Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Brings structure to your financial sale"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

TS
Tia S.
Systems Engineer
Enterprise (> 1000 emp.)
"My first stop with new accounts and a great way to collect data"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

RS
Renan S.
Account Executive
Enterprise (> 1000 emp.)
"Great too if your company takes it seriously"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software
IC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Finlistics Review"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

I would like to see more than just public companies reported on in Finlistics. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Work smart"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Nothing immediately comes to mind but perhaps some improvements on intuitiveness. Review collected by and hosted on G2.com.

BJ
Ben J.
Proposal Specialist
Enterprise (> 1000 emp.)
"Good"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

It seems a bit complicated at the start. But as I learn more it would become easier. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
II
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Very precise industry Insights available to showcase the position of the company in comparison"
5/5
What do you like best about FinListics ClientIQ?

At one place you can get all the information about the company and industry trends Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

It could have been more detailed analysis be it industry or company Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"An impactful way to sell by leveraging financial data via FinListics"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

VY
Violet Y.
Systems Archietct
Enterprise (> 1000 emp.)
"Helpful to understand customer's business."
5/5
What do you like best about FinListics ClientIQ?

Help me to get very detail financial data and analysis. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Not using too much, so not sure about this question. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Starting point to develop a point of view on my customers."
4/5
What do you like best about FinListics ClientIQ?

Peer comparisons, sector analysis, power of 1. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.