LATEST POSTS

Let the Shopping Season Begin: Internet, TV & Mail-Order Retailers

Posted November 13, 2020 by Laura Stidham

You know the big guys — Amazon, eBay, QVC, L.L. Bean — but there are a lot more players in the internet, TV, and mail-order retailer space who are gearing up for the holiday shopping season. In fact, the niche consists of 40,000 companies that generate $705 billion annually.

How Banks and Bankers Can Prepare for An Impending Crisis

Posted November 10, 2020 by Nicolle Bouffard

We may be in the lull before the storm. I really like to think optimistically, but looking at the cold hard facts, it seems like things are going better than they should be both for banks and their business banking clients.

I’d Like to Live in a Fisher-Price Town

Posted November 02, 2020 by David Buffaloe

2020 has been a year packed full of crazy, and this week’s elections are likely to serve up more chaos. I’m not much for conflict. I am certainly not going to dive into a passionate political discussion in a blog or even conversation this week. But I will likely reach out to friends, co-workers, and clients to touch base and let them...

Relationships Still Matter in Business Banking

Posted October 20, 2020 by Bobby Martin

Barlow Research Associates is probably the most well-known, and certainly the most accomplished, banking research company, especially with regard to gathering insights on how businesses view their banks.

Welcome to Prospectville

Posted October 08, 2020 by David Buffaloe

September saw NFL and college football starting to come back to life, bringing a much-needed boost to many people’s spirits as the COVID-19 pandemic continues. Along with many other Americans, I spent last weekend cheering on the guys from my fantasy football team. 

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. 

WhitePaper-Sidebar-1.png

Subscribe to Our Blog

Recent Posts