G2

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.