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

In the midst of chaotic times such as these, my mind turns to messaging. Sounds weird, I know. But after 25+ years in marketing, it’s second nature to me. Messaging is the core element of marketing and communications. While everyone is being swamped by information about COVID-19 and its impacts, I’m evaluating which messages work. What’s...

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)...

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 you...

As a client success manager, I love talking with people about ways to get the most out of Vertical IQ. Earlier this week, I was speaking with one of my banking clients, who mentioned that they view Vertical IQ as an “arrow” in the quiver of tools they use to be successful in their pursuit of small- to medium-sized businesses (SMBs).