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

"GOod product"

What do you like best about FinListics ClientIQ? Ability to see data and extract key information What do you dislike about FinListics ClientIQ? Sometimes the complexity when scrolling through the app Recommendations to others considering FinListics ClientIQ: NA What problems is FinListics ClientIQ solving and how is that benefiting you? I have been able to a more deeper analysis with what is available

"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 ...

"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 ...

"Essential for work"

What do you like best about FinListics ClientIQ? ClientIQ offers global information. Local information venders provide mainly local companies. What do you dislike about FinListics ClientIQ? To expand, it's good if ClientIQ has industry KPI benchmark for SMBs include non-public companies. Recommendations to others considering FinListics ClientIQ: Nothing, for now. What problems is FinListics ClientIQ solving and how is that benefiting you? To see my clients maturity in their industry.

"Great overview for Financial selling/learning"

What do you like best about FinListics ClientIQ? I loved how the course was tailored to my group of coworkers. The modules were relevant and did not feel like an off the shelf presentation. I also enjoyed the moderators. They were awesome! What do you dislike about FinListics ClientIQ? I think some follow up for more advanced help would be beneficial - other than a solid follow up I believe everything was great. What problems is FinListics ClientIQ solving and how is that benefiting you? I ...

"Customer Intel"

What do you like best about FinListics ClientIQ? The quick access to an executive summary on their performance compared with Peers. Quick 3 points to focus on. The 1% impact calculation What do you dislike about FinListics ClientIQ? It does not provide a summary of the company strategy or key pillars or based on their annual report and plans. It only provides industry wide generic KPIs What problems is FinListics ClientIQ solving and how is that benefiting you? To create a point of view ...