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FinListics Solutions

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4.5 out of 5 stars
151 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since

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Star Rating

110
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FinListics Solutions Reviews

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Profile Name
Star Rating
110
39
2
0
0
Fabrizio C.
FC
Fabrizio C.
Senior Account Executive | Supporting Energy Companies to extract value from their Big Data Assets
11/06/2022
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Very useful tool

|FinListics ClientIQ
I mostly like tips for Sales Intelligence
RV
Ross V.
06/09/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

A Tremendous Resource and Research Aide

|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.
Andrew J.
AJ
Andrew J.
Digital Transformation | Connected Enterprise | Process Automation
05/04/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Finlistics - Account Manager Usage

|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.

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HQ Location:
Alpharetta, GA

Social

@finlistics

What is FinListics Solutions?

FinListics Solutions offers analytical tools and insights that help sales and financial professionals deeply understand their client’s financial health and industry standing. Their platform, Insights for Sales, leverages AI and financial modeling to provide tailored analyses that can both enhance sales pitches and guide strategic financial decisions. FinListics emphasizes empowering users to present compelling, value-oriented solutions by linking their offerings directly to the financial metrics that matter most to prospective clients. Ideal for professionals focused on elevating their client engagements and achieving targeted business outcomes through informed, data-driven conversations.

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