LATEST POSTS

Upgrade Your Prospect Presentations with These 3 Tips

Posted September 19, 2019 by Vertical IQ

You’re pulling together a presentation for a new small to mid-size business (SMB) prospect. You have checked it again and again to be sure your i’s are dotted and your t’s are crossed. Your high school English teacher would be so proud! But perfect grammar likely won’t be enough to convince a prospect that you are the right fit for their...

4 Ways to Help SMBs Manage Cash Flow

Posted September 06, 2019 by Vertical IQ

You may have heard the platitude, “Cash is the most important, yet least productive, asset a business has.” It is a bit cliché, but it is also true. Properly balancing the so-called “big three” of cash management—accounts receivable, accounts payable, and inventory—is crucial to the financial success of any business. 

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 broadly...

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,...

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...

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.

Key Takeaways From the 2017 Small Business Banking Conference

Posted December 21, 2017 by Vertical IQ

Members of the Vertical IQ team recently attended the American Banker Small Business Banking Conference in Austin. The agenda for the three-day conference included outstanding expert panels, workshops, and keynote presentations. Here are some of the highlights.

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