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

"Customer's Industry Benchmarking at it's best"

What do you like best about FinListics ClientIQ? The ability to compare a company with traditional peers and industry disrupters. it's amazing! this gives a very good insight on growth drivers and profitability drivers and this enables us to have a conversation with the right stakeholder - CIO, CFO, COO - we get amazing insights of their careabouts. What do you dislike about FinListics ClientIQ? Nothing really. the value it provides is huge to dislike any minor issues. At times there maybe ...

"Customer's Industry Benchmarking at it's best"

What do you like best about FinListics ClientIQ? The ability to compare a company with traditional peers and industry disrupters. it's amazing! this gives a very good insight on growth drivers and profitability drivers and this enables us to have a conversation with the right stakeholder - CIO, CFO, COO - we get amazing insights of their careabouts. What do you dislike about FinListics ClientIQ? Nothing really. the value it provides is huge to dislike any minor issues. At times there maybe ...

"Valuable Account Research Tool"

What do you like best about FinListics ClientIQ? The charts and graphs make contextualizing business drivers easy. I enjoy having easy access to company financials available. What do you dislike about FinListics ClientIQ? I dislike that sometimes there isn't enough info for private companies. Understandable given the amount of data publicly available, but deeper industry insights might be nice. Recommendations to others considering FinListics ClientIQ: Great tool to streamline the process ...

"Useful Information for Preparing to meet with C-Level Financial-Metrics Minded Clients"

What do you like best about FinListics ClientIQ? The information is nicely consolidated into views that align with the different priorities of C-level executives and business function verticals. It makes it easy to pick a summary based on who you will be meeting. The interface is also very well organized, loads quickly, and makes it easy to find what I'm looking for. The colour scheme is pleasant. It interfaces with our company Single Sign On without any hiccups. It enables the production ...

"Great product still lots to grow"

What do you like best about FinListics ClientIQ? Easy of use and flexibility. Has an amazing potential What do you dislike about FinListics ClientIQ? Lack of specific features found on competitors. Recommendations to others considering FinListics ClientIQ: Easy of use, easy to implement, cloud based, great tool overall. What problems is FinListics ClientIQ solving and how is that benefiting you? Creation and management of sales plays and sales operations.

"Good tool, but not for everyone"

What do you like best about FinListics ClientIQ? Finlistics is a very intuitive tool and easy to use. There are a lot of different ways to research clients and industries. I specifically like the fact that all the information is constantly updated. This is really helpful because it saves me a lot of time.The value modeler provides a ton of different ways to create a business case. I also like the fact that you can save a business case and revisit and update it later on. What do you dislike ...

"Great tool for public companies"

What do you like best about FinListics ClientIQ? It's a great tool to quickly gather financial information on public companies -- much faster than digging through their financial statements and annual reports. What do you dislike about FinListics ClientIQ? It's understandable, but gathering any information on private companies is difficult and unreliable. Additionally, even with public companies, it can be difficult to gather information by business segment. Recommendations to others ...

"Very usefull tool"

What do you like best about FinListics ClientIQ? The information is complete and gives an important insight a out companies What do you dislike about FinListics ClientIQ? Se have a lot of Spanish customers but will be good to have more What problems is FinListics ClientIQ solving and how is that benefiting you? A complete finánciale information about customers to have a better idea of the posición. In industry and Market

"Our company used FinListics a many times."

What do you like best about FinListics ClientIQ? Helped me to access relevant information. I was not finding some information to complete my account plans, and I did it using this tool. I see many financial data about other companies. You can learn a lot about the companies and your competitors that you need to check. The reports are all pretty thorough and have great insight once they wouldn't find elsewhere. The training that I received brought my understanding to a deeper level and ...

"Easy to use, robust in capability"

What do you like best about FinListics ClientIQ? Immediate access to financial metrics, some of which would ordinarily require manual calculation What do you dislike about FinListics ClientIQ? Some financial metrics are not transparent in the data used for their calculation. More specific metrics are not available, though Finlistics gives a good starting point What problems is FinListics ClientIQ solving and how is that benefiting you? Typically used early in the sales process to identify ...