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

"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 ...

"Valuable when you have the time"

What do you like best about FinListics ClientIQ? Gain insights about your client that are hard to search for/translate on your own. What do you dislike about FinListics ClientIQ? I often forget to go to tools like this so I need them embedded in my workflows. What problems is FinListics ClientIQ solving and how is that benefiting you? N/A

"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 ...

"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 ...

"Insight Full, Actionable Knowledge"

What do you like best about FinListics ClientIQ? Comparative industry insights where we can compare with industry peers and understand how they stand and compete against each other. What do you dislike about FinListics ClientIQ? UI can be improved further by more comparative charts What problems is FinListics ClientIQ solving and how is that benefiting you? Identifying the Gaps in importanat KPI's

"Industry and customer knowledge and the application of that knowledge is "FinListics""

What do you like best about FinListics ClientIQ? Existing in depth analysis; financial acumen, and application to enable the user to be better prepared to what is important to your client; based on the industry trends, financials, and competition. What do you dislike about FinListics ClientIQ? Use of the value creation tool, but getting better and better! What problems is FinListics ClientIQ solving and how is that benefiting you? Problem focus: How/where to focus on improving the bottom ...

"User friendly and high quality features"

What do you like best about FinListics ClientIQ? FinListics ClientIQ is very intuitive and user friendly especially for those unfamiliar with the platform. The real time data loads quickly and accurately. I specifically like the aggregated views of clients and industries which is helpful for quick results. What do you dislike about FinListics ClientIQ? I have no complaints with the platform so far although sometimes when searching I feel as though the information could potentially be ...

"client analytics - Finlistics"

What do you like best about FinListics ClientIQ? great tool - takes so much time out of preparing for exec pursuits. access to many info sources i don't otherwise have. Alos does full IRR ROI calculations - invaluable and time-saving. What do you dislike about FinListics ClientIQ? not able to dump statistics into excel for further calculations What problems is FinListics ClientIQ solving and how is that benefiting you? executive-level sales pursuits