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

"Great insight & detailed analysis of Customer financial data"

What do you like best about FinListics ClientIQ? Power of One is a great feature to understand impact on customer benefits What do you dislike about FinListics ClientIQ? analytics can be made more graphical to provide better insight What problems is FinListics ClientIQ solving and how is that benefiting you? it give better understanding on customer challenges before we visit customer

"The UI was very user friendly"

What do you like best about FinListics ClientIQ? User friendly, populated information from other sources, easy search feature. Appreciated it for research on industry and clients What do you dislike about FinListics ClientIQ? Sometimes saved searches would not save, the back button wouldn't save my progress Recommendations to others considering FinListics ClientIQ: UI can make a little more user friendly What problems is FinListics ClientIQ solving and how is that benefiting you? I used it ...

"Excellent Tool to help visualize low hanging fruit in a large corporation"

What do you like best about FinListics ClientIQ? Insights, competitor comparisons, accuracy of information. What do you dislike about FinListics ClientIQ? Interface could be more intuitive, too many areas What problems is FinListics ClientIQ solving and how is that benefiting you? Customer OEE and operational efficiency

"Great financial tool; helps you feel confident and succeed with c-suite level executive conversation"

What do you like best about FinListics ClientIQ? I can pull financials for companies, feel comfortable and confident when I speak with c-suite level executives, help my customers grow their business while making a profit What do you dislike about FinListics ClientIQ? Nothing, I really enjoy this tool and have found great benefits from it Recommendations to others considering FinListics ClientIQ: Use it! Implement it within your organization if you are customer facing. It's a great tool that ...

"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 ...

"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 ...

"Value-Based Selling"

What do you like best about FinListics ClientIQ? What is most helpful about FinListics ClientIQ is the speed to insight. The upside of using FinListics ClientIQ is leveraging financial and peer analysis in our conversations with the c-suite. What do you dislike about FinListics ClientIQ? Not necessarily a dislike, but rather a call for improvement would be to add push notification on an uploaded territorial assignment. What problems is FinListics ClientIQ solving and how is that benefiting ...

"Value-Based Selling"

What do you like best about FinListics ClientIQ? What is most helpful about FinListics ClientIQ is the speed to insight. The upside of using FinListics ClientIQ is leveraging financial and peer analysis in our conversations with the c-suite. What do you dislike about FinListics ClientIQ? Not necessarily a dislike, but rather a call for improvement would be to add push notification on an uploaded territorial assignment. What problems is FinListics ClientIQ solving and how is that benefiting ...

"Finlistics ClientIQ helps our prospecting and customer research"

What do you like best about FinListics ClientIQ? I really like the ability to compare customer/prospect data against competitors and within the respective industry. What do you dislike about FinListics ClientIQ? Large private company, university, federal, state and local government data is not available. What problems is FinListics ClientIQ solving and how is that benefiting you? We are able to isolate particular areas of spend that we can use to help the sales conversation.

"Invaluable Insights to Guide Discussions with Impact"

What do you like best about FinListics ClientIQ? Features that make Finlistics a valuable part of our sales process is having the ability to benchmark against your target customer's competitors, and also having value drivers available by industry. Additionally, having access to important filings and reports in one place saves having to hunt and peck for them on corporate websites. Finally, Finlistics bespoke reports and value modelers provide helpful insights that enable more meaningful ...