LATEST POSTS

When Success Requires Shape-Shifting: Lakeland Bank’s Story

Posted August 25, 2020 by David Buffaloe

Sitting outside on my deck this morning, I caught sight of a small lizard zooming by. It first changed colors to match the wood railing, somehow managing to sneak right past my dog, Finley. A quick jump into the bushes and the lizard was suddenly bright green, blending with the leaves. I couldn’t help but think of a recent...

Reopening Realities: What Will Sales Calls Look Like in This “New Normal”?

Posted May 26, 2020 by Courtney Farfour

I’ve talked to a lot of Vertical IQ customers lately about what meeting with customers looks like in the COVID-19 era. The consensus is that it is a different world than what they are used to. Many people who call on customers and prospects  used to being face-to-face. Being relegated to phone calls and video conferences goes against...

The Circle of Trust...

Posted April 16, 2020 by Martin Wise, founder and CEO of RelPro

…and the opportunity (necessity) to build trust with your clients and prospects during and after COVID-19 through industry, company, and executive research

Even Better Than a Handshake: Financial Focus

Posted March 13, 2020 by Bobby Martin

Connect as a Proxy CFO to Help Guide Small Business Owners

Face-to-face meetings and firm handshakes have been staples in the banking business forever. So what happens when the meetings and events where we typically connect with clients and prospects are canceled and handshakes are off the table? With the coronavirus (COVID-19)...

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.

Using Vertical IQ to Support Your Workplace Banking Program

Posted January 23, 2020 by Nicolle Bouffard

Thanks to the increased use of technology like ATMs, online banking, and direct deposit, bank branch traffic has steadily declined in recent years. Without that face-to-face, in-branch contact, bankers have lost access to those interpersonal relationships that used to encourage consumers to remain loyal to their bank.

The Secret Sauce: Enabling Bankers with Industry-Specific Content

It’s no secret that B2B banking is becoming increasingly commoditized. These days, small- and medium-sized businesses (SMBs) are using far more banks than even just a few years ago. According to Gartner’s 2016 study, “A New Basis for Competitive Advantage,” 53 percent of companies use four or more financial providers. 

12 Ways to Use Industry Research to Win More in 2020

Posted January 07, 2020 by Bobby Martin

The new year is a good time to start new, better habits, from improving our diets to exercising more. But it is also a great time to turn over a new leaf at work, setting more ambitious sales or client management goals. And Vertical IQ can help. 

Podcast Recap: 7 Secrets for Bankers To Become the Trusted Advisor for Small Businesses in 2020

Posted December 19, 2019 by Laura Stidham

Small business banking is being disrupted. Those cliché, predictable conversations that used to get a business banker in the door are slowly vanishing as bank clients begin to expect more out of their banker. For traditional banks and their relationship managers (RMs), this means they must find new ways to remain relevant to small- to...

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. 

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