipation

Posted April 12, 2019 by Courtney Farfour

As a mom of soccer players, I hear my kids’ coaches reiterating the importance of anticipating what is going to happen next on the field—where the ball is going to go, when the opponent is going to make their move. If you think about it, the ability to foresee what is going to happen before it happens is a vital talent in many sports....

What’s Your Story? Paint a Clearer Picture Using Financial Data

Posted March 28, 2019 by Susan Bell

Accounting Today published an article a few weeks ago entitled, “Why accountants need to be data storytellers.” Now, the storytelling concept might be familiar to people in a marketing context—it’s a technique commonly used in that field to convince you to take that next step in the sales funnel—but personally, I’ve never considered...

In a Tech-Driven World, Stand Out with Expert Advice

Posted March 15, 2019 by Vertical IQ

A recent Wall Street Journal article entitled “The Problem for Small-Town Banks: People Want High-Tech Services” struck a chord for me. It recounts the story of a Bank of America branch in Monticello, New York, that was purchased by the National Bank of Delaware County, a community bank with just a handful of branches.

The Most Valuable Advice Financial Pros Can Offer to Business Owners

Posted February 21, 2019 by Nicolle Bouffard

If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one area...

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