FinListics ClientIQ

"FinListics Review"

What do you like best about FinListics ClientIQ? Comparisons peer to peer Dashboard with financial KPIs 12 month dashboard What if analysis What do you dislike about FinListics ClientIQ? Not having local comparisons. When you have global clients, such as Citi or BBVA, you can only get global numbers instead of having numbers by country to compare with local competitors. What problems is FinListics ClientIQ solving and how is that benefiting you? How are the clients doing vs their main ...

"Data for deeper understanding of client needs"

What do you like best about FinListics ClientIQ? Exec summary value model peer comparison industry analysis Industry blueprints are really helpful buying personas What do you dislike about FinListics ClientIQ? Limited info on private and non-profit companies. Would like to see more details on healthcare accounts and organizations. What problems is FinListics ClientIQ solving and how is that benefiting you? New business questions to ask Realized new pipeline becoming more business relevant ...

"Value-Based Selling"

What do you like best about FinListics ClientIQ? What is most helpful about FinListics ClientIQ is the speed to insight. The upside of using FinListics ClientIQ is leveraging financial and peer analysis in our conversations with the c-suite. What do you dislike about FinListics ClientIQ? Not necessarily a dislike, but rather a call for improvement would be to add push notification on an uploaded territorial assignment. What problems is FinListics ClientIQ solving and how is that benefiting ...

"Invaluable Insights to Guide Discussions with Impact"

What do you like best about FinListics ClientIQ? Features that make Finlistics a valuable part of our sales process is having the ability to benchmark against your target customer's competitors, and also having value drivers available by industry. Additionally, having access to important filings and reports in one place saves having to hunt and peck for them on corporate websites. Finally, Finlistics bespoke reports and value modelers provide helpful insights that enable more meaningful ...

"More than 10 Years experience with Finlistics - enriching the Value Selling capabilities"

What do you like best about FinListics ClientIQ? ClientIQ offers a quick way to formulate a point of view on a company’s financial performance, uncover gaps/opportunities and quantify the value that a solution can deliver. It enables the analysis quickly, is very defendable based on the real company data input, and provides insights that a company may not have about their industry and peers. It is invaluable for establishing a high level value opportunity. What do you dislike about ...

"FinListics training and tools"

What do you like best about FinListics ClientIQ? The training was great! The FinListics ClientIQ tool is simple to use and extremely powerful in understanding a client's business and industries from a financial lens. It allows you to benchmark against other companies, the industry, and through that industry, you can even gain insights for private companies. You can download great reports that can be shared with a client and they give great credibility when you walk in the room. You have ...

"Powerfull tool to find solutions that dire the most benefits"

What do you like best about FinListics ClientIQ? The speed of the analysis of accounts and review of peers, that gives you areas to focus and also can scale the benefits with the 'value modeler' What do you dislike about FinListics ClientIQ? Sometimes the company analysis are too generic or standard, but that is overturn with the peer analysis and modeler What problems is FinListics ClientIQ solving and how is that benefiting you? You can realize is a proposed solution will have enough ...

"Friendly interface + Expert Support Assistance = Best client outcomes!"

What do you like best about FinListics ClientIQ? The support was absolutely amazing! It made me understand how to properly approach our client with the right story-telling. Also,the interface is really easy to use so, if you are familiar with the financial/economics terms, you could left-pace learn how to get the best insights through company and industry analysis. What do you dislike about FinListics ClientIQ? To be honest, there was nothing I dislike. Recommendations to others considering ...

"Succeed With Your Customers With FinListics"

What do you like best about FinListics ClientIQ? The data that you can find in regards to your customer's financials, impacts on their business per fiscal quarter, access to 10-K's along with other documents in one place for those who are public. What do you dislike about FinListics ClientIQ? With there was a way to give more information on companies that are not public. What problems is FinListics ClientIQ solving and how is that benefiting you? Seeing the gaps on their financials and how ...

"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 ...