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FinListics ClientIQ Reviews

User Rating

4.7/5 (Based on 150 Ratings)

Rating Distribution

  • Excellent

    72.7%
  • Very Good

    26%
  • Average

    1.3%
  • Poor

    0%
  • Terrible

    0%

Do You Use FinListics ClientIQ?

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Review Summary

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.

Pros

  • Provides indepth financial data, helping understand customer performance.
  • Streamlines research by aggregating key information in one place.
  • Offers insights on industry trends and competitor performance.

Cons

  • Limited coverage for private and nonUS companies.
  • Financial modeling tools may not be applicable in all sales scenarios.
  • Some users experience issues with saved searches and back button functionality.

AI-Generated from the text of User Reviews

Reviews
RV

Ross V

June 9, 2022 Source: G2.com
"A Tremendous Resource and Research Aide"
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.

What do you dislike about FinListics ClientIQ?

I have used FinListics ClientIQ for 20 years now and have not found anything to dislike.

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.

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.

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KL

Kevin L

February 9, 2022 Source: G2.com
"Great tool for researching customers"
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.

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.

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.

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AU

Anonymous User

October 5, 2021 Source: G2.com
"Excelente Herramienta Comercial!"
What do you like best about FinListics ClientIQ?

Obtener un mejor conocimiento del mercado.

What do you dislike about FinListics ClientIQ?

No tengo ningun comentario negativo para esta herramienta.

Recommendations to others considering FinListics ClientIQ:

Es una buena herramienta para entender el mercado.

What problems is FinListics ClientIQ solving and how is that benefiting you?

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.

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AU

Anonymous User

October 5, 2021 Source: G2.com
"Brings structure to your financial sale"
What do you like best about FinListics ClientIQ?

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.

What do you dislike about FinListics ClientIQ?

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.

What problems is FinListics ClientIQ solving and how is that benefiting you?

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.

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HS

HweeFeng S

October 5, 2021 Source: G2.com
"Finlistics ClientIQ gives good insight on companies and the news, vision, direction conveniently"
What do you like best about FinListics ClientIQ?

I like the new client interface and how the information is presented.

What do you dislike about FinListics ClientIQ?

The interface may be slow sometimes but I think it's mostly due to my computer or connection.

What problems is FinListics ClientIQ solving and how is that benefiting you?

We do business architecture and we need the information to discover and find out more about our customers.

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AU

Anonymous User

September 30, 2021 Source: G2.com
"Very precise industry Insights available to showcase the position of the company in comparison"
What do you like best about FinListics ClientIQ?

At one place you can get all the information about the company and industry trends

What do you dislike about FinListics ClientIQ?

It could have been more detailed analysis be it industry or company

Recommendations to others considering FinListics ClientIQ:

Yes they show start using it as it very easy to use

What problems is FinListics ClientIQ solving and how is that benefiting you?

I used it for getting company's and industry operating income

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VY

Violet Y

September 28, 2021 Source: G2.com
"Helpful to understand customer's business."
What do you like best about FinListics ClientIQ?

Help me to get very detail financial data and analysis.

What do you dislike about FinListics ClientIQ?

Not using too much, so not sure about this question.

What problems is FinListics ClientIQ solving and how is that benefiting you?

To get insights into my customer's company business and their industry situation. So I will know how to propose my solution to them.

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AU

Anonymous User

September 28, 2021 Source: G2.com
"My Guide To Prospecting"
What do you like best about FinListics ClientIQ?

FinListics offers tangible insight into businesses that you may not be able to get elsewhere.

What do you dislike about FinListics ClientIQ?

I think the interface could be a bit easier to navigate, but the overall content and information is stellar.

What problems is FinListics ClientIQ solving and how is that benefiting you?

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.

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AU

Anonymous User

May 10, 2021 Source: G2.com
"Great financial insights which help customer-facing roles with their customer work"
What do you like best about FinListics ClientIQ?

Easy to use application

one pain-of-glass

Helps with insight-led-selling

Helped me to customize my message to the customer

What do you dislike about FinListics ClientIQ?

I have not found drawbacks with using this product

What problems is FinListics ClientIQ solving and how is that benefiting you?

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.

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AU

Anonymous User

May 7, 2021 Source: G2.com
"Deep customer info"
What do you like best about FinListics ClientIQ?

It gives me specific questions to ask customers.

What do you dislike about FinListics ClientIQ?

A lot of my companies aren't on their site.

What problems is FinListics ClientIQ solving and how is that benefiting you?

I am having better conversations with my customers.

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