LATEST POSTS

Battle of the Century: Banking Bots vs. Human Business Bankers

Posted February 27, 2020 by Bobby Martin

I’m continually amazed by what you can do with new technology, applications, digital solutions, and system integrations in banking and beyond. But I’ve discovered that, for some business bankers, high-tech is becoming problematic. Today, next-gen business customers want high-tech banking options, and it’s time to get on board unless...

Webinar Recap: The Power of Personalization and Advice in B2B Banking

Posted February 06, 2020 by Laura Stidham

Our Vertical IQ co-founder and CEO, Bobby Martin, recently co-hosted a webinar with Jim Marous from The Financial Brand and Shaalin Parekh from Seismic to discuss how banks can provide a more personalized experience to their business customers.

Building SMB Client Relationships with Insight and Foresight

Posted October 31, 2019 by Susan Bell

Of course every business services firm that calls on small- to mid-sized businesses (SMBs) says they are a trusted advisor to their clients, but reality doesn’t always support that claim. I read a great article this week about how most firms that call on SMBs instead tend to provide “Random Acts of Consulting.” 

Helping Change How SMB Owners Think About Cash Flow

Posted October 25, 2019 by Bobby Martin
“If I had to run a company on three measures, those measures would be customer satisfaction, employee satisfaction, and cash flow.”—Jack Welch, Former CEO of General Electric

 

3 Motivations to Become a Better Value-Added Advisor

Posted October 18, 2019 by Bobby Martin

A value-added advisor is someone whose ideas and advice you respect enough to invest time and money into having them around. The business relationship is about more than just the product purchase itself. 

How to Help Small Businesses Compare Their Financials to Their Industry

Posted October 15, 2019 by Bobby Martin

“Are we keeping up with the Joneses?” Owners of small and mid-sized businesses (SMBs) are always interested in how their competition is doing…and how they compare to them financially. Yes, it may be about ego to some degree, but it also tells a business owner how their company is faring financially. Are they middling, above average,...

3 Tips to Turn Industry News into Valuable Content for SMB Owners

Posted August 15, 2019 by Vertical IQ

There is arguably no one busier than a small to mid-sized business (SMB) owner. Because they are wearing so many different hats, SMB owners often don’t have the time to concern themselves with news about their own industry. But when you send them news and engage with them about these relevant topics, it can help them think more...

5 Organizations You Need to Know to Know Small Business

Posted August 08, 2019 by Vertical IQ

There are literally hundreds, if not thousands, of niches that small businesses fill within this country. (On Vertical IQ, we cover over 450 of these sectors.) Yet, despite this enormous variety, there are certain aspects of running a small business that many of these companies have in common: concerns about capital and cashflow,...

Developing a Contact Strategy That Wins Over Business Owners

Posted June 01, 2017 by Nicolle Bouffard

Having been a banker for 13 years and a relationship manager for five, I found that my sales process revolved around three basic groups: the business I had (my clients), the business I wanted (my prospects), and the people who championed my cause (my centers of influence). And a critical component of my sales process was a successful...

Vertical IQ is the Busy Branch Manager’s Life-Line

Posted May 18, 2017 by Courtney Farfour

In March 2005, I was promoted to the branch manager position for one of the local branches of the bank for which I worked. Having managed a different department for the bank, I was excited about the new challenge. But, being tasked with both management and sales of the branch was going to require a different skill-set. I was ready. I...