--- title: FinListics ClientIQ Reviews meta\_title: 'FinListics ClientIQ Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 151 reviews by the users' company size, role or industry to find out how FinListics ClientIQ works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 151 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FinListics ClientIQ Reviews & Product Details 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. * * * Seller [FinListics Solutions](https://www.g2.com/sellers/finlistics-solutions) Discussions [FinListics ClientIQ Community](https://www.g2.com/products/finlistics-clientiq/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Michele Wilkins Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/finlistics-clientiq/pricing) ## Top-Rated Alternatives [ ![GTM Workspace - Powered by ZoomInfo](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GTM Workspace - Powered by ZoomInfo") GTM Workspace - Powered by ZoomInfo 4.5/5(9,106) ](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [ ![D&B Hoovers](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "D&B Hoovers") D&B Hoovers 4.1/5(782) ](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) [ ![InsideSales](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "InsideSales") InsideSales 4.5/5(618) ](https://www.g2.com/products/insidesales/reviews) [ View All Alternatives ](https://www.g2.com/products/finlistics-clientiq/competitors/alternatives) ## User Insights Average based on 151 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") CM Verified User in Management Consulting Small-Business (50 or fewer emp.) 5/22/2020 "Value Engineering without the engineering hassle" 5/5 What do you like best about FinListics ClientIQ? The industry appropiate value calculator which allows you to play around with scenarios and ROI terms. Even the option to add on your own initiative/KPIs calculations. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? Information and ratios are mostly if not solely based on USA firms so the "power of one" KPIs seldom reflect any benefit for customers or firms in other geos. The EPS information is always empty, they should be able to link it to a web service or something to have the amount of stock being traded. Definitions about the portions in the ROI calculator are a bit confusing, it takes a while to understand how the percentages are applied. That is the most "difficult" part to understand and hence to explain. Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: Make sure your agreement does not have a cap on the amount of companies you can upload by yourself, specially if you are not USA based, their breadth of coverage is limited and you will have to do it on your own. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? Correlating my sales motions with value for customer in their own terms. The benefits immediately realized are credibility, seniority, savviness, and direct relationship from what im talking about and what the customer cares about. Review collected by and hosted on G2.com. Show More 5/28/2020 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Melissa H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melissa H.") MH Melissa H. Brand Demand and Digital Marketing Intern Enterprise (\> 1000 emp.) 3/5/2020 "Finlistics - Financial Selling and Insights at your FINGERTIPS" 5/5 What do you like best about FinListics ClientIQ? When you stop selling and start strategizing, you sit on the same side of the table with your. Finlistics is a phenomenal tool when it comes to selling into a company you need to get more familiar with. From its public AND privately held company filters, and industry stats that are UP TO DATE, you can't be unprepared for your meeting with the CXO. For publicly shared companies, log into Finlistics for access into insights on their year after year financial performance, key performance indicators specific to their leadership, shareholder announcements and comparison tools against their competitors. Filter down to questions to ask different CXOs, take a look at the Power of 1% and more. Incredible. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? One thing Finlistics struggled with from my perspective was competitor analysis. If you entered a publicly traded company and went to add competitors, there wasn't an opportunity to be more specific. For example - I needed to analyze Netflix as a streaming service company. One of the recommended competitors was Amazon. HOWEVER, only part of Amazon's business model is streaming related with Amazon Video. I wasn't able to pull just that portion of the business out, so I was essentially comparing Netflix video streaming to an e-retailer/e-commerce/e-grocer/cloud storage/photo storage conglomerate. This made the comparison invalid. Aside from that, if I'm honest, there isnt much I didn't like about the Finlistics tool. As a newer seller in my market, one thing that would have been more helpful is on the tabs where KPIs for that industry was shared, if you could click on those Key Performance Indicators to learn more about what they mean if you were less familiar with what they meant. Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: Finlistics is the way to to get your sellers up to speed, armed with the right information, and ready to work with clients in order to help them achieve success. The insights available from the tool after it compiles all publicly available financial data, examines key leadership roles and that is important to them whether they are the CIO or the CTO or the CMO, suggests conversation starting and though provoking questions that cover issue important to the industry, shares industry trends with the reader, allows you to look at how a 1% change in key performance metrics can bring dollars back to the bottom like and more. Fabulous insight and a super robust tool with a simple online interface and a non-threatening layout. Wildly valuable. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? The one massive problem for sales reps in the technology space is the sheer volume of customers we serve over a vast variety of different markets. It's so crucial today to be able to sit beside the customer and collaborate, build visions together and understand their business through their eyes. What was once weeks of research, calls internally to understand the client through the eyes of previous account managers and stress has become a streamlined process through FinListics. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") CT Verified User in Telecommunications Enterprise (\> 1000 emp.) 12/9/2020 "Finlistics ClientIQ helps our prospecting and customer research" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? Large private company, university, federal, state and local government data is not available. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 12/11/2020 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller GC Giacomo C. Enterprise (\> 1000 emp.) 5/8/2020 "A day by day tool for sales" 4/5 What do you like best about FinListics ClientIQ? Lot of information for sales, scenarios simulation. it gives me the possibility to reflect about where I can have an impact in the account I am looking for. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? sometimes is slow, not very user friendly. Sometimes data are not updated with the latest Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: Be aware about the latest data stored, try to enrich them with any other source of information to have a complete vision of your customer Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? Research of information, especially financial info, about customers and prospects Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Industrial Automation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Industrial Automation") CI Verified User in Industrial Automation Enterprise (\> 1000 emp.) 2/27/2020 "Eye opening, paradigm shifting, perspective enhancing selling tool" 4.5/5 What do you like best about FinListics ClientIQ? The level of insight into what matters most to decision making executives is outstanding. Being equipped to start high level conversations with background knowledge of a customers industry, key competitors, and trends is like carrying a cheat sheet into a college exam. The difference is, if you get caught, the customer will appreciate your efforts all the more. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? I personally enjoyed learning more about financial acumen prior to the course. However, the level of knowledge required to have intelligent conversations with executives might still be lacking in my case as well as my colleagues. It would be beneficial to have Cliff's notes / 1-page academic outlines of financial acumen fundamentals handy when delving into Finlistics 6 months from now. Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: Knowing what's under the financial hood at a prospective client is amazingly relevant and important to the often too-technical, features and benefits, conversations technical consultants can find themselves in. Being armed with Finlistics knowledge helps the sales team to lead conversations straight to the nerves that clients feel. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? I've felt better equipped to ask the leading questions to reveal issues that I suspect are keeping my customers awake at night. This will lead to better insights and solution discovery as a part of conversations with customers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Industrial Automation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Industrial Automation") CI Verified User in Industrial Automation Enterprise (\> 1000 emp.) 8/13/2020 "Great tool for public companies" 3.5/5 What do you like best about FinListics ClientIQ? It's a great tool to quickly gather financial information on public companies -- much faster than digging through their financial statements and annual reports. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? It's understandable, but gathering any information on private companies is difficult and unreliable. Additionally, even with public companies, it can be difficult to gather information by business segment. Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: The training session on how to use the software was very helpful so I'd definitely ask to take part of one if there is an opportunity. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? It is great to have a high level estimate of the business impact of different projects if you understand what business metrics will be impacted. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Daniel M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel M.") DM Daniel M. Market Development Executive, IBM Services Enterprise (\> 1000 emp.) 5/14/2020 "Easy to use, robust in capability" 3.5/5 What do you like best about FinListics ClientIQ? Immediate access to financial metrics, some of which would ordinarily require manual calculation Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? Some financial metrics are not transparent in the data used for their calculation. More specific metrics are not available, though Finlistics gives a good starting point Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? Typically used early in the sales process to identify value prop for client, benefit being faster preparation for client calls, more accurate work. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller CM Cristina M. Account Manager Enterprise (\> 1000 emp.) 2/26/2020 "this tool helped me a lot to address my customers based on THEIR needs" 5/5 What do you like best about FinListics ClientIQ? - comparison with other industries - quick overview of the financial statements - overview of company health - recommendations based on their current situations - chance to calculate a change in capex reflection of company performance - potential solutions they'd need recommendations - suggestions of questions for different functions inside the company - the graphs and the tables that display information are very complete Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? the dashboard is a bit old style, as well it is not clear when the information displayed has been updated. as well, some more details regarding the company presence worldwide would be nice to have. Review collected by and hosted on G2.com. Recommendations to others considering FinListics ClientIQ: - take the time to really play with the tool and investigate all the info displayed: it's pure gold! Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? - i could contact my customers better and reply to their needs - more knowledge about the customers i contacted Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 8/20/2020 "Great overview for Financial selling/learning" 4.5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? I had no introduction to financial selling and so the benefits have been more foundational of understanding and feeling comfortable with having financial conversations both personal and professional. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mike L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike L.") ML Mike L. Mid-Market (51-1000 emp.) 5/8/2020 "A great tool I use every day" 4/5 What do you like best about FinListics ClientIQ? I look at trends the most. Also love how easy it is to see how the company compares to peers for all metrics. The power of one for things like DPO improvement is also super handy. Review collected by and hosted on G2.com. What do you dislike about FinListics ClientIQ? Would like to have quicker access to company financials. Right now I have to download the Client Assessment Report to access. Lacks S&P and Moody's public rating information. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? We focus on buyer working capital improvement by offering early payments to suppliers, which is why analysis around DPO is so useful, whether its cash flow generated by improving or doing a comparison to peers. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about FinListics ClientIQ? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about FinListics ClientIQ ](https://www.g2.com/products/finlistics-clientiq/discussions/new) GU Guest User What is FinListics ClientIQ used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-finlistics-clientiq-used-for) [ View all Discussions ](https://www.g2.com/products/finlistics-clientiq/discuss) ## Pricing Options Pricing provided by FinListics ClientIQ. ### Contact Us $$$ [ View More Pricing Information ](https://www.g2.com/products/finlistics-clientiq/pricing) FinListics ClientIQ Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0fe1247bb1ae3d476bf6e9dbd470cf7d/gtm-workspace-powered-by-zoominfo.png "Product Avatar Image") GTM Workspace - Powered by ZoomInfo 4.5/5(9,106) [ Compare Now ](https://www.g2.com/compare/finlistics-clientiq-vs-gtm-workspace-powered-by-zoominfo) ##### ##### FinListics ClientIQ Features Data Availability Company Data Availability Industry Research Availability Data Accuracy Company Data Accuracy Features Lead Builder Integration to CRM/Marketing Automation Data Cleaning/Enrichment Platform Internationalization Performance and Reliability Reporting/Dashboards [ View More Features ](https://www.g2.com/products/finlistics-clientiq/features) ##### Categories on G2 [Sales Intelligence](https://www.g2.com/categories/sales-intelligence) ##### Explore More [Recommended session recording apps for improving my user interface](https://www.g2.com/discussions/recommended-session-recording-apps-for-improving-my-user-interface)[Which recruiting automation platform offers the fastest candidate sourcing?](https://www.g2.com/discussions/which-recruiting-automation-platform-offers-the-fastest-candidate-sourcing)[Best software for compliance-friendly absence reporting](https://www.g2.com/discussions/best-software-for-compliance-friendly-absence-reporting) [What agency management platforms have the best data security and backup capabilities for protecting sensitive client information?](https://www.g2.com/discussions/what-agency-management-platforms-have-the-best-data-security-and-backup-capabilities-for-protecting-sensitive-client-information)[What are the highest rated database comparison tools for staging-to-production workflows where deployment errors must be eliminated?](https://www.g2.com/discussions/what-are-the-highest-rated-database-comparison-tools-for-staging-to-production-workflows-where-deployment-errors-must-be-eliminated)[What website privacy auditing tools best support GDPR and data protection regulation compliance for growing teams?](https://www.g2.com/discussions/what-website-privacy-auditing-tools-best-support-gdpr-and-data-protection-regulation-compliance-for-growing-teams) [Show MoreShow Less](javascript:void(0);)