LATEST POSTS

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)...

Honing the Human Element

Posted March 05, 2020 by Bobby Martin

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...

Battle of the Century: Banking Bots vs. Human Business Bankers

Posted February 27, 2020 by Bobby Martin

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...

Hit the Mark with These Arrows in Your Quiver of Prospecting Tools

Posted February 20, 2020 by Ian Peddicord

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). 

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...