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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.