We're passionate professionals who want to make a difference to the world, and in the communities where we live and work. That’s why we actively participate and support these organizations with our time and our technology:
Community Involvements
We’re active in the communities that serve our clients.
We're always looking to learn how we can better serve our customers. That's why we actively participate in organizations that support Financial Services and Professional Services firms who are growing business within SMB and the middle-markets.
Founded in 1944, the Secured Finance Network (formerly the Commercial Finance Association) is an essential resource for all organizations and professionals who deliver and enable secured finance to businesses. The hub of a vibrant community, SFNet brings together the people, data, knowledge, tools, and insights that put capital to work.
Founded in 1954, ACG is the premier M&A dealmaking community with 59 chapters worldwide. ACG’s global network comprises more than 100,000 middle-market professionals who invest, own, and advise growing companies.
We’re also active in the communities where we live and work.
Check out our latest webinars
Using Sales Intelligence Solutions for Remote Selling, Adds Value for Prospects
July 15, 2021In this episode of “Jack Rants Live”, Susan Bell (Vertical IQ Co-Founder and EVP of Sales) and Martin Wise (Founder and CEO of RelPro) discuss how Vertical IQ and RelPro integrate to empower bankers with actionable industry research and relationship intelligence to distinguish themselves from all the other bankers calling on their prospects (and their existing customers, for that matter).
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Prospecting in a Digital World
October 5, 2020 | By: Ashley MacInnisThe world of business development in B2B financial services has gone digital in a big way. We all know that business flourishes when we can nurture and harvest our current relationships and when we can make new connections, but how can this be done without face-to-face interactions and easy collaboration in the office? Is it even possible to achieve this in today’s digital world?
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