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FinListics ClientIQ offers custom pricing plan
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AU
Anonymous User
05/07/20
"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.
PC
Phillip C
05/07/20
"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 ...
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AP
Art P
03/09/20
"Finlistics changes the sales game for AWS."
What do you like best about FinListics ClientIQ? How it compares our customer's financail performance and leads us to how we can make a difference. What do you dislike about FinListics ClientIQ? Sometimes it seems the same metrics come up for different verticals. What problems is FinListics ClientIQ solving and how is that benefiting you? We are using Finlistics to help get outside of IT. We use the data to build a value map that we validate with our customers. Benefits have been the ...
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MH
Melissa H
03/05/20
"Finlistics - Financial Selling and Insights at your FINGERTIPS"
What do you like best about FinListics ClientIQ? When you stop selling and start strategizing, you sit on the same side of the table with your. Finlistics is a phenomenal tool when it comes to selling into a company you need to get more familiar with. From its public AND privately held company filters, and industry stats that are UP TO DATE, you can't be unprepared for your meeting with the CXO. For publicly shared companies, log into Finlistics for access into insights on their year after ...
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KD
Kevin D
03/04/20
"Business Relevant Research"
What do you like best about FinListics ClientIQ? Concise Data on Customer Financials for improving conversations with clients. What do you dislike about FinListics ClientIQ? Not sure I can name something that is a real dislike. I find most of the information relevant What problems is FinListics ClientIQ solving and how is that benefiting you? We manage a variety of customers and keeping current on customer's needs are critical
NM
Nehika M
03/03/20
"Game changing for my executive meetings"
What do you like best about FinListics ClientIQ? Single source of truth for the full financial landscape of my customers and their competitive landscape. What do you dislike about FinListics ClientIQ? It does not show info for private companies. Recommendations to others considering FinListics ClientIQ: N/A What problems is FinListics ClientIQ solving and how is that benefiting you? Operational efficiencies. Getting alignment with the business units.
AU
Anonymous User
02/28/20
"Review of FinListics"
What do you like best about FinListics ClientIQ? Fast access to packaged financial reports and industry comparisons. Saves time in account preparation and meeting planning. What do you dislike about FinListics ClientIQ? Nothing that I can think of, software always works Recommendations to others considering FinListics ClientIQ: Great company to work with. What problems is FinListics ClientIQ solving and how is that benefiting you? Improved account planning, more targeted sales call ...
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CS
Craig S
02/27/20
"Amazing insight into my customers business priorities"
What do you like best about FinListics ClientIQ? The details of the data provided makes me more relevant when I have the conversations with company leadership What do you dislike about FinListics ClientIQ? I don't dislike anything about the service and platform. Recommendations to others considering FinListics ClientIQ: no other recommendations at this time. What problems is FinListics ClientIQ solving and how is that benefiting you? overcoming financial barriers in my accounts and find out ...
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CM
Cristina M
02/26/20
"this tool helped me a lot to address my customers based on THEIR needs"
What do you like best about FinListics ClientIQ? - comparison with other industries - quick overview of the financial statements - overview of company health - recommendations based on their current situations - chance to calculate a change in capex reflection of company performance - potential solutions they'd need recommendations - suggestions of questions for different functions inside the company - the graphs and the tables that display information are very complete What do you dislike ...
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AU
Anonymous User
02/25/20
"Insightful. This tool has now become essential."
What do you like best about FinListics ClientIQ? Compare my customers to their peers and be able to identify the areas of potential improvement. What do you dislike about FinListics ClientIQ? Have a little bit more explanation on the calculation and ratios. What problems is FinListics ClientIQ solving and how is that benefiting you? Bring credibility and show the customer that we know their business in terms of financials.