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

"Great financial insights which help customer-facing roles with their customer work"

What do you like best about FinListics ClientIQ? Easy to use application one pain-of-glass Helps with insight-led-selling Helped me to customize my message to the customer What do you dislike about FinListics ClientIQ? I have not found drawbacks with using this product What problems is FinListics ClientIQ solving and how is that benefiting you? The main benefit is being better prepared for meetings with one's customers and understanding their business better. It helps you start with the ...

"Great financial insights which help customer-facing roles with their customer work"

What do you like best about FinListics ClientIQ? Easy to use application one pain-of-glass Helps with insight-led-selling Helped me to customize my message to the customer What do you dislike about FinListics ClientIQ? I have not found drawbacks with using this product What problems is FinListics ClientIQ solving and how is that benefiting you? The main benefit is being better prepared for meetings with one's customers and understanding their business better. It helps you start with the ...

"Fastest way to show a glimpse of what you propose to achieve..."

What do you like best about FinListics ClientIQ? ClientIQ collects public data and competitors' data for you so that in 5 minutes, you end up with a benchmark analysis. Probably you would pay a few ten thousand dollars worth of management consulting right in front of you. When you start engaging with a value modeler, you can come up with the next-best-action list quickly, "What to offer to the client to achieve better." Then with the ROI calculators, it's pretty fast both for you and for ...

"Deep customer info"

What do you like best about FinListics ClientIQ? It gives me specific questions to ask customers. What do you dislike about FinListics ClientIQ? A lot of my companies aren't on their site. What problems is FinListics ClientIQ solving and how is that benefiting you? I am having better conversations with my customers.

"Deep customer info"

What do you like best about FinListics ClientIQ? It gives me specific questions to ask customers. What do you dislike about FinListics ClientIQ? A lot of my companies aren't on their site. What problems is FinListics ClientIQ solving and how is that benefiting you? I am having better conversations with my customers.

"Broad Coverage Moderate Depth"

What do you like best about FinListics ClientIQ? - Enables me to understand the basics of finance as it applies to sales - and those who want a refresh of the concepts. - Enhances my ability to analyze the financial performance of my customer and peers. - Allows me to bring financial insights to my customer conversations. - Develops my understanding of customer's KPIs across the lines of business, industries and sectors. - Learned how to “follow the money” of my customers to understand how ...

"Easy understand, and user friendly"

What do you like best about FinListics ClientIQ? Additional information for same industry compatitors or similar companies. What do you dislike about FinListics ClientIQ? when the company is a private, not any information avaliable What problems is FinListics ClientIQ solving and how is that benefiting you? We would like to see the financial healthy status of the companies, and reliability of their finance situation. Furthermore, the future development.

"ClientIQ"

What do you like best about FinListics ClientIQ? Very useful to get information on target companies What do you dislike about FinListics ClientIQ? For specific regional/geographic characteristics it sometimes doesn't have as much info What problems is FinListics ClientIQ solving and how is that benefiting you? Find new companies, get info, get contacts

"Simplifying one of the most complicated requirements of my job"

What do you like best about FinListics ClientIQ? When preparing for a conversation with a leader at one of my customers I can spend 10 minutes on ClientIQ and arm myself with enough relevant information about company financials to ask the right questions and establish credibility. Makes is so easy to understand! I also like the peer comarison. We work with alot of companies that are alwasys being metric'd against their competitors. Being abel to demonstrate that they are lagging behind ...

"Gives your team the ability to "follow the money" in a sales process"

What do you like best about FinListics ClientIQ? Being able to come into business conversations with a financial understanding of the status quo, especially compared to similar companies is invaluable in customer discussions. What do you dislike about FinListics ClientIQ? Some of the data can be unavailable because of public vs. private status, but I don't know how you fix that. What problems is FinListics ClientIQ solving and how is that benefiting you? We're speaking in terms of financial ...