# FinListics ClientIQ Reviews **Vendor:** FinListics Solutions **Category:** [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) **Average Rating:** 4.5/5.0 **Total Reviews:** 151 ## About FinListics ClientIQ Clients expect more from sales teams than ever before. With B2B deals now involving upward of 10 decision-makers, each looking to understand the financial and business impact of any partnership, traditional sales approaches are no longer productive. This is where FinListics Solutions Insight-Led Selling® approach gets involved. FinListics Solutions’ proprietary platform, ClientIQ, empowers sales teams to gain critical insights into their prospects and clients, understand their competitive environments and align their solutions in a meaningful way, all from an easy to use and interactive platform. Our comprehensive analysis compiles and organizes critical financial data in real-time, including peer comparisons, KPIs, segment analyses, and more. These insights give sellers the edge to identify opportunities through company and industry-specific insights, elevate conversations, and get meetings at higher levels to close deals faster. Thanks to FinListics Solutions’ Client IQ, sales can effectively reduce the research burden and focus on what matters most: improving top-of-funnel conversion rates. ## FinListics ClientIQ Reviews ### 1. Great tool for researching customers **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | Account Representative, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about FinListics ClientIQ?** Finlistics gives you a consolidated view and helps summarize key areas of focus for public companies. In our industry, these companies are our customers and it's important to understand what they are tasked with so we can help accordingly. **What do you dislike about FinListics ClientIQ?** Sometimes there is so much data that it can be overhwelming. You just have to stick with and and you'll get used to which KPIs are important and applicable to your role. **What problems is FinListics ClientIQ solving and how is that benefiting you?** FinListics ClientIQ helps educate our sales team on our customers and helps show our customers that we are focused and dedicated to them and their company initiatives. ### 2. Excellent Research on How Your Client Makes Financial Decisions and What You Can Do About IT **Rating:** 5.0/5.0 stars **Reviewed by:** David N. | Senior Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** The tool is straightforward to pull financial information about companies and compare them to other companies in their industry they compete against and against industry norms. ClientIQ also has KPIs around key industry metrics and models for you to build business cases for change in clients. I have used this extensively in business development efforts with clients that I had relationships with and those I didn't. In all cases, using the ClientIQ tool enabled me to demonstrate an in-depth understanding of the client, deliver accurate insights that can help them improve their position and established my credibility as a consultant interested in their well-being and not just another salesperson. The output from this tool provides the basis for business conversations that lead to solution selling and not a "hammer looking for a nail.' This tool helps you both in business development activities and in building pro forma business cases to sell solutions to IT and LoB executives. **What do you dislike about FinListics ClientIQ?** There's not much I dislike as I have used several iterations of the tool and it has gotten better every time. The only thing I can add here is that sometimes the industry divisions are not as granular as I would like. For instance, the life science industry includes traditional pharma, biopharma, CROs, medical device companies and consumer-oriented companies but the tool treats them the same. All are quite different and the KPIs are different. You can use the tool in such a way that allows you to account for those differences, but it is not automatic. **What problems is FinListics ClientIQ solving and how is that benefiting you?** As mentioned above, this is an essential tool for account planning for those who have a "harvest" territory with existing clients and for business development activity for those who have a "hunter" territory. This tool saves me hours and days to do the financial research and analysis and offers insights out of the box that helps me target the right solutions to the right clients. Using this tool has helped lead to tens of millions of $ of sales in the 10 years I have been using it. In the last year or two, it helped lead to a $30M contract at one of my clients. ### 3. A Tremendous Resource and Research Aide **Rating:** 5.0/5.0 stars **Reviewed by:** Ross V. | Sr Business Value Consultant - EMEA, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2020 **What do you like best about FinListics ClientIQ?** Ease of use and access to financial data. Easy and quick time saving research. The Value Modeler component is a life saver in building business cases. **What do you dislike about FinListics ClientIQ?** I have used FinListics ClientIQ for 20 years now and have not found anything to dislike. **Recommendations to others considering FinListics ClientIQ:** I personally highly recommend FinListics to any sales consulting team to enrich their messaging and reduce their research time. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We leverage FinListics ClientIQ data for all of our initial account planning sessions and find the benefits to be great insights when initially meeting with customers. We also use the power of one and value mapping to build initial hypotheses on the potential financial opportunities for our customers. All of this provides us with much more valuable and targeted conversations with the C-level executives. ### 4. Finlistic as a Sales Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Jose Agustin V. | Industry manager Auto & Tire LA, Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about FinListics ClientIQ?** I used the industry insights and the business value map, is an excellent tool to prioriteze the objectives and understand the customer and Industry situation, Where are the main pains and how they can work to improve it **What do you dislike about FinListics ClientIQ?** The PDF reports are not similar to the web interface, I like the new GUI interface on the Webpage. **Recommendations to others considering FinListics ClientIQ:** Finlistic is a great tool to map public companies and understand the main financial challenges they have across the times. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Try to give value and align how my products, services and solution can help to the customer to impact their business objetives ### 5. Broad Coverage Moderate Depth **Rating:** 4.0/5.0 stars **Reviewed by:** Sarviin A. | Strategy, Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2021 **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 they make and spend money. - Explore the key drivers of financial performance and what is top of mind for Executive buyers of my customers. - Explored growth, profitability and capital utilization through the lens of a specific customer and uncover profitability trends in comparison with market peers. - Learned how to weave business and financial insights into an impactful dialogue with my customers to elevate the conversation and broaden my reach extensively. **What do you dislike about FinListics ClientIQ?** - The industry analysis is generalised, does not work / not suitable for all markets (for example South East Asia). - Lack of information on the technology sector/industry. - Outdated user interface/user experience - Lack of interactive charting, analytical tools **Recommendations to others considering FinListics ClientIQ:** You will be able to attain the information needed to take your solution and translate it to your customer's needs. **What problems is FinListics ClientIQ solving and how is that benefiting you?** - The profile of your buyer and the landscape in which they purchase is changing. - As a seller, I need to bring new insights and perspectives using knowledge not only to my customers business but the industry in which they operate. - Learn about the latest business & technology trends per industry, what drives them, and how products, services and solutions can impact each one. ### 6. Finlistics - Account Manager Usage **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew J. | Senior Strategic Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** The ability to quickly pull financial reporting and put it into plain text, such that someone without a finance background can understand, is beneficial. I primarily use the executive summary feature. I also use it to better understand my customer's business cycle without having to source that information from someone in their organization. This information helps me better understand where they are in their budgetary cycle and when I should be having the conversation about future products. **What do you dislike about FinListics ClientIQ?** The user interface could be slightly easier to use. I also don't use it at the frequency one might imagine, only when preparing for C-level conversations or researching my new customers. It's also difficult to access Finlistics through my company's internal systems - using the multifactor sign-on seems like overkill for a financial research tool. It can also be challenging to research private companies. It's not exceptionally intuitive that you have to input a SIC code for a company that IS public of relatively the same size. I wish Finlistics automated that feature. **What problems is FinListics ClientIQ solving and how is that benefiting you?** The main benefit is realizing better discussions to have within the different business units. If I'm speaking to procurement or management, I can tailor my message around the business outcome they're trying to achieve rather than throwing the book at them and seeing what sticks. The main benefit that I've realized by using Finlistics is greater credibility as a salesperson. Without Finlistics, I wouldn't be nearly as fluent or financially literate as I currently am. ### 7. Simplifying one of the most complicated requirements of my job **Rating:** 4.5/5.0 stars **Reviewed by:** Conner K. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **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 their competitors in certain areas is very valuable! **What do you dislike about FinListics ClientIQ?** Unfortunately I work with another of private companies that do not publish financial inforation to the public. The industry trends reports are useful but do not provide relevent information for my specific customer. Also When comparing to industry peers I wish the tool woud automatically add the most revelant competitors. Sometimes is difficult to select who is the most releveant in their industry. **Recommendations to others considering FinListics ClientIQ:** There is no easier way to consume companies financial statements thatn using finlistics. Highly recommend to anyone in search of training their sales community. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I work for a product sales company. We are tasked with connecting our solutions to larger business objectives. This can be challenging but during our internal training, we leveraged the tool to correlate our solutions with the expected business outcomes. Very Powerful! AS part of my job I need to prepare presentations to demostrate how we are going to strategically approach our customers. THis tool allows me to capture this information in a format that I can easily promote to management. ### 8. Fastest way to show a glimpse of what you propose to achieve... **Rating:** 4.5/5.0 stars **Reviewed by:** Altan A. | Digital Transformation & Innovation Lead, Middle East Africa (MEA), Turkey & Central Asia, Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2021 **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 your prospective client to see what's at stake if you don't act. This process quickens the understanding process and the sales cycle very much... **What do you dislike about FinListics ClientIQ?** I would love to see some best practices collected or press releases provided, which will help clients visualize the results of pieces of advice. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We need to quicken the sales cycle and let clients visualize the benefits of a consulting project or an analytics value proposition. ### 9. Valuable information, easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Bob B. | VP of Training and Sales Enablement, Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** The FinListics tool saves a tremendous amount of timing by allowing us to find out critical information about our clients and prospects that would normally take hours to research through other tools **What do you dislike about FinListics ClientIQ?** Not much, if I had to pick one thing I think the extracting of the data could be a little better **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are able to find critical information about customers and industries that helps our sales people elevate their conversations with key contacts. ### 10. Finlistics is a good tool for value advisory engagements **Rating:** 4.0/5.0 stars **Reviewed by:** Samrat S. | P, Enterprise (> 1000 emp.) **Reviewed Date:** September 29, 2021 **What do you like best about FinListics ClientIQ?** Value Modeler and Peer comparisons are the features I use most **What do you dislike about FinListics ClientIQ?** Limited information on non publicly listed enterprises **Recommendations to others considering FinListics ClientIQ:** Finlistics is a good tool for research on publicly listed companies, industry value maps and value modeling. They can enhance their offering by creating a benchmark library by industry. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I typically use it for value analysis leveraging the features it provides in peer comparison, value modeler, and industry blueprints. ### 11. Account Executive Review (SAS) **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** I like that you can tag specific companies, and that you can setup automated emails to send you quarterly updates. **What do you dislike about FinListics ClientIQ?** A lot of the information seems to be automatically populated and duplicated. It comes off as specific sections are applicable for multiple companies. **Recommendations to others considering FinListics ClientIQ:** A video user tutorial / high level overview link would be helpful **What problems is FinListics ClientIQ solving and how is that benefiting you?** I use it to make sure that I stay up to date with my customers. I also use it to identify financials, pain points and industry focus. The benefits are that it is a quick and easy way to prep when meeting with a new client ### 12. My Guide To Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** FinListics offers tangible insight into businesses that you may not be able to get elsewhere. **What do you dislike about FinListics ClientIQ?** I think the interface could be a bit easier to navigate, but the overall content and information is stellar. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Business acumen and being able to speak to leaders in a business, showing that I understand their business. FinListics helps me understand what is top-of-mind and of importance, rather than wasting my time speaking on topics that the business may not care too much for. This allows me to have more fruitful conversation, leading to more opportunities. ### 13. Great tool to get insights about companies and industry **Rating:** 4.5/5.0 stars **Reviewed by:** Julio H. | Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about FinListics ClientIQ?** Economic performance of each company and industry. **What do you dislike about FinListics ClientIQ?** Maybe it would be great if the tool can show a company performance before 2016. **Recommendations to others considering FinListics ClientIQ:** Make use of this tool to get better insights into the industry you are working. This is valuable tool when comparing your competitors and designing a sales extrategy. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Get industry insights ### 14. Finlistics ClientIQ gives good insight on companies and the news, vision, direction conveniently **Rating:** 5.0/5.0 stars **Reviewed by:** HweeFeng S. | Manager, Systems Engineering - Global Enterprise, Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about FinListics ClientIQ?** I like the new client interface and how the information is presented. **What do you dislike about FinListics ClientIQ?** The interface may be slow sometimes but I think it's mostly due to my computer or connection. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We do business architecture and we need the information to discover and find out more about our customers. ### 15. Client IQ is a game changer ! **Rating:** 5.0/5.0 stars **Reviewed by:** Gordon G. | Managing Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2021 **What do you like best about FinListics ClientIQ?** The comprehensive nature of the customer insights with the ability to compare/contract across similar customers within an industry; the ability to gain visibility into real, fact-based financial and non-financial Key Performance Indicators within the cross-functional organizations of the client; the "Power Of One" creates the ability for us to talk to our clients about real business impact and how KPIs can be improved - It's one of the most effective tools we use when demonstrating business value and results. **What do you dislike about FinListics ClientIQ?** For the nonfinancial-centric leader, the Client IQ platform can appear to be overwhelming. However, there are so many useful tutorials and tips provided to put the user at ease, while giving the user the insights to understand the content better. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Gaining access to tangible, fact-based insights, thus allowing for a deeper empathy and understanding of what the client is trying to solve, opportunities they are seeking, and outcomes they are trying to achieve Using financial data to strengthen our visibility into their performance while using data to create a compelling business case on how our solutions can impact their financial / non-financial measurements ### 16. Insightful information the really matters. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** Finlistics is an excellent resource for information on specific companies and for overall industries. The tools allow fro easy illustration of where we can provide calue to our end customers buiness. **What do you dislike about FinListics ClientIQ?** The tools allow for as much or little interaction as you would like which can be overwhelming when first getting comfortable with the site. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We use the tool for a variety of solutions from identifying industry benchmarks to showing how small improvements can have big impacts for our customers bottom line. ### 17. Informative Tool that does legwork for you! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2021 **What do you like best about FinListics ClientIQ?** The tool gathers information about accounts from various sources, and this is helpful. It also manages to give scenario simulation, which is handy in preparation for discussions with customers. **What do you dislike about FinListics ClientIQ?** When the tool updates, it forgets your saved preferences. This is not that of a big issue, just a slight inconvenience to have to mark your accounts, favourite again. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I am looking at FinListics ClientIQ to identify key customer information and tailor the pitch towards that customer's business objective and financial interests. ### 18. A must for all the intel you could possibly need for your account **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** I love the fact that I can see, in detail, why a customer is doing well ot not doing well and why. Days in Inventory, Year over Year Sales, and details around why. This gives me the tools and information I need when working with a customer. Having all this data on your customer makes you sound like you have a vested interest in their business and understand the inner workings of their organization. **What do you dislike about FinListics ClientIQ?** It would be nice to have access to this type of information for non publically traded organizations. **Recommendations to others considering FinListics ClientIQ:** Use it before you first call. Have this in your back pocket when speaking to C and V level. The details you can pull off Finlistics make you sound like you know the organization you are calling on. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Knowing where I can fit my solution into the business and why makes a huge difference and takes the guess work out of my messaging. ### 19. Solutions Architect from Cisco **Rating:** 4.5/5.0 stars **Reviewed by:** Audia K. | Solutions Architect at Cisco System Indonesia, Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2021 **What do you like best about FinListics ClientIQ?** Industry Blueprint is the best, company trend and executive compensation is my favourite, and peer comparison also great **What do you dislike about FinListics ClientIQ?** For the technical or beginner one like me for reading the growth and profitability is quite hard. It will be good if having a summary for "translate" and "mapping" the up and down graffic into business capability. So, your customer can know which one business capability that company need the most base on their performing YoY. And one more thing, If you can make the connection between that business capability into Cisco produt that will be ridiculous awesome, I am 100% sure that all Cisco employee use ClientIQ forever. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Knowing the company trend, business capability, and knowing their KPI is helping me a lot when I meet with the executive or business user, I can speak on their language and speak they need. Before ClientIQ, I only guessing or asking for a friend and takes more time. ### 20. Great Insights! **Rating:** 4.5/5.0 stars **Reviewed by:** Cindy K. | Services Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** I loved that the insights provided are based on background data I had not previously considered. Showing the root of where we need to focus our attention vs what I believed where we need to focus was extremely helpful! **What do you dislike about FinListics ClientIQ?** Logging in... I kept having to figure out how to log in to this tool. Thankfully, I can go in to our intranet and figure it out. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are positioning a large sale by showing the big picture results vs the sale price only. I really appreciated seeing why I should take a different approach to my sales tactics with my customer based on overall insights in ot their busineess. ### 21. Brings structure to your financial sale **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about FinListics ClientIQ?** It provides a very detailed overview across many different industries with current, key value drivers. Helps you to prep before the meeting, helps you prepare your business case after your meeting. Scenario analyses are very useful. **What do you dislike about FinListics ClientIQ?** The financial modelling tools are useful when you are dealing with business problems that have a direct and material impact at the financial statement level. In a lot of selling scenarios that may not be the case. **What problems is FinListics ClientIQ solving and how is that benefiting you?** It helps to attack opportunities in a structured way that brings you up to speed on clients' key drivers, their financial performance relative to their peers, and where you could potentially drive a material impact. ### 22. My first stop with new accounts and a great way to collect data **Rating:** 4.5/5.0 stars **Reviewed by:** Tia S. | Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **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 be for the customer and gave them in an easy to consume format. **What do you dislike about FinListics ClientIQ?** I didn't notice anything that I found problematic. The only downside really is that it relies upon publicly traded information - which means if a customer isn't public, there's only industry data to use. But honestly, that's a reasonable "downside" to have since private companies intentionally don't have a window into their dealings. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We've been asked to "have a PhD in your customer." This site helps to contribute to the depth and breadth of information we need to have in order to achieve that level of insight. FinListics ClientIQ is always my first stop as it gets me furthest fastest. ### 23. Great too if your company takes it seriously **Rating:** 4.0/5.0 stars **Reviewed by:** Renan S. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **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 not enough updated information can mislead our research. Feels like my company stopped worrying about the solution and didn't update it any longer. Or maybe the solution wasn't getting the right information from our CRM. Since it is a multinational company, clients from my country were not there or just wasn't updated frequently. **Recommendations to others considering FinListics ClientIQ:** Be sure your company is correctly using this tool and updating it accordingly. With not enough data you can be using false information or having a false idea of the client and its relationship with the market. Also, try to engage with your client and confirm that information together, creating rapport as you have the best understanding possible of the full picture. The clients I've done this with thanked me for the opportunity of providing the information before I tried to show them how much I already knew. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I could solve part of the problem of client research and historical understanding since not all data available was actually useful. I could make sure I was talking about the right product with the right price to a specific client. Also I could check about previous contracts and renews we should be discussing, prices and forecast the company has for that specific client and the touchpoints we have historically with that specific company. ### 24. Finlistics Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** I like using the financial metrics, and the Power of One information can be great for creating a business case for customers or potential prospects. **What do you dislike about FinListics ClientIQ?** I would like to see more than just public companies reported on in Finlistics. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Similar to what I like the best the information that is provided in the Exec Summary is a great snapshot to get a conversation with a prospect. ### 25. Work smart **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about FinListics ClientIQ?** That it is one stop shopping to get smart about a particular account in a short period of time. Love all earning reports aggregated in one spot along with competitive info and industry trends. **What do you dislike about FinListics ClientIQ?** Nothing immediately comes to mind but perhaps some improvements on intuitiveness. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Empowering me to have more impactful conversations with executives or the business. ### 26. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Ben J. | Proposal Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2021 **What do you like best about FinListics ClientIQ?** The information that I can use in my work is very good and helpful. Very good information. I would need more training to fully understand how I could use it in my job role. **What do you dislike about FinListics ClientIQ?** It seems a bit complicated at the start. But as I learn more it would become easier. **Recommendations to others considering FinListics ClientIQ:** Do it **What problems is FinListics ClientIQ solving and how is that benefiting you?** Customising content to the customer ### 27. Very precise industry Insights available to showcase the position of the company in comparison **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** At one place you can get all the information about the company and industry trends **What do you dislike about FinListics ClientIQ?** It could have been more detailed analysis be it industry or company **Recommendations to others considering FinListics ClientIQ:** Yes they show start using it as it very easy to use **What problems is FinListics ClientIQ solving and how is that benefiting you?** I used it for getting company's and industry operating income ### 28. An impactful way to sell by leveraging financial data via FinListics **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about FinListics ClientIQ?** The capability to have annual and quarterly reports all summarized and put into easy to digest visualization is a game changer. Coupling those summaries with with market analyst and FinListics analysts inputs greatly reduces the time it takes to interpret financial reports in a traditional manner. The built in KPI's and ROI tools are easy to use and help with financial metrics that show how your tools could impact a client's business and profit margins. **What do you dislike about FinListics ClientIQ?** The detailed information is limited to publicly traded companies (as expected), but if there were a way to get more details on privately held companies - this solution could be unstoppable. **What problems is FinListics ClientIQ solving and how is that benefiting you?** In a time where clients have to do a greater job of justifying the solutions they want, the financial metrics aspect of ClientIQ reduces the mean time to decision. By being able to show financially and specifically with their financial data, it helps clients round out their business case. It's much better than using generic percentages over numbers that aren't specific to your client. Armed with this financial data, sets you apart from other solution sellers and competitors. ### 29. Helpful to understand customer's business. **Rating:** 5.0/5.0 stars **Reviewed by:** Violet Y. | Systems Archietct, Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about FinListics ClientIQ?** Help me to get very detail financial data and analysis. **What do you dislike about FinListics ClientIQ?** Not using too much, so not sure about this question. **What problems is FinListics ClientIQ solving and how is that benefiting you?** To get insights into my customer's company business and their industry situation. So I will know how to propose my solution to them. ### 30. Starting point to develop a point of view on my customers. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2021 **What do you like best about FinListics ClientIQ?** Peer comparisons, sector analysis, power of 1. **What do you dislike about FinListics ClientIQ?** I do not have a specific dislike. Only limitation is private or non-US companies where data is limited. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Quickly assessing customers and develop a point of view - one-stop shop for this information. ### 31. Good experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Helped me to access relevant information. I was not finding some information to complete my account plans, and I did it using this tool. Specially taking in consideration that I never found a web site with the same resources of those that I found here at FinListics. So I had a good suprise when I was told that Cisco had this resource available , I was working abroad by the time that I used it so it helped me a lot in that situation where did not have a deep knowledge about the marketing that I was searching. **What do you dislike about FinListics ClientIQ?** Would like to see more info about Brazilian market, It would be very usefully if I could use it here to check the marketing that I working now. I know it is a huge data base to cover, but this is an advice in the future, I could see we using this tool very often here if It was avalaiable. **Recommendations to others considering FinListics ClientIQ:** It is a good tool, considering that I was struggling to find information that I could find at FinListics. For those who woks with American market I would recommend this product for sure. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Gather more information about the market, I was struggling to find relevant information to complete my job and I found it at Finlistics. It was not clear to me to describe a whole market for example health care once that I was not familiarised with the American market, so this tool for really helpful ull to me in this aspect. ### 32. Great information for review a corporate **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad S. | Sr Territory Sales, Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2020 **What do you like best about FinListics ClientIQ?** Finance report and comparison with competition company **What do you dislike about FinListics ClientIQ?** sometimes financial report is not up to date for the latest year and some company are not listed **Recommendations to others considering FinListics ClientIQ:** Great source for company information as reference for presentation and get to know the company well **What problems is FinListics ClientIQ solving and how is that benefiting you?** benefit is I can discuss with customer with confident, because I know the information about their company. also I can improve customer efficiency by increasing their revenue as customer's goal ### 33. More than 10 Years experience with Finlistics - enriching the Value Selling capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Eric F. | Value Advisor, Value Advisory Services , Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2019 **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 ClientIQ?** Private companies are not specifically in the data, but we always are able to provide insights to private companies by comparing them to their industry (or SIC code) peers and industry aggregated data. When possible, we capture the company's data for comparison. **Recommendations to others considering FinListics ClientIQ:** If you don't have ClientIQ, getting industry comparisons with other sources with this level of detail is very tedious, and impossible in some cases. You should evaluate the time spent searching for this information, the quality of the results, and the value of these insights to your own business results. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are providing assessment of the potential value realized as they strive for best practices. We are able to establish the value of improving on key metrics (comparing them to Median and 1st Quartile) when we know their current (As-Is) state. Or, we use the Power of One in cases when we have a dearth of specific information about the company (it tells them the value of improving 1% or 1 DOS, etc.). This makes for a great lead-in for discussions on the investments required (in our solutions). ### 34. Automate Value Selling **Rating:** 5.0/5.0 stars **Reviewed by:** William (Bill) B. | Principal Value Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** Finlistics ClientIQ effectively automates the process to better understand industry trends and drivers as well as a company’s specific strategic objectives and potential business outcomes. This is foundational to value selling. It also provides the context upon which solution economics (business case) can be aligned and communicated to effectively align business and technology speak. **What do you dislike about FinListics ClientIQ?** I can't really pinpoint a dislike. I see that they are building out more high-level modeling tools to further refine economic value assertions for sales folks, so I can not longer say there are shortcomings. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Industry and company trends, drivers, objectives & outcomes (business context) to align customized economic value metrics. ### 35. Loved this platform. Really helped me understand my customer and their business drivers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2021 **What do you like best about FinListics ClientIQ?** Financial review, business drivers, and overview page **What do you dislike about FinListics ClientIQ?** Need additional explanations on financial terms **Recommendations to others considering FinListics ClientIQ:** none that i can think of **What problems is FinListics ClientIQ solving and how is that benefiting you?** business challenges, undertand customer buying habits ### 36. Gives your team the ability to "follow the money" in a sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Alex G. | Founder, Principal Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **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 outcomes that show value to the c-suite. ### 37. The best partner for client review! **Rating:** 4.5/5.0 stars **Reviewed by:** Edibe İnci B. | FSI Managing consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** Peer comparison and industry trends are the most interesting part! **What do you dislike about FinListics ClientIQ?** All of the components are very useful, but mobile experience can be enhanced a bit.. **Recommendations to others considering FinListics ClientIQ:** I recomend my consultant colleagues to use ClientIQ for client meetings **What problems is FinListics ClientIQ solving and how is that benefiting you?** I am using industry trends and firm reports most frequently and they are very beneficial for client meeting preparation. ### 38. Excellent Commercial Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** May 11, 2020 **What do you like best about FinListics ClientIQ?** Gain a better understanding of the market. **What do you dislike about FinListics ClientIQ?** I have no negative comments about this tool. **Recommendations to others considering FinListics ClientIQ:** It is a good tool for understanding the market. **What problems is FinListics ClientIQ solving and how is that benefiting you?** What should I consider for a better approach to the client, what are their motivators, goals, strategies, and initiatives to be able to develop a customer-focused strategy. ### 39. Obtain valuable information for your customers in a matter of seconds! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel C. | Strategic Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2021 **What do you like best about FinListics ClientIQ?** The functionality (Power of One) by segment. **What do you dislike about FinListics ClientIQ?** Explain to your customers how you have obtained the data and be confident that the numbers you are displaying are in line with what the customer is expecting. **Recommendations to others considering FinListics ClientIQ:** Explore the tool and be sure you do basic training to learn how to expose the financial information to your customers. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Justify capital investments in areas of the business. Customer realize with their own financial numbers the benefits to invest to improve their operational cost. ### 40. Great snapshot of information for research **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2020 **What do you like best about FinListics ClientIQ?** I mostly use this for gaining a fast snapshot of company information including any recent headline news. The ability to have this information in One place is invaluable. **What do you dislike about FinListics ClientIQ?** Some information can be less accurate than others such as the ‘latest news’ features sometimes pulling information on businesses with the same name that are irrelevant. **Recommendations to others considering FinListics ClientIQ:** A fantastic platform with access to critical information in a single place.fantastic to brush up before a first approach. **What problems is FinListics ClientIQ solving and how is that benefiting you?** The ability to research a customer quickly and understand their position as well as any large news appearances recently (good or bad) is a great way to brush up prior to an initial discussion. Especially if you're pushed for time. ### 41. Great solutions at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Ignacio D. | AE, Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2021 **What do you like best about FinListics ClientIQ?** Consolidated info with no unnecessary data. **What do you dislike about FinListics ClientIQ?** Missing some Latin America companies information **Recommendations to others considering FinListics ClientIQ:** Request a sample of the info you would be getting **What problems is FinListics ClientIQ solving and how is that benefiting you?** Looking to find the economic impact our solution can have on a potential client ### 42. FinListics, great value add for business discussions **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Customer Experience Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2021 **What do you like best about FinListics ClientIQ?** What I liked was the ease of use, comprehensive data, and its applicability to having better, data driven, business discussions with customers about their business needs and decision drivers **What do you dislike about FinListics ClientIQ?** It was all upside for me so no negatives to report **What problems is FinListics ClientIQ solving and how is that benefiting you?** How our Collaboration and Networking solutions can be more relevant to our customers business needs in increasing agility and reducing their time to market to increase their end users customer experience solutions effectiveness ### 43. FinListics training and tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2020 **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 everything you need in one place in a format that is easy to extract insights from. **What do you dislike about FinListics ClientIQ?** I thought the tool at first could be a little overwhelming with some of the features but after the training, I felt very comfortable and confident in my usage of the FinListics ClientIQ tool. Nothing to dislike about the tool it hits on its intended purpose. I do feel there is more value that I haven't tapped into. As I get even more familiar with the tool I am confident I will. **Recommendations to others considering FinListics ClientIQ:** Get the training first to maximize the usage of the tool. The staff was great and showed me even more ways to get the value of FinListics ClientIQ. **What problems is FinListics ClientIQ solving and how is that benefiting you?** It allows me to digest the client's financials and industry financial to get a better understanding of their business. As someone who doesn't come from a financial background, it gives me the confidence to walk in a room and talk those numbers. The largest benefit is the time it allows me to understand a new client and better target where I can be of the most value. ### 44. Great financial insights which help customer-facing roles with their customer work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2021 **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 business outcome, what it would mean for the customer and how to achieve it. ### 45. Financial data that helps you think like a CEO **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth D. | Senior Manager, Industry Consulting , Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2021 **What do you like best about FinListics ClientIQ?** Terrific competitive data available along with good financial data about client and prospects that is very useful throughout a sales cycle. **What do you dislike about FinListics ClientIQ?** Nothing stands out as negative; perhaps providing automated, updated financial information on current customers and prospects would be very helpful. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are able to review financial performance that helps us hone in on which software solutions benefit our clients. the benefits are mainly around 'speaking the language' of our clients. ### 46. Good tool, but not for everyone **Rating:** 2.5/5.0 stars **Reviewed by:** Markus D. | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about FinListics ClientIQ?** Finlistics is a very intuitive tool and easy to use. There are a lot of different ways to research clients and industries. I specifically like the fact that all the information is constantly updated. This is really helpful because it saves me a lot of time.The value modeler provides a ton of different ways to create a business case. I also like the fact that you can save a business case and revisit and update it later on. **What do you dislike about FinListics ClientIQ?** There is one big downside of Finlistics in my opinion. It is not very relevant for everyone. In a previous role I worked with rather small clients in Europe. Many of these companies were not on Finlistics. Some of these small companies were, but information was outdated and not useful. This is a critical point for me because a large number of sales people works with smaller clients. In general, Finlistics seems to focus more on US companies than European companies. **Recommendations to others considering FinListics ClientIQ:** Focus also on smaller companies. This way your software becomes more relevant to a larger base of potential users. Also make sure that you include companies from every part of the world, not just focusing on the United States of America. **What problems is FinListics ClientIQ solving and how is that benefiting you?** What were the problems I solved with Finlistics Clint IQ: Comparing my clients performance with others in the industry. Creating business value cases, using different KPI's. Creating industry presentations for internal meetings. Creating presentations during my training time. What I have realized: In order to use the product the best way possible, it is necessary to understand financial metrics and KPIs. ### 47. Useful Information for Preparing to meet with C-Level Financial-Metrics Minded Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Mekki M. | Senior Technical Red Hat & Open Source Strategy Advisor - Advisory & Consulting Canada, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about FinListics ClientIQ?** The information is nicely consolidated into views that align with the different priorities of C-level executives and business function verticals. It makes it easy to pick a summary based on who you will be meeting. The interface is also very well organized, loads quickly, and makes it easy to find what I'm looking for. The colour scheme is pleasant. It interfaces with our company Single Sign On without any hiccups. It enables the production of client-facing reports that show our company branding alongside the Finlistic branding that allows us to leverage the tool as a value-add in our client interactions. **What do you dislike about FinListics ClientIQ?** Many companies, even publicly traded ones, are missing from the industry search list. It can be difficult to find specific companies. The companies that are there are covered in much detail but the range of included companies could be greatly improved. It seems very US-centric. I work mostly with Canadian clients, so it would be great to see more publicly traded Canadian companies included, such as the list of companies on the Toronto Stock Exchange. **Recommendations to others considering FinListics ClientIQ:** Focus first on getting it in the hands of your top Insight sellers as they prepare for conversations with C-level executives in their territories. Then, have them coach others inside the organization on adoption of the tool. That will maximize its effectiveness. **What problems is FinListics ClientIQ solving and how is that benefiting you?** FinListics ClientIQ helps me understanding the thinking of my clients and enables alignment of my sales conversations around the metrics that are top of mind in their industries and business units. The benefits realised relate to advancing the client conversations more rapidly. We find that clients engage more deeply with our solutions and the sales stages in deals progress faster. ### 48. Great financial tool; helps you feel confident and succeed with c-suite level executive conversation **Rating:** 5.0/5.0 stars **Reviewed by:** Ambreen P. | Program Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** I can pull financials for companies, feel comfortable and confident when I speak with c-suite level executives, help my customers grow their business while making a profit **What do you dislike about FinListics ClientIQ?** Nothing, I really enjoy this tool and have found great benefits from it **Recommendations to others considering FinListics ClientIQ:** Use it! Implement it within your organization if you are customer facing. It's a great tool that your sellers will truly appreciate and benefit a great deal from! **What problems is FinListics ClientIQ solving and how is that benefiting you?** Helping my sellers learn and understand this tool so they can help their customers become successful and grow ### 49. Easy understand, and user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **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. ### 50. Invaluable Insights to Guide Discussions with Impact **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2020 **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 business narratives early in customer conversations. **What do you dislike about FinListics ClientIQ?** Have value drivers drill deeper into sub-verticals would be helpful; having these at only the highest levels of any industry mean that nuances are often lost. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Our value teams are seeing increased productivity by having access to tools, data and reporting on one platform. Previously, this kind of research could take hours to complete. Finlistics also serves to kick-start our own analysis, again contributing to enhanced productivity and confidence in developing the right customer stories. ## FinListics ClientIQ Discussions - [What is FinListics ClientIQ used for?](https://www.g2.com/discussions/what-is-finlistics-clientiq-used-for) - [Can we implement more up to date data like Bloomberg, Reuters, D&B data?](https://www.g2.com/discussions/51322-can-we-implement-more-up-to-date-data-like-bloomberg-reuters-d-b-data) - 1 upvote - [View FinListics ClientIQ pricing details and edition comparison](https://www.g2.com/products/finlistics-clientiq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+22%3A52%3A52+-0500&secure%5Bsession_id%5D=6939fc0b-bdb2-45db-9646-7374621c3b24&secure%5Btoken%5D=994dea84e1076b3f5457aeadf0642c1d622fdb1526c49a66690a45ee6c3a7a0a&format=llm_user) ## FinListics ClientIQ Features **Data Availability** - Company Data Availability - Industry Research Availability - Technographic Data Availability **Data Accuracy** - Company Data Accuracy - Technographic Data Accuracy **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Internationalization - Performance and Reliability - Reporting/Dashboards - APIs **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Reporting - Messaging ## Top FinListics ClientIQ Alternatives - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,862 reviews) - [D&B Hoovers](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) - 4.1/5.0 (766 reviews) - [InsideSales](https://www.g2.com/products/insidesales/reviews) - 4.5/5.0 (613 reviews)