--- 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) ![Kevin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin L.") KL Kevin L. Account Representative Enterprise (\> 1000 emp.) 2/9/2022 "Great tool for researching customers" 5/5 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. What problems is FinListics ClientIQ solving and how is that benefiting you? FinListics ClientIQ helps educate our sales team on our customers and helps show our customers that we are focused and dedicated to them and their company initiatives. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite DN David N. Senior Account Executive Enterprise (\> 1000 emp.) 5/7/2020 "Excellent Research on How Your Client Makes Financial Decisions and What You Can Do About IT" 5/5 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. What problems is FinListics ClientIQ solving and how is that benefiting you? As mentioned above, this is an essential tool for account planning for those who have a "harvest" territory with existing clients and for business development activity for those who have a "hunter" territory. This tool saves me hours and days to do the financial research and analysis and offers insights out of the box that helps me target the right solutions to the right clients. Using this tool has helped lead to tens of millions of $ of sales in the 10 years I have been using it. In the last year or two, it helped lead to a $30M contract at one of my clients. Review collected by and hosted on G2.com. Show More 10/21/2021 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller RV Ross V. Sr Business Value Consultant - EMEA Enterprise (\> 1000 emp.) 12/9/2020 "A Tremendous Resource and Research Aide" 5/5 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. Recommendations to others considering FinListics ClientIQ: I personally highly recommend FinListics to any sales consulting team to enrich their messaging and reduce their research time. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? We leverage FinListics ClientIQ data for all of our initial account planning sessions and find the benefits to be great insights when initially meeting with customers. We also use the power of one and value mapping to build initial hypotheses on the potential financial opportunities for our customers. All of this provides us with much more valuable and targeted conversations with the C-level executives. Review collected by and hosted on G2.com. Show More 6/9/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jose Agustin V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jose Agustin V.") JV Jose Agustin V. Industry manager Auto & Tire LA Enterprise (\> 1000 emp.) 10/5/2021 "Finlistic as a Sales Tool" 4.5/5 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. Recommendations to others considering FinListics ClientIQ: Finlistic is a great tool to map public companies and understand the main financial challenges they have across the times. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? Try to give value and align how my products, services and solution can help to the customer to impact their business objetives Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SA Sarviin A. Strategy Enterprise (\> 1000 emp.) 5/6/2021 "Broad Coverage Moderate Depth" 4/5 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. Recommendations to others considering FinListics ClientIQ: You will be able to attain the information needed to take your solution and translate it to your customer's needs. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? - The profile of your buyer and the landscape in which they purchase is changing. - As a seller, I need to bring new insights and perspectives using knowledge not only to my customers business but the industry in which they operate. - Learn about the latest business & technology trends per industry, what drives them, and how products, services and solutions can impact each one. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Andrew J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew J.") AJ Andrew J. Senior Strategic Account Manager Enterprise (\> 1000 emp.) 5/4/2021 "Finlistics - Account Manager Usage" 3.5/5 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. What problems is FinListics ClientIQ solving and how is that benefiting you? The main benefit is realizing better discussions to have within the different business units. If I'm speaking to procurement or management, I can tailor my message around the business outcome they're trying to achieve rather than throwing the book at them and seeing what sticks. The main benefit that I've realized by using Finlistics is greater credibility as a salesperson. Without Finlistics, I wouldn't be nearly as fluent or financially literate as I currently am. Review collected by and hosted on G2.com. Show More 5/4/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller CK Conner K. Account Manager Enterprise (\> 1000 emp.) 5/4/2021 "Simplifying one of the most complicated requirements of my job" 4.5/5 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. Recommendations to others considering FinListics ClientIQ: There is no easier way to consume companies financial statements thatn using finlistics. Highly recommend to anyone in search of training their sales community. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? I work for a product sales company. We are tasked with connecting our solutions to larger business objectives. This can be challenging but during our internal training, we leveraged the tool to correlate our solutions with the expected business outcomes. Very Powerful! AS part of my job I need to prepare presentations to demostrate how we are going to strategically approach our customers. THis tool allows me to capture this information in a format that I can easily promote to management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Altan A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Altan A.") AA Altan A. Digital Transformation & Innovation Lead, Middle East Africa (MEA), Turkey & Central Asia Enterprise (\> 1000 emp.) 5/8/2021 "Fastest way to show a glimpse of what you propose to achieve..." 4.5/5 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. What problems is FinListics ClientIQ solving and how is that benefiting you? We need to quicken the sales cycle and let clients visualize the benefits of a consulting project or an analytics value proposition. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BB Bob B. VP of Training and Sales Enablement Enterprise (\> 1000 emp.) 9/28/2021 "Valuable information, easy to use" 4.5/5 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. What problems is FinListics ClientIQ solving and how is that benefiting you? We are able to find critical information about customers and industries that helps our sales people elevate their conversations with key contacts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SS Samrat S. P Enterprise (\> 1000 emp.) 9/29/2021 "Finlistics is a good tool for value advisory engagements" 4/5 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. Recommendations to others considering FinListics ClientIQ: Finlistics is a good tool for research on publicly listed companies, industry value maps and value modeling. They can enhance their offering by creating a benchmark library by industry. Review collected by and hosted on G2.com. What problems is FinListics ClientIQ solving and how is that benefiting you? I typically use it for value analysis leveraging the features it provides in peer comparison, value modeler, and industry blueprints. Review collected by and hosted on G2.com. Show More Current UserValidated 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 [Which awards management systems offer the best integration capabilities with HR data and employee information?](https://www.g2.com/discussions/which-awards-management-systems-offer-the-best-integration-capabilities-with-hr-data-and-employee-information)[What earned wage access platform works best for high-volume manufacturing staff who need mobile-first access to wages on shifts without complicated onboarding?](https://www.g2.com/discussions/what-earned-wage-access-platform-works-best-for-high-volume-manufacturing-staff-who-need-mobile-first-access-to-wages-on-shifts-without-complicated-onboarding)[Which managed file transfer service is best for tech startups](https://www.g2.com/discussions/which-managed-file-transfer-service-is-best-for-tech-startups) [Which yard management platforms work best for a 3PL provider that manages multiple client yards and needs to give each client visibility into their own trailer inventory without mixing data?](https://www.g2.com/discussions/which-yard-management-platforms-work-best-for-a-3pl-provider-that-manages-multiple-client-yards-and-needs-to-give-each-client-visibility-into-their-own-trailer-inventory-without-mixing-data)[Best sales intelligence software for small business](https://www.g2.com/discussions/what-s-the-best-sales-intelligence-software-for-small-business)[Top Managed Detection and Response services for tech companies](https://www.g2.com/discussions/top-managed-detection-and-response-services-for-tech-companies) [Show MoreShow Less](javascript:void(0);)