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

"FinListics Review"

What do you like best about FinListics ClientIQ? Valuable insight on company financials reports What do you dislike about FinListics ClientIQ? Some of the terminology is hard to understand. What problems is FinListics ClientIQ solving and how is that benefiting you? Approaching financial business problems

"FinListics, great value add for business discussions"

What do you like best about FinListics ClientIQ? What I liked was the ease of use, comprehensive data, and its applicability to having better, data driven, business discussions with customers about their business needs and decision drivers What do you dislike about FinListics ClientIQ? It was all upside for me so no negatives to report What problems is FinListics ClientIQ solving and how is that benefiting you? How our Collaboration and Networking solutions can be more relevant to our ...

"Easy way to get better insights about a customer"

What do you like best about FinListics ClientIQ? Updated financial information about customers that help sales teams to get beeter insights What do you dislike about FinListics ClientIQ? Some availabe information is only for corporate accounts and not for local sites depending on the region. Recommendations to others considering FinListics ClientIQ: Power of 1% is a great tool to use What problems is FinListics ClientIQ solving and how is that benefiting you? - Creating more accurate ...

"FinListics review Maria Spiritto"

What do you like best about FinListics ClientIQ? Centralisation of all key financial indicators of my customer's enterprise. Insight into industry comparisons Scoring on financial health of company What do you dislike about FinListics ClientIQ? Not entirely updated to all business units of Continental AG Troublesome to log in No reference as to sources What problems is FinListics ClientIQ solving and how is that benefiting you? Information used for sales account planning Get a concrete ...

"FinListics Review"

What do you like best about FinListics ClientIQ? Comparisons peer to peer Dashboard with financial KPIs 12 month dashboard What if analysis What do you dislike about FinListics ClientIQ? Not having local comparisons. When you have global clients, such as Citi or BBVA, you can only get global numbers instead of having numbers by country to compare with local competitors. What problems is FinListics ClientIQ solving and how is that benefiting you? How are the clients doing vs their main ...

"My first stop with new accounts and a great way to collect data"

What do you like best about FinListics ClientIQ? Before meeting with the customer, it is great to use this site to understand more about their business and what matters to them. Between the analysis of the actual business to the industry insights, the research left me much more prepared to face my new customers. I was also able to come up with some helpful insights with their value modeler. It gave some "concrete" (based on my company's data) assessments of how valuable my solutions would ...

"Automate Value Selling"

What do you like best about FinListics ClientIQ? Finlistics ClientIQ effectively automates the process to better understand industry trends and drivers as well as a company’s specific strategic objectives and potential business outcomes. This is foundational to value selling. It also provides the context upon which solution economics (business case) can be aligned and communicated to effectively align business and technology speak. What do you dislike about FinListics ClientIQ? I can't ...

"Data for deeper understanding of client needs"

What do you like best about FinListics ClientIQ? Exec summary value model peer comparison industry analysis Industry blueprints are really helpful buying personas What do you dislike about FinListics ClientIQ? Limited info on private and non-profit companies. Would like to see more details on healthcare accounts and organizations. What problems is FinListics ClientIQ solving and how is that benefiting you? New business questions to ask Realized new pipeline becoming more business relevant ...

"Excellent tool for your daily use"

What do you like best about FinListics ClientIQ? It is extremely helpful when it terms yo finding hidden insights about the customer What do you dislike about FinListics ClientIQ? Nothing as of now,tool is simply awesome Recommendations to others considering FinListics ClientIQ: Please try its superb What problems is FinListics ClientIQ solving and how is that benefiting you? Getting to know 360 view of the customer

"Great too if your company takes it seriously"

What do you like best about FinListics ClientIQ? Financial and historical data getting us closer to our clients' reality. It is very useful when you need to make sure your client had any financial problems in the past or with your company itself. Also delivers a wide vision of your client inside your company, telling you exactly how many contracts they've had, how many touchpoints and which, what they bought, and what has to be renewed. What do you dislike about FinListics ClientIQ? None or ...