Industry IQ

Multiple research studies confirm that clients view trusted advisors as those bankers who constantly bring new ideas to the table, know the client’s industry, and continually add value over and above products and price. Industry IQ introduces bankers to practical ideas on how to execute value touches. This includes leveraging resources such as Vertical IQ and other industry intelligence tools.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Branch Managers and others who make calls to targeted businesses and have access to Vertical IQ

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Vertical IQ Navigation Map
  • Industry IQ Strategies Job Aid
  • Industry IQ Coaching Job Aid


Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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