--- 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: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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. Strong company analysis, limited to large enterprise **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** Detailed analysis on financial conditions, metrics that are relevant to the industry **What do you dislike about FinListics ClientIQ?** Company selection is generally limited to public or very large enterprise **What problems is FinListics ClientIQ solving and how is that benefiting you?** Understanding company metrics and where this places them amongst their peers for targeted solutions ### 2. Industry and customer knowledge and the application of that knowledge is "FinListics" **Rating:** 4.5/5.0 stars **Reviewed by:** Steve A. | Client Executive - AT&T Business, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about FinListics ClientIQ?** Existing in depth analysis; financial acumen, and application to enable the user to be better prepared to what is important to your client; based on the industry trends, financials, and competition. **What do you dislike about FinListics ClientIQ?** Use of the value creation tool, but getting better and better! **What problems is FinListics ClientIQ solving and how is that benefiting you?** Problem focus: How/where to focus on improving the bottom line of my customers based on industry trends, threats, opportunities, and competition. Benefit: Effectively can address the aforementioned with the help of FinListics tools and coaches. ### 3. Great insight & detailed analysis of Customer financial data **Rating:** 4.5/5.0 stars **Reviewed by:** Ankur P. | Product Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** Power of One is a great feature to understand impact on customer benefits **What do you dislike about FinListics ClientIQ?** analytics can be made more graphical to provide better insight **What problems is FinListics ClientIQ solving and how is that benefiting you?** it give better understanding on customer challenges before we visit customer ### 4. ClientIQ **Rating:** 4.0/5.0 stars **Reviewed by:** Abdoul T. | Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about FinListics ClientIQ?** Very useful to get information on target companies **What do you dislike about FinListics ClientIQ?** For specific regional/geographic characteristics it sometimes doesn't have as much info **What problems is FinListics ClientIQ solving and how is that benefiting you?** Find new companies, get info, get contacts ### 5. FinListics review Maria Spiritto **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2021 **What do you like best about FinListics ClientIQ?** Centralisation of all key financial indicators of my customer's enterprise. Insight into industry comparisons Scoring on financial health of company **What do you dislike about FinListics ClientIQ?** Not entirely updated to all business units of Continental AG Troublesome to log in No reference as to sources **What problems is FinListics ClientIQ solving and how is that benefiting you?** Information used for sales account planning Get a concrete glimpse of how successful a company is, which is useful for goal setting in sales account plans ### 6. Very useful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Fabrizio C. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2021 **What do you like best about FinListics ClientIQ?** I mostly like tips for Sales Intelligence **What do you dislike about FinListics ClientIQ?** I dislike the lack of deepening industry insight **What problems is FinListics ClientIQ solving and how is that benefiting you?** Assess Value for Customer ### 7. Data for deeper understanding of client needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** Exec summary value model peer comparison industry analysis Industry blueprints are really helpful buying personas **What do you dislike about FinListics ClientIQ?** Limited info on private and non-profit companies. Would like to see more details on healthcare accounts and organizations. **What problems is FinListics ClientIQ solving and how is that benefiting you?** New business questions to ask Realized new pipeline becoming more business relevant to our customers increase business acumen how to align to customer priorities ### 8. FinListics help Account Managers to understand the full picture of the account and account strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Cliff P. | President, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Great data on companies we are reviewing and the software is easy **What do you dislike about FinListics ClientIQ?** to many information tab maybe a little better training section **Recommendations to others considering FinListics ClientIQ:** FinListics has a rich set of data that makes account planning for the team more effective **What problems is FinListics ClientIQ solving and how is that benefiting you?** Account insights and a financial view of the account and account planning ### 9. Great business research tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jay S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Very thorough and pertinent information, competitive analysis is very useful. The financial breakdown and analysis helps me determine areas in which technology can augment/help. This in turn provides a better view of Business Outcomes that align with the primary goals or needs of my customer. **What do you dislike about FinListics ClientIQ?** Maybe more information about leaders in the company. Also, any information about their achievements, interests, etc. A comparative analysis of past 10K's or annual reports in terms of what was achieved would be very interesting. I know certain historical aspects are captured, but, could be interesting to see a comparison of how a company is maturing or growing by showing new lines of business/revenue streams. **Recommendations to others considering FinListics ClientIQ:** This is one of the most helpful tools I have found to do business research. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Primary problems being solved is understanding trends in industries in terms of how/what they place value on. Comparing financial data to their annual reports helps verify/confirm what the company is saying publicly. ### 10. Finlistics for industry knowledge **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** Vertical/industry-specific knowledge. It really helps me relate to the trends in the different industries I'm talking to. **What do you dislike about FinListics ClientIQ?** Sometimes the insights are too vague/ not specific enough for the account I'm targeting. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I present myself to prospects as someone who has some knowledge about the space they're in. ### 11. Intention is good, but hard to navigate **Rating:** 3.5/5.0 stars **Reviewed by:** Eric O. | Financial Services Industry Account Manager & FinTech Innovation Lead, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** The market insights could have been better but its a little tough to navigate. The training by the finlistics team was great, the consulting team taught the users on how best to use it, but this is very US centric. the team taught us. ClientIQ is an excellent software to use in tandem with other CRM's like Orion. ClientIQ helps my team to see the interactions between the customer and our different outreach techniques. ClientIQ is obviously a very powerful tool, if that wasn't the case, it wouldn't be as popular as it is. There is a ton of flexibility to make it your own and use it the way you want to **What do you dislike about FinListics ClientIQ?** The user interface and how the system requires tons of information. This is a system which the user needs to understand what is required from him to get the result that the company requires. So a lot of analysis is asked of the user in order to put the data. Which is highly counter useful. I wished that this is something that the finlistics team could do better. There are so many steps to having a complete file, so this isn't a lazy program. If you're going to use it, commit to using it, otherwise, crap in, crap out. **Recommendations to others considering FinListics ClientIQ:** Think twice before committing to this, salespeople are not data crawlers that can make full use of this piece of software. **What problems is FinListics ClientIQ solving and how is that benefiting you?** The intention to use finlistics is to present to the customer that their investments of $X could be reaping them $X * 10 in returns. I've not had the opportunity to use this service because the information required to populate such results is hard to obtain from a customer. ### 12. Great Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** The power of 1 is very useful in showing the impact of a 1% increase of decrease in various business aspects. Additionally, the ability to view how a client is stacking up against the competitors in their industry is very useful information to have before meeting with a client. One of the tabs I frequent the most are the conversation tabs. They allow me to form well structure lines of inquiry and help me to make the conversation flow very naturally with any level of client that I am meeting with. **What do you dislike about FinListics ClientIQ?** Slight overlap in categories that should have different information. Additionally, I would say that making the user interface a little more friendly to new users could have a substantial impact on their learning curve when getting started. **Recommendations to others considering FinListics ClientIQ:** Definitely use this tool in front of your clients to demonstrate the power of 1, and use this tool during your research to gain valuable insight into your client's business. **What problems is FinListics ClientIQ solving and how is that benefiting you?** This tool helps identify important lines of inquiry that are pertinent to different positions within a potential client's business. The power one tool allows me to show clients what enormous impact even a 1% increase in revenue or profits would do for them. While this is information that they may already know, showing it to them during a conversation can be very powerful. Also, this immediately shows who the client's competitors are which allows you to address that in your conversations. ### 13. Easy way to get better insights about a customer **Rating:** 5.0/5.0 stars **Reviewed by:** Larissa M. | account manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2021 **What do you like best about FinListics ClientIQ?** Updated financial information about customers that help sales teams to get beeter insights **What do you dislike about FinListics ClientIQ?** Some availabe information is only for corporate accounts and not for local sites depending on the region. **Recommendations to others considering FinListics ClientIQ:** Power of 1% is a great tool to use **What problems is FinListics ClientIQ solving and how is that benefiting you?** - Creating more accurate account plans based on the customer roadmap ### 14. Account G2 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** February 16, 2021 **What do you like best about FinListics ClientIQ?** Very easy access to account financial overviews. **What do you dislike about FinListics ClientIQ?** Nothing really, the application is really easy to use. **What problems is FinListics ClientIQ solving and how is that benefiting you?** It allows me to access a good overview of what KPI's are important to my customer, helping me to have more meaningful conversations. ### 15. Value-Based Selling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about FinListics ClientIQ?** What is most helpful about FinListics ClientIQ is the speed to insight. The upside of using FinListics ClientIQ is leveraging financial and peer analysis in our conversations with the c-suite. **What do you dislike about FinListics ClientIQ?** Not necessarily a dislike, but rather a call for improvement would be to add push notification on an uploaded territorial assignment. **What problems is FinListics ClientIQ solving and how is that benefiting you?** FinListics ClientIQ helps me solve the where to spend your resources problem by enabling a quicker qualifications process. ### 16. client analytics - Finlistics **Rating:** 4.5/5.0 stars **Reviewed by:** Steve H. | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2020 **What do you like best about FinListics ClientIQ?** great tool - takes so much time out of preparing for exec pursuits. access to many info sources i don't otherwise have. Alos does full IRR ROI calculations - invaluable and time-saving. **What do you dislike about FinListics ClientIQ?** not able to dump statistics into excel for further calculations **What problems is FinListics ClientIQ solving and how is that benefiting you?** executive-level sales pursuits ### 17. Friendly interface + Expert Support Assistance = Best client outcomes! **Rating:** 5.0/5.0 stars **Reviewed by:** Vinicius M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** The support was absolutely amazing! It made me understand how to properly approach our client with the right story-telling. Also,the interface is really easy to use so, if you are familiar with the financial/economics terms, you could left-pace learn how to get the best insights through company and industry analysis. **What do you dislike about FinListics ClientIQ?** To be honest, there was nothing I dislike. **Recommendations to others considering FinListics ClientIQ:** Explore the tool and if you have any question regarding of any topic: email the support team. They are fast and will help you achieve your goals by showing how to get the best of the tool. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I improving our pipeline of opportunities by sharpening our goals with a few different tools. FinListics was the last piece that made all the other pieces more valuable. ### 18. FinsListics Review by AM from Mexico **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2021 **What do you like best about FinListics ClientIQ?** The comparative between industries and the power of one **What do you dislike about FinListics ClientIQ?** The aplicacion to a proyect is too complex **Recommendations to others considering FinListics ClientIQ:** The modelating in projects is complex **What problems is FinListics ClientIQ solving and how is that benefiting you?** Analysis of customer results of Fiscal Year, to make an Account Plan ### 19. Excellent tool to gather deep info **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** Content was very very accurate and also the dashboard was easy to use **What do you dislike about FinListics ClientIQ?** The only thing I disliked was that not ALL customers are listed **Recommendations to others considering FinListics ClientIQ:** Yes **What problems is FinListics ClientIQ solving and how is that benefiting you?** None ### 20. Deep customer info **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2021 **What do you like best about FinListics ClientIQ?** It gives me specific questions to ask customers. **What do you dislike about FinListics ClientIQ?** A lot of my companies aren't on their site. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I am having better conversations with my customers. ### 21. FinListics Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** Comparisons peer to peer Dashboard with financial KPIs 12 month dashboard What if analysis **What do you dislike about FinListics ClientIQ?** Not having local comparisons. When you have global clients, such as Citi or BBVA, you can only get global numbers instead of having numbers by country to compare with local competitors. **What problems is FinListics ClientIQ solving and how is that benefiting you?** How are the clients doing vs their main competitors and what would happen if they decided to buy "X" or "Y" solution. ### 22. Very good resource for researching companies and driving financial selling conversations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2021 **What do you like best about FinListics ClientIQ?** Company insights and comparison to industry peers **What do you dislike about FinListics ClientIQ?** I wish that there was more information available on private companies instead of just general industry information **Recommendations to others considering FinListics ClientIQ:** This is a great tool to use to get a more in depth understanding of your customer's business drivers and the impacts you can help make. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I have been able to more efficiently do account planning ### 23. Customer's Industry Benchmarking at it's best **Rating:** 5.0/5.0 stars **Reviewed by:** Jaideep G. | Manager Business Development, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2020 **What do you like best about FinListics ClientIQ?** The ability to compare a company with traditional peers and industry disrupters. it's amazing! this gives a very good insight on growth drivers and profitability drivers and this enables us to have a conversation with the right stakeholder - CIO, CFO, COO - we get amazing insights of their careabouts. **What do you dislike about FinListics ClientIQ?** Nothing really. the value it provides is huge to dislike any minor issues. At times there maybe unlisted companies for which we have to dig deeper and do some manual stuff which i believe can be further improved. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Ability to deeply understand the customer's business performance and their challenges and tune our proposition on how to solve the problems and how to partner. ### 24. great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about FinListics ClientIQ?** valuable tool that provides meaningful customer insights **What do you dislike about FinListics ClientIQ?** Nothing really. The tool is very intuitive **What problems is FinListics ClientIQ solving and how is that benefiting you?** significant customer insights ### 25. Excellent Tool to help visualize low hanging fruit in a large corporation **Rating:** 5.0/5.0 stars **Reviewed by:** Grant W. | A, Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** Insights, competitor comparisons, accuracy of information. **What do you dislike about FinListics ClientIQ?** Interface could be more intuitive, too many areas **What problems is FinListics ClientIQ solving and how is that benefiting you?** Customer OEE and operational efficiency ### 26. FinListics Review **Rating:** 5.0/5.0 stars **Reviewed by:** Hugh C. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2021 **What do you like best about FinListics ClientIQ?** Valuable insight on company financials reports **What do you dislike about FinListics ClientIQ?** Some of the terminology is hard to understand. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Approaching financial business problems ### 27. Our company used FinListics a many times. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 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. I see many financial data about other companies. You can learn a lot about the companies and your competitors that you need to check. The reports are all pretty thorough and have great insight once they wouldn't find elsewhere. The training that I received brought my understanding to a deeper level and allowed me to find real insights in the service. **What do you dislike about FinListics ClientIQ?** Hard orientation in the menu with many options. The tool is very useful but fit more to US market than Europe. In Europe we have another option how to check and get more information about companies that are available. Sometimes the companies I search do not appear, or I am worried that the data is far off when compared to some of the 10k statements I can find oneline. the dashboard is a bit old style, as well it is not clear when the information displayed has been updated.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 fantastic platform with access to critical information in a single place. Don't get anxious about financial reporting. Read the very clear explanations. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Geeting me to better overview about clients. I use this tool in front of your clients to demonstrate the power of 1, and use this tool during your research to gain valuable insight into your client's business. ### 28. Great Financial Insights into your Customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** I like that Finlistics helps by analyzing predominantly financial data for us which saves much time and makes a Finance degree almost redundant. Finlistics looks at verified information like annual reports and creates insights that I use often when talking to my customers. I find it very useful that one can see trends in the financial performance of a company that you would normally not see, It is really importantFinancialData Financial Data Easily access financial performance for any public company around the world. **What do you dislike about FinListics ClientIQ?** There is not really something that I dislike about it. **Recommendations to others considering FinListics ClientIQ:** Use it as much as possible **What problems is FinListics ClientIQ solving and how is that benefiting you?** Financial information is transformed into business insights that can actually be used. Understanding customer's financial performance and putting it into perspective, Helps to figure out financial performance indicators like profitability and capital utilization to see where the customer is standing. Helps in sales conversations. Helps to save time by not needing to scrutinize financial reports. ### 29. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Reme M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** I really enjoy using finlistics for its ability to pull reports efficiently and compare companies side by side. This helps the sales team in my organization to be more effective in their research and also identifying proper targets. The information is pretty accurate and we enjoy looking at the various reporting available. The reports are all pretty thorough and have great insight once they wouldn't find elsewhere. When I first joined my current company and received my login for finlistics, the account representative reached out personally and scheduled some time to work with me. She provided a detailed overview of the platform, answered any questions I had, and also gave me tips on how to be more efficient in reporting. This also made me feel like the company was well worth it- they have employees who cared about my success in using the tool. Overall, great service! **What do you dislike about FinListics ClientIQ?** Sometimes I think the tool can be a little redundant with the information it shows. Though most are still accurate I feel the reporting can be more thorough. It would be nice also if there was an easier way to outline exactly what you were looking for should that be with keywords or specifics. **Recommendations to others considering FinListics ClientIQ:** No other recommendations at this time **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are able to gain more insight on particular companies within all industries and pull research easily. ### 30. Great tool to understand how a company is performing vs their trend, peers and average industry **Rating:** 5.0/5.0 stars **Reviewed by:** Anna S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2020 **What do you like best about FinListics ClientIQ?** The structure is extremely simple and intuitive once you get to know to it. First you get an intro of the company and then you get all other useful details you need such as trend of last 5 years, comparisons vs competitors and comparison vs industry. In a report you get main financial elements that otherwise it would have taken days to collect. **What do you dislike about FinListics ClientIQ?** Different sections (trend, peers and industry) could be better identified by, for example, changing the color of the entire section. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We can better prepare Account Plans and related Strategy. We are including elements of the Power Of One into Customer Business reviews discussion to show the impact of potential changes into supply chain into balance sheet and income statement / cash flow. This is very powerful also to undertake discussion that you would never have with customers. You start to talk the same language of your customers you can discover opportunities that you would have never discovered before. ### 31. The UI was very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** User friendly, populated information from other sources, easy search feature. Appreciated it for research on industry and clients **What do you dislike about FinListics ClientIQ?** Sometimes saved searches would not save, the back button wouldn't save my progress **Recommendations to others considering FinListics ClientIQ:** UI can make a little more user friendly **What problems is FinListics ClientIQ solving and how is that benefiting you?** I used it for customer and competitor research and financial info ### 32. User friendly and high quality features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2020 **What do you like best about FinListics ClientIQ?** FinListics ClientIQ is very intuitive and user friendly especially for those unfamiliar with the platform. The real time data loads quickly and accurately. I specifically like the aggregated views of clients and industries which is helpful for quick results. **What do you dislike about FinListics ClientIQ?** I have no complaints with the platform so far although sometimes when searching I feel as though the information could potentially be wrong... **What problems is FinListics ClientIQ solving and how is that benefiting you?** FinListics saves me a huge chunk of time in terms of conducting research and analysis on industries/companies instead of manually going through and searching for these results online myself. ### 33. Great platform, especially when trying to get into a company **Rating:** 4.0/5.0 stars **Reviewed by:** Irma S. | Cloud Platform Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** Really helped me hone in on who to target as a client. It helps me put a plan together with my colleagues when trying to get into a company, no matter the size, to ensure we are speaking to the correct person or at least someone who is "the head honcho." **What do you dislike about FinListics ClientIQ?** It's not super easy to navigate and you do have to play around with the features to get into a specific scenario, but with a little practice it definitely becomes alot easier. That being said, I think with any new platform, you run into the same issues, but that is not to say that it isn't user friendly, because it is. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Being able to see what companies' issues were and compare them with their competitors in order to get a good idea of how to make a plan in order to target said companies ### 34. Finlistics is a great tool for enhancing customer research **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** Comparing your searched companies to other similar companies in the range is very helpful - the way in which it will specifically call out operating expense budgets and overall financial health compared to industry peers gives you a quick glance at what you'd need to know to speak to a member of the finance team at a high level or tailor a certain part of a pitch. **What do you dislike about FinListics ClientIQ?** Sometimes the companies I search do not appear, or I am worried that the data is far off when compared to some of the 10k statements I can find oneline. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Finlistics saves me the time of digging through a 10k every time I need to quickly answer a question about a customer budget. This has allowed me to be much more productive in my sales role. ### 35. Excellent tool for your daily use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2021 **What do you like best about FinListics ClientIQ?** It is extremely helpful when it terms yo finding hidden insights about the customer **What do you dislike about FinListics ClientIQ?** Nothing as of now,tool is simply awesome **Recommendations to others considering FinListics ClientIQ:** Please try its superb **What problems is FinListics ClientIQ solving and how is that benefiting you?** Getting to know 360 view of the customer ### 36. FinListics is a very user friendly and intuitive service **Rating:** 4.5/5.0 stars **Reviewed by:** Kris V. | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** The training that I received brought my understanding to a deeper level and allowed me to find real insights in the service. **What do you dislike about FinListics ClientIQ?** Overall I have no major issues with Finlistics, although I think when choosing comparable companies for non public companies the comparisons can be off at times **Recommendations to others considering FinListics ClientIQ:** Consider formal training to give you a better understanding of the product **What problems is FinListics ClientIQ solving and how is that benefiting you?** I am solving the problem of trying to realize what is the most valuable metric to my client. I have realized the benefit of speaking to clients as a partner. ### 37. Valuable Account Research Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2020 **What do you like best about FinListics ClientIQ?** The charts and graphs make contextualizing business drivers easy. I enjoy having easy access to company financials available. **What do you dislike about FinListics ClientIQ?** I dislike that sometimes there isn't enough info for private companies. Understandable given the amount of data publicly available, but deeper industry insights might be nice. **Recommendations to others considering FinListics ClientIQ:** Great tool to streamline the process of acquiring corporate snapshots. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Finlistics allows me to research a company in depth in a shorter time than if I were to do it entirely on my own. ### 38. Innovative platform easy to implement. **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew S. | Market Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 25, 2020 **What do you like best about FinListics ClientIQ?** I like to be able to get financial information and insights on publicly traded firms, for example inventory stocks, cash flow, etc. It's really helpful. **What do you dislike about FinListics ClientIQ?** This is a valuable resource but also lacks accurate details on a organization such as keeping cost in inventory (can only calculate), costs of production, manufacturing costs (COGS alone is provided), etc. Would you like to give you more information. **Recommendations to others considering FinListics ClientIQ:** Understanding what is under a financial veil at a potential client, the advantages and benefits of interactions with qualified consulation experts are surprisingly significant and valuable to the sometimes too-technical. Equipped with Finlistics expertise, the sales team will directly conduct discussions to the nerves that customers experience. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I felt better prepared to ask the most important questions to expose issues that I think keep my clients awake at night. When part of interactions with clients, this will lead to more experiences and solutions. ### 39. Essential for work **Rating:** 4.5/5.0 stars **Reviewed by:** Naoki O. | Value Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** ClientIQ offers global information. Local information venders provide mainly local companies. **What do you dislike about FinListics ClientIQ?** To expand, it's good if ClientIQ has industry KPI benchmark for SMBs include non-public companies. **Recommendations to others considering FinListics ClientIQ:** Nothing, for now. **What problems is FinListics ClientIQ solving and how is that benefiting you?** To see my clients maturity in their industry. ### 40. The best financial data available to help with strategic selling **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** That I can pull not only my customer's data but also compare that to industry competitors or peers in other markets to identify opportunities to improve performance and then model those "what if" scenarios into my sales strategy. **What do you dislike about FinListics ClientIQ?** Some customer entities have business models that cross over into different industries (retail and mining) and I need to assemble the respective data when speaking with CFOs that are responsible for the entire business. **Recommendations to others considering FinListics ClientIQ:** This is an intuitive tool that provides the user with credible financial insights into their clients. **What problems is FinListics ClientIQ solving and how is that benefiting you?** The value of what 1% means to my customer's revenue growth, cost reductions etc, really assist in getting a conversation started with respect to creating what a competitive advantage would look like for my customers. ### 41. Value Engineering without the engineering hassle **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2020 **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. **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. **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. **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. ### 42. Finlistics - Financial Selling and Insights at your FINGERTIPS **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa H. | Brand Demand and Digital Marketing Intern, Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2020 **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. **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. **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. **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. ### 43. Finlistics ClientIQ helps our prospecting and customer research **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2020 **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. **What do you dislike about FinListics ClientIQ?** Large private company, university, federal, state and local government data is not available. **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. ### 44. A day by day tool for sales **Rating:** 4.0/5.0 stars **Reviewed by:** Giacomo C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2020 **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. **What do you dislike about FinListics ClientIQ?** sometimes is slow, not very user friendly. Sometimes data are not updated with the latest **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 **What problems is FinListics ClientIQ solving and how is that benefiting you?** Research of information, especially financial info, about customers and prospects ### 45. Eye opening, paradigm shifting, perspective enhancing selling tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2020 **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. **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. **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. **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. ### 46. Great tool for public companies **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2020 **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. **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. **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. **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. ### 47. Easy to use, robust in capability **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel M. | Market Development Executive, IBM Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2020 **What do you like best about FinListics ClientIQ?** Immediate access to financial metrics, some of which would ordinarily require manual calculation **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 **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. ### 48. this tool helped me a lot to address my customers based on THEIR needs **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina M. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2020 **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 **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. **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! **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 ### 49. Great overview for Financial selling/learning **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** I loved how the course was tailored to my group of coworkers. The modules were relevant and did not feel like an off the shelf presentation. I also enjoyed the moderators. They were awesome! **What do you dislike about FinListics ClientIQ?** I think some follow up for more advanced help would be beneficial - other than a solid follow up I believe everything was great. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I 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. ### 50. A great tool I use every day **Rating:** 4.0/5.0 stars **Reviewed by:** Mike L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2020 **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. **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. **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. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+13%3A17%3A24+-0500&secure%5Bsession_id%5D=9d19e790-8ef9-4c96-ae42-f1f896372733&secure%5Btoken%5D=914fd0dab56cbb55071cc8671076e4c0138448812d9f49cf17c8b530fabb99d2&format=llm_user) ## FinListics ClientIQ Features **** - Calendar Sync - CRM - Conversation Intelligence - Lead Qualification - Strategic Planning - Customizable Reports - Visual Analytics - Customer Profiles - Activity Tracking - Alerts/Notifications - Contact Database - Lead Scoring - Data Import/Export - Data Cleansing - Prospecting Tools - Sentiment Analysis - Multi-Channel Data Collection - AI Copilot - Dashboard Creation - Engagement Tracking - Generative AI - Lead Generation - Interaction Tracking - Predictive Analytics - Customizable Templates - Collaboration Tools - For Sales Teams/Organizations **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 - AI/Machine Learning - Third-Party Integrations - Calendar/Reminder System **Platform** - Internationalization - Performance and Reliability - Reporting/Dashboards - APIs - Deal Management - Sales Pipeline Management - Lead Management - Contact Management - Workflow Management - Territory Management - Sales Activity Management **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Reporting - Messaging - Real-Time Data - Intent Data - Sales Automation - Email Marketing - Real-Time Reporting ## Top FinListics ClientIQ Alternatives - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,872 reviews) - [D&B Hoovers](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) - 4.1/5.0 (767 reviews) - [InsideSales](https://www.g2.com/products/insidesales/reviews) - 4.5/5.0 (613 reviews)