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FinListics Solutions

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151 reviews
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4.5
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FinListics Solutions Reviews

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Profile Name
Star Rating
110
39
2
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0
Kevin L.
KL
Kevin L.
02/09/2022
Validated Reviewer
Verified Current User
Review source: Seller invite

Great tool for researching customers

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.
DN
David N.
10/21/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent Research on How Your Client Makes Financial Decisions and What You Can Do About IT

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.
HweeFeng S.
HS
HweeFeng S.
Manager, Systems Engineering - Global Enterprise at Cisco
10/05/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

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HQ Location:
Alpharetta, GA

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@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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