Here at Vertical IQ, we are passionate about helping our customers understand industry-specific cash flow and cash management issues. Cash flow is a concern for nearly every small to medium-sized business (SMB). Evening out payables and receivables, ensuring you have enough cash on hand, but not TOO much liquidity — it’s a balancing act...

Today, it is more critical than ever to have access to Industry Intelligence so that you can advise clients and add value. Why?

We see you, accounting marketer. We understand that the pressure is on to figure out new ways to set your firm apart from competitors. We also know that you are constantly expected to do more with less, as though you were a magician pulling rabbits out of your hat!

We have to find glimmers of hope where we can lately, and the most recent jobs report is no exception. In August, the U.S economy added 1.4 million jobs — an impressive sounding figure — but the truth of the matter is that we are still at a deficit as compared to pre-COVID-19 numbers. 

Sitting outside on my deck this morning, I caught sight of a small lizard zooming by. It first changed colors to match the wood railing, somehow managing to sneak right past my dog, Finley. A quick jump into the bushes and the lizard was suddenly bright green, blending with the leaves. I couldn’t help but think of a recent conversation...

Thanks to the increased use of technology like ATMs, online banking, and direct deposit, bank branch traffic has steadily declined in recent years. Without that face-to-face, in-branch contact, bankers have lost access to those interpersonal relationships that used to encourage consumers to remain loyal to their bank.

It’s no secret that B2B banking is becoming increasingly commoditized. These days, small- and medium-sized businesses (SMBs) are using far more banks than even just a few years ago. According to Gartner’s 2016 study, “A New Basis for Competitive Advantage,” 53 percent of companies use four or more financial providers. 

The new year is a good time to start new, better habits, from improving our diets to exercising more. But it is also a great time to turn over a new leaf at work, setting more ambitious sales or client management goals. And Vertical IQ can help. 

Small business banking is being disrupted. Those cliché, predictable conversations that used to get a business banker in the door are slowly vanishing as bank clients begin to expect more out of their banker. For traditional banks and their relationship managers (RMs), this means they must find new ways to remain relevant to small- to...

When it comes to gaining trust with small to mid-sized business (SMB) owners, absence definitely does not make the heart grow fonder. In fact, it’s much more likely that if you’re out of sight, you’re also out of mind. Not a good situation if you want business owners to come to you when they have a need for your services.