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When you stop selling and start strategizing, you sit on the same side of the table with your.
Finlistics is a phenomenal tool when it comes to selling into a company you need to get more familiar with. From its public AND privately held company filters, and industry stats that are UP TO DATE, you can't be unprepared for your meeting with the CXO.
For publicly shared companies, log into Finlistics for access into insights on their year after year financial performance, key performance indicators specific to their leadership, shareholder announcements and comparison tools against their competitors. Filter down to questions to ask different CXOs, take a look at the Power of 1% and more. Incredible. Review collected by and hosted on G2.com.
One thing Finlistics struggled with from my perspective was competitor analysis. If you entered a publicly traded company and went to add competitors, there wasn't an opportunity to be more specific. For example - I needed to analyze Netflix as a streaming service company. One of the recommended competitors was Amazon. HOWEVER, only part of Amazon's business model is streaming related with Amazon Video. I wasn't able to pull just that portion of the business out, so I was essentially comparing Netflix video streaming to an e-retailer/e-commerce/e-grocer/cloud storage/photo storage conglomerate. This made the comparison invalid.
Aside from that, if I'm honest, there isnt much I didn't like about the Finlistics tool. As a newer seller in my market, one thing that would have been more helpful is on the tabs where KPIs for that industry was shared, if you could click on those Key Performance Indicators to learn more about what they mean if you were less familiar with what they meant. Review collected by and hosted on G2.com.
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Excellent Research on How Your Client Makes Financial Decisions and What You Can Do About IT
150 out of 151 Total Reviews for FinListics ClientIQ
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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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I have used FinListics ClientIQ for 20 years now and have not found anything to dislike. Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
The PDF reports are not similar to the web interface, I like the new GUI interface on the Webpage. Review collected by and hosted on G2.com.
- Enables me to understand the basics of finance as it applies to sales - and those who want a refresh of the concepts.
- Enhances my ability to analyze the financial performance of my customer and peers.
- Allows me to bring financial insights to my customer conversations.
- Develops my understanding of customer's KPIs across the lines of business, industries and sectors.
- Learned how to “follow the money” of my customers to understand how they make and spend money.
- Explore the key drivers of financial performance and what is top of mind for Executive buyers of my customers.
- Explored growth, profitability and capital utilization through the lens of a specific customer and uncover profitability trends in comparison with market peers.
- Learned how to weave business and financial insights into an impactful dialogue with my customers to elevate the conversation and broaden my reach extensively. Review collected by and hosted on G2.com.
- The industry analysis is generalised, does not work / not suitable for all markets (for example South East Asia).
- Lack of information on the technology sector/industry.
- Outdated user interface/user experience
- Lack of interactive charting, analytical tools Review collected by and hosted on G2.com.
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 be having the conversation about future products. Review collected by and hosted on G2.com.
The user interface could be slightly easier to use. I also don't use it at the frequency one might imagine, only when preparing for C-level conversations or researching my new customers. It's also difficult to access Finlistics through my company's internal systems - using the multifactor sign-on seems like overkill for a financial research tool.
It can also be challenging to research private companies. It's not exceptionally intuitive that you have to input a SIC code for a company that IS public of relatively the same size. I wish Finlistics automated that feature. Review collected by and hosted on G2.com.
When preparing for a conversation with a leader at one of my customers I can spend 10 minutes on ClientIQ and arm myself with enough relevant information about company financials to ask the right questions and establish credibility. Makes is so easy to understand! I also like the peer comarison. We work with alot of companies that are alwasys being metric'd against their competitors. Being abel to demonstrate that they are lagging behind their competitors in certain areas is very valuable! Review collected by and hosted on G2.com.
Unfortunately I work with another of private companies that do not publish financial inforation to the public. The industry trends reports are useful but do not provide relevent information for my specific customer. Also When comparing to industry peers I wish the tool woud automatically add the most revelant competitors. Sometimes is difficult to select who is the most releveant in their industry. Review collected by and hosted on G2.com.
ClientIQ collects public data and competitors' data for you so that in 5 minutes, you end up with a benchmark analysis. Probably you would pay a few ten thousand dollars worth of management consulting right in front of you.
When you start engaging with a value modeler, you can come up with the next-best-action list quickly, "What to offer to the client to achieve better."
Then with the ROI calculators, it's pretty fast both for you and for your prospective client to see what's at stake if you don't act. This process quickens the understanding process and the sales cycle very much... Review collected by and hosted on G2.com.
I would love to see some best practices collected or press releases provided, which will help clients visualize the results of pieces of advice. Review collected by and hosted on G2.com.
The FinListics tool saves a tremendous amount of timing by allowing us to find out critical information about our clients and prospects that would normally take hours to research through other tools Review collected by and hosted on G2.com.
Not much, if I had to pick one thing I think the extracting of the data could be a little better Review collected by and hosted on G2.com.
