FinListics ClientIQ Reviews in February 2025: User Ratings, Pros & Cons

"Very useful tool"

What do you like best about FinListics ClientIQ? I mostly like tips for Sales Intelligence What do you dislike about FinListics ClientIQ? I dislike the lack of deepening industry insight What problems is FinListics ClientIQ solving and how is that benefiting you? Assess Value for Customer

"A Tremendous Resource and Research Aide"

What do you like best about FinListics ClientIQ? Ease of use and access to financial data. Easy and quick time saving research. The Value Modeler component is a life saver in building business cases. What do you dislike about FinListics ClientIQ? I have used FinListics ClientIQ for 20 years now and have not found anything to dislike. Recommendations to others considering FinListics ClientIQ: I personally highly recommend FinListics to any sales consulting team to enrich their messaging and ...

"A Tremendous Resource and Research Aide"

What do you like best about FinListics ClientIQ? Ease of use and access to financial data. Easy and quick time saving research. The Value Modeler component is a life saver in building business cases. What do you dislike about FinListics ClientIQ? I have used FinListics ClientIQ for 20 years now and have not found anything to dislike. Recommendations to others considering FinListics ClientIQ: I personally highly recommend FinListics to any sales consulting team to enrich their messaging and ...

"Finlistics - Account Manager Usage"

What do you like best about FinListics ClientIQ? The ability to quickly pull financial reporting and put it into plain text, such that someone without a finance background can understand, is beneficial. I primarily use the executive summary feature. I also use it to better understand my customer's business cycle without having to source that information from someone in their organization. This information helps me better understand where they are in their budgetary cycle and when I should ...

"Great tool for researching customers"

What do you like best about FinListics ClientIQ? Finlistics gives you a consolidated view and helps summarize key areas of focus for public companies. In our industry, these companies are our customers and it's important to understand what they are tasked with so we can help accordingly. What do you dislike about FinListics ClientIQ? Sometimes there is so much data that it can be overhwelming. You just have to stick with and and you'll get used to which KPIs are important and applicable to ...

"Great tool for researching customers"

What do you like best about FinListics ClientIQ? Finlistics gives you a consolidated view and helps summarize key areas of focus for public companies. In our industry, these companies are our customers and it's important to understand what they are tasked with so we can help accordingly. What do you dislike about FinListics ClientIQ? Sometimes there is so much data that it can be overhwelming. You just have to stick with and and you'll get used to which KPIs are important and applicable to ...

"Excelente Herramienta Comercial!"

What do you like best about FinListics ClientIQ? Obtener un mejor conocimiento del mercado. What do you dislike about FinListics ClientIQ? No tengo ningun comentario negativo para esta herramienta. Recommendations to others considering FinListics ClientIQ: Es una buena herramienta para entender el mercado. What problems is FinListics ClientIQ solving and how is that benefiting you? Que debo tener en cuenta para una mejor aproximacion al cliente, cuales son sus motivadores, metas estrategias ...

"Finlistics ClientIQ gives good insight on companies and the news, vision, direction conveniently"

What do you like best about FinListics ClientIQ? I like the new client interface and how the information is presented. What do you dislike about FinListics ClientIQ? The interface may be slow sometimes but I think it's mostly due to my computer or connection. What problems is FinListics ClientIQ solving and how is that benefiting you? We do business architecture and we need the information to discover and find out more about our customers.

"Brings structure to your financial sale"

What do you like best about FinListics ClientIQ? It provides a very detailed overview across many different industries with current, key value drivers. Helps you to prep before the meeting, helps you prepare your business case after your meeting. Scenario analyses are very useful. What do you dislike about FinListics ClientIQ? The financial modelling tools are useful when you are dealing with business problems that have a direct and material impact at the financial statement level. In a lot ...

"Brings structure to your financial sale"

What do you like best about FinListics ClientIQ? It provides a very detailed overview across many different industries with current, key value drivers. Helps you to prep before the meeting, helps you prepare your business case after your meeting. Scenario analyses are very useful. What do you dislike about FinListics ClientIQ? The financial modelling tools are useful when you are dealing with business problems that have a direct and material impact at the financial statement level. In a lot ...