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

"Good resource for sales team"

What do you like best about FinListics ClientIQ? Good insights on targeting clients. Ease of use What do you dislike about FinListics ClientIQ? not much. would be helpful to have data on private companies What problems is FinListics ClientIQ solving and how is that benefiting you? optimize the sales team and their sales approach

"Fantastic tool for sales"

What do you like best about FinListics ClientIQ? It gives me quick insight where this type of research would normally take 10 hours or more. What do you dislike about FinListics ClientIQ? I wish it connected me to the actual people that care about the results. Recommendations to others considering FinListics ClientIQ: Time saving. What problems is FinListics ClientIQ solving and how is that benefiting you? DSO and competitive analysis.

"Sr Project Executive and IT Consultant"

What do you like best about FinListics ClientIQ? Great summary and a quick overview of performance and opportunities for potential customers What do you dislike about FinListics ClientIQ? I haven´t found anything specific that I dislike What problems is FinListics ClientIQ solving and how is that benefiting you? Lack of information to perform a quick evaluation of a potential customer and valuable arguments to drive a presentation or business conversation

"this very helpful when we learn and want to know in detail about our prospect."

What do you like best about FinListics ClientIQ? Detailed financial report and company performance. Comparison with other companies. At least reduce time to explore from various sources. What do you dislike about FinListics ClientIQ? peer analysis table should can be adjusted to make easy to read. sometime difficult to be read. Recommendations to others considering FinListics ClientIQ: sales person need to use this app when analyze one prospect What problems is FinListics ClientIQ solving ...

"A great tool I use every day"

What do you like best about FinListics ClientIQ? I look at trends the most. Also love how easy it is to see how the company compares to peers for all metrics. The power of one for things like DPO improvement is also super handy. What do you dislike about FinListics ClientIQ? Would like to have quicker access to company financials. Right now I have to download the Client Assessment Report to access. Lacks S&P and Moody's public rating information. What problems is FinListics ClientIQ solving ...

"A day by day tool for sales"

What do you like best about FinListics ClientIQ? Lot of information for sales, scenarios simulation. it gives me the possibility to reflect about where I can have an impact in the account I am looking for. What do you dislike about FinListics ClientIQ? sometimes is slow, not very user friendly. Sometimes data are not updated with the latest Recommendations to others considering FinListics ClientIQ: Be aware about the latest data stored, try to enrich them with any other source of ...

"Good"

What do you like best about FinListics ClientIQ? ease of use it is easy to learn and doesn't take long What do you dislike about FinListics ClientIQ? Not any. Feel like the product is just right. What problems is FinListics ClientIQ solving and how is that benefiting you? Multiple problems. Clients want more input into what they can do to better help their clients.

"Great Insights"

What do you like best about FinListics ClientIQ? The power of 1 is very useful in showing the impact of a 1% increase of decrease in various business aspects. Additionally, the ability to view how a client is stacking up against the competitors in their industry is very useful information to have before meeting with a client. One of the tabs I frequent the most are the conversation tabs. They allow me to form well structure lines of inquiry and help me to make the conversation flow very ...

"IT provides great information from companies that support our sales."

What do you like best about FinListics ClientIQ? The amount of information available and the breath of companies that are included. What do you dislike about FinListics ClientIQ? Had some issues logging in. the site didn´t accept my login info. What problems is FinListics ClientIQ solving and how is that benefiting you? Collecting information to support my business

"FinListics is a very user friendly and intuitive service"

What do you like best about FinListics ClientIQ? The training that I received brought my understanding to a deeper level and allowed me to find real insights in the service. What do you dislike about FinListics ClientIQ? Overall I have no major issues with Finlistics, although I think when choosing comparable companies for non public companies the comparisons can be off at times Recommendations to others considering FinListics ClientIQ: Consider formal training to give you a better ...