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FinListics ClientIQ

By FinListics Solutions

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4.5 out of 5 stars

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FinListics ClientIQ Reviews & Product Details

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FinListics ClientIQ Media

FinListics ClientIQ Demo - ClientIQ Business Performance Highlights
ClientIQ instantly offers financial performance over time, relative to stop competitors, and compared to the industry for all financial metrics.
FinListics ClientIQ Demo - ClientIQ Performance Improvement Opportunities
ClientIQ identifies areas of financial opportunity by understanding those operational KPIs that would have the greatest impact on performance improvement. The customization option allows you to add your solutions and map the appropriate operational KPIs by industry.
FinListics ClientIQ Demo - ClientIQ Industry Goals
ClientIQ provides industry blueprints for more than 30+ industries. Use them to learn critical goals, initiatives, which business units are involved, and how they are measured.
FinListics ClientIQ Demo - ClientIQ Questions
ClientIQ includes opening questions and conversation starters per line of business. The customization option allows you to add additional questions and remove questions that aren't relevant to your solution.
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FinListics ClientIQ Reviews (151)

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FinListics ClientIQ Reviews (151)

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4.5
151 reviews

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Kevin L.
KL
Account Representative
Enterprise (> 1000 emp.)
"Great tool for researching customers"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DN
Senior Account Executive
Enterprise (> 1000 emp.)
"Excellent Research on How Your Client Makes Financial Decisions and What You Can Do About IT"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

RV
Sr Business Value Consultant - EMEA
Enterprise (> 1000 emp.)
"A Tremendous Resource and Research Aide"
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. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

I have used FinListics ClientIQ for 20 years now and have not found anything to dislike. Review collected by and hosted on G2.com.

Jose Agustin V.
JV
Industry manager Auto & Tire LA
Enterprise (> 1000 emp.)
"Finlistic as a Sales Tool"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SA
Strategy
Enterprise (> 1000 emp.)
"Broad Coverage Moderate Depth"
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Andrew J.
AJ
Senior Strategic Account Manager
Enterprise (> 1000 emp.)
"Finlistics - Account Manager Usage"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CK
Account Manager
Enterprise (> 1000 emp.)
"Simplifying one of the most complicated requirements of my job"
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Altan A.
AA
Digital Transformation & Innovation Lead, Middle East Africa (MEA), Turkey & Central Asia
Enterprise (> 1000 emp.)
"Fastest way to show a glimpse of what you propose to achieve..."
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... Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BB
VP of Training and Sales Enablement
Enterprise (> 1000 emp.)
"Valuable information, easy to use"
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

SS
P
Enterprise (> 1000 emp.)
"Finlistics is a good tool for value advisory engagements"
What do you like best about FinListics ClientIQ?

Value Modeler and Peer comparisons are the features I use most Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Limited information on non publicly listed enterprises Review collected by and hosted on G2.com.

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FinListics ClientIQ Features
Company Data Availability
Industry Research Availability
Company Data Accuracy
Lead Builder
Integration to CRM/Marketing Automation
Data Cleaning/Enrichment
Internationalization
Performance and Reliability
Reporting/Dashboards
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FinListics ClientIQ
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