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FinListics Client IQ is generally praised for its ability to provide quick and easy access to valuable financial data on publicly traded companies. Users find the platform helpful for research, competitor analysis, and preparing for client meetings. They appreciate the "Power of One" feature, which quantifies the potential impact of improvements on specific business metrics. However, some users find the interface could be more intuitive and wish for more in-depth analysis of private companies. The platform also faces criticism for its limited coverage outside the US market.
AI-Generated from the text of User Reviews
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.
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.
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.
Obtener un mejor conocimiento del mercado.
No tengo ningun comentario negativo para esta herramienta.
Es una buena herramienta para entender el mercado.
Que debo tener en cuenta para una mejor aproximacion al cliente, cuales son sus motivadores, metas estrategias e inicitativas para poder desarrollar una estrategia enfocada en el cliente.
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.
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.
It helps to attack opportunities in a structured way that brings you up to speed on clients' key drivers, their financial performance relative to their peers, and where you could potentially drive a material impact.
I like the new client interface and how the information is presented.
The interface may be slow sometimes but I think it's mostly due to my computer or connection.
We do business architecture and we need the information to discover and find out more about our customers.
At one place you can get all the information about the company and industry trends
It could have been more detailed analysis be it industry or company
Yes they show start using it as it very easy to use
I used it for getting company's and industry operating income
Help me to get very detail financial data and analysis.
Not using too much, so not sure about this question.
To get insights into my customer's company business and their industry situation. So I will know how to propose my solution to them.
FinListics offers tangible insight into businesses that you may not be able to get elsewhere.
I think the interface could be a bit easier to navigate, but the overall content and information is stellar.
Business acumen and being able to speak to leaders in a business, showing that I understand their business. FinListics helps me understand what is top-of-mind and of importance, rather than wasting my time speaking on topics that the business may not care too much for. This allows me to have more fruitful conversation, leading to more opportunities.
Easy to use application
one pain-of-glass
Helps with insight-led-selling
Helped me to customize my message to the customer
I have not found drawbacks with using this product
The main benefit is being better prepared for meetings with one's customers and understanding their business better. It helps you start with the business outcome, what it would mean for the customer and how to achieve it.
It gives me specific questions to ask customers.
A lot of my companies aren't on their site.
I am having better conversations with my customers.
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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.
I have used FinListics ClientIQ for 20 years now and have not found anything to dislike.
I personally highly recommend FinListics to any sales consulting team to enrich their messaging and reduce their research time.
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.