Leverage your Lending Technology with Industry Intelligence

Drive efficiencies and engagement in the loan process

Overview

Together, Abrigo and Vertical IQ help manage risk effectively and pave the way for more comprehensive credit decisions as a whole. The solutions work in sync to provide specialized industry insights and financial benchmarks right at your fingertips – enabling you to streamline the lending process, save hours of time and research, and engage with customers on a deeper level.

Benefits

Drive efficiencies

Abrigo’s intuitive platform, paired with Vertical IQ’s Industry Intelligence throughout the lending process, saves time and drives efficiencies by providing the right information, in the right place, at the right time — giving your institution targeted insights that can be used at every step.

Surface relevant content

The integration gives access to Vertical IQ’s Credit and Risk Brief, which provides context around an industry after submitting loan application data — incorporating focused Industry Intelligence to help leverage relevant data and solidify your value proposition.

Boost credibility

By sharing impactful, measurable, and relevant industry underwriting metrics on the Customer Profile, you are more informed and can better assess risk — making thorough, educated lending decisions.

Features

Credit Underwriting and Risk

Lenders need the latest insights to make credit decisions in today’s volatile market, and advisors must help clients hedge against risks. Vertical IQ’s Credit Underwriting & Risks chapter gets you up to speed quickly on the financial environment for a particular industry.

Financial Benchmarks

The Financial Benchmark data within Vertical IQ comes from the Risk Management Association's (RMA) Annual Statement Studies, which provide comparative industry financial benchmarks based on financial statements of small- and medium-sized business (SMB) clients of RMA’s member institutions.

Localized Industry Data

Localized Industry Data gives you access to industry-specific, local-market insights at the MSA and county levels.

Integration Diagrams

Abrigo’s API keys are used to obtain industry benchmark data in both Abrigo’s document library and the Customer Profile.

Data

Abrigo Document Library

Abrigo CRM

Abrigo LOS

Data

Vertical IQ Credit & Risk Brief

Vertical IQ Call Prep Questions

Vertical IQ Financial Ratios & Risk Metrics

Testimonials

Vertical IQ helps us deliver greater value
to our business customers by reducing time spent navigating through the clutter we often encounter when researching business trends and characteristics — we’re more effective in the field which equates to greater mutual success.

Lori Dufficy

Chelsea Groton Bank

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I use Vertical IQ almost every day. It helps me verify what I think I know and gives me a consistent, dependable resource to reference. … It's made my job a lot easier, and it’s kicking my write-ups and annual client reviews up a notch for sure.

Peter Kovago

Cornerstone Bank

I like that we can now see what's really happening with an industry in our specific area. Vertical IQ’s Localized Industry Data allows us to drill down deeper and to have even more of that local focus to figure out exactly what will benefit our customers — which, of course, also benefits the bank in the long run.

Julie Martin

Claremont Savings Bank

One thing that really made Vertical IQ unique and stand above their competition was the fact that their information is timelier. That’s really key, especially on the credit side.

Megan Allustiarti

HomeTrust Bank

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      Next Steps
    
How do I get started?Contact your Abrigo and/or Vertical IQ Relationship Manager today!  We will be happy to walk you through the process and help with any questions you may have