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

"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 ...

"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 ...

"Great insight & detailed analysis of Customer financial data"

What do you like best about FinListics ClientIQ? Power of One is a great feature to understand impact on customer benefits What do you dislike about FinListics ClientIQ? analytics can be made more graphical to provide better insight What problems is FinListics ClientIQ solving and how is that benefiting you? it give better understanding on customer challenges before we visit customer

"My first stop with new accounts and a great way to collect data"

What do you like best about FinListics ClientIQ? Before meeting with the customer, it is great to use this site to understand more about their business and what matters to them. Between the analysis of the actual business to the industry insights, the research left me much more prepared to face my new customers. I was also able to come up with some helpful insights with their value modeler. It gave some "concrete" (based on my company's data) assessments of how valuable my solutions would ...

"Great too if your company takes it seriously"

What do you like best about FinListics ClientIQ? Financial and historical data getting us closer to our clients' reality. It is very useful when you need to make sure your client had any financial problems in the past or with your company itself. Also delivers a wide vision of your client inside your company, telling you exactly how many contracts they've had, how many touchpoints and which, what they bought, and what has to be renewed. What do you dislike about FinListics ClientIQ? None or ...

"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 ...

"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 ...

"Finlistics ClientIQ helps our prospecting and customer research"

What do you like best about FinListics ClientIQ? I really like the ability to compare customer/prospect data against competitors and within the respective industry. What do you dislike about FinListics ClientIQ? Large private company, university, federal, state and local government data is not available. What problems is FinListics ClientIQ solving and how is that benefiting you? We are able to isolate particular areas of spend that we can use to help the sales conversation.

"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 ...