LATEST POSTS

How to Avoid the Cliché Questions Bankers Ask Business Owners

Posted April 12, 2018 by Nicolle Bouffard

As the director of client success at Vertical IQ, I communicate with bankers on a daily basis, and in doing so, I gain valuable perspective on how our tool is (or isn’t) being used.

Industry Spotlight: Convenience Stores

Posted April 05, 2018 by Bobby Martin

In the late 1990s, as a banker in Wilmington, North Carolina, one of my best customers maintained a huge DDA account, borrowed a cool million each year to expand, used treasury services, kept healthy balance sheet, earned solid profits, and had an experienced management team. This customer was a convenience store chain.

7 Things You Can Do to Get the Most Out of Vertical IQ

Posted March 15, 2018 by Vertical IQ

Your bank leadership is telling you that you need to be using Vertical IQ to prepare for every client or prospect call. And…maybe you’ve even popped into it to see what the big deal is.

How to Make CPAs an Ongoing Source of Bank Referrals

Posted February 15, 2018 by viqadmin

”Centers of influence”(COIs) are a select group of people who can help to increase your access to and credibility with your target market by providing their referrals, testimonials, and word-of-mouth endorsement. Professionals such as realtors, insurance agents, and of course bankers had figured out that having a steady stream of...

The 10 Most Popular Vertical IQ Industry Profiles

Posted February 01, 2018 by Vertical IQ

Now that we are in full swing with the new year, it’s a perfect time to think about your sales approach and ways to increase your performance for 2018.

A 5-Minute Summary of The ABA Bank Marketing Conference

Posted October 19, 2017 by Vertical IQ

The annual ABA Bank Marketing Conference was held in New Orleans on Sept. 24–26 this year, and members of the Vertical IQ team were excited to attend. This event’s agenda is always packed with fantastic speakers, so we thought we’d share our notes on a few of our favorite sessions in case you were unable to attend.

Finding Opportunity in Small Business Transitions

Posted October 05, 2017 by Bill Walker

As the Baby Boomers reach retirement age, you can expect to see more ownership transitions for small businesses. According to the latest data from Barlow Research, 57 percent of small business owners are currently 60 years or older, a dramatic increase from 38 percent in 2008. 

Want Higher Customer Satisfaction AND Growth of your Portfolio? Download Our New White Paper

Posted September 21, 2017 by Vertical IQ

It’s pretty conclusive: The generalist sales model may still reign supreme for today’s business bankers, but your customers want more. They’re growing weary of this tired sales model that merely pushes product, place, and presumed or past relationships while ignoring the unique challenges that face their respective industries.

A More Tailored Sales Approach for the Seasoned Banker

Posted September 11, 2017 by Kevin McNamara

You’ve been a banker for years, working your way up in the ranks and gaining valuable experience along the way. Your knowledge about the banking products and services you offer is unmatched. You know your customers’ kids’ names and maybe even their golf handicap. There’s no doubt about it: You’re a true asset to your bank and to your...

Identifying Your Next Industry Niche? Go Where the Profits Are

Posted August 17, 2017 by Bobby Martin

In my January blog “5 Reasons Every Business Banker Should Have Industry Niches,” I noted that successful bankers should study up and figure out the industries on which to focus. One factor you should consider is industry profitability. Generally speaking, profitable companies accumulate lots of assets and can therefore afford to pay...

WhitePaper-Sidebar-1.png

Subscribe to Our Blog

Recent Posts