FinListics ClientIQ Reviews in June 2025: User Ratings, Pros & Cons

"Very useful tool"

What do you like best about FinListics ClientIQ? I mostly like tips for Sales Intelligence What do you dislike about FinListics ClientIQ? I dislike the lack of deepening industry insight What problems is FinListics ClientIQ solving and how is that benefiting you? Assess Value for Customer

"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 ...

"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 ...

"Finlistics - Account Manager Usage"

What do you like best about 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 ...

"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 ...

"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 ...

"Finlistic as a Sales Tool"

What do you like best about FinListics ClientIQ? I used the industry insights and the business value map, is an excellent tool to prioriteze the objectives and understand the customer and Industry situation, Where are the main pains and how they can work to improve it What do you dislike about FinListics ClientIQ? The PDF reports are not similar to the web interface, I like the new GUI interface on the Webpage. Recommendations to others considering FinListics ClientIQ: Finlistic is a great ...

"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 ...

"Work smart"

What do you like best about FinListics ClientIQ? That it is one stop shopping to get smart about a particular account in a short period of time. Love all earning reports aggregated in one spot along with competitive info and industry trends. What do you dislike about FinListics ClientIQ? Nothing immediately comes to mind but perhaps some improvements on intuitiveness. What problems is FinListics ClientIQ solving and how is that benefiting you? Empowering me to have more impactful ...

"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 ...