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...

Industry Focus: A Clean Perspective on Janitorial Services Companies

Posted April 25, 2019 by Vertical IQ

It’s spring cleaning time! And the nation’s 53,000 janitorial service providers are here to help. These crucial companies clean building interiors, windows, and the interiors of transportation equipment, such as aircrafts.

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...

Feeling the Pinch: Industries Hard-Hit by Government Shutdowns

Posted February 07, 2019 by Nicolle Bouffard

Last month’s partial government shutdown cost the nation’s economy an estimated $11 billion, according to the Congressional Budget Office. During that 35-day period beginning the week of Christmas, 800,000 federal workers were either told to stay home or were forced to work without pay. And with no budget deal on the horizon, another...

3 Reasons Why Your Industry Knowledge Matters to Small Business Owners

Posted January 24, 2019 by Bobby Martin

When studying economics—or marketing for that matter—one of the first concepts that you probably explored was that of “needs” versus “wants.” In the simplest terms, it’s the difference between a nice-to-have and a must-have.

Personalization, Partnerships, and Payments Top Small Business Banking Conference Agenda

Posted January 08, 2019 by Nick Miller

“It’s like the question, ‘Do you prefer your toothbrush or your dentist?’,” prompted Rob Pascal, Small Business Strategy and Planning executive for Bank of America Small Business. “We’d be stuck without the toothbrush, but when we really need the advice, we need the dentist.”


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