With the economic peril caused by the COVID-19 pandemic, every small and medium-sized business (SMB) owner finds him or herself in a different situation. Some are wondering if they will survive closures or this downturn. Others are having to reinvent what they do and how they do it. Still others are tweaking their budgets to adjust to...

At Vertical IQ, we recently have focused our research efforts on monitoring the industries most affected by COVID-19. On our free COVID-19 webpage, you’ll find economic updates, sector updates, and details on how specific industries are being impacted.

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)...

We’ve all heard the phrase, “I’m only human.” There was even a hit song from ‘80s pop stars The Human League with that catchphrase as its chorus. While the expression implies that human beings are prone to failure or somehow less-than, I have to disagree. Especially when it comes to facing down the financial technology and banking bots...

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). 

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.

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.

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. 

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.