FinListics ClientIQ Reviews & Product Details - Page 10

The industry appropiate value calculator which allows you to play around with scenarios and ROI terms. Even the option to add on your own initiative/KPIs calculations. Review collected by and hosted on G2.com.

Information and ratios are mostly if not solely based on USA firms so the "power of one" KPIs seldom reflect any benefit for customers or firms in other geos. The EPS information is always empty, they should be able to link it to a web service or something to have the amount of stock being traded.

Definitions about the portions in the ROI calculator are a bit confusing, it takes a while to understand how the percentages are applied. That is the most "difficult" part to understand and hence to explain. Review collected by and hosted on G2.com.

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.

I really like the ability to compare customer/prospect data against competitors and within the respective industry. Review collected by and hosted on G2.com.

Large private company, university, federal, state and local government data is not available. Review collected by and hosted on G2.com.

Lot of information for sales, scenarios simulation. it gives me the possibility to reflect about where I can have an impact in the account I am looking for. Review collected by and hosted on G2.com.

sometimes is slow, not very user friendly. Sometimes data are not updated with the latest Review collected by and hosted on G2.com.

The level of insight into what matters most to decision making executives is outstanding. Being equipped to start high level conversations with background knowledge of a customers industry, key competitors, and trends is like carrying a cheat sheet into a college exam. The difference is, if you get caught, the customer will appreciate your efforts all the more. Review collected by and hosted on G2.com.

I personally enjoyed learning more about financial acumen prior to the course. However, the level of knowledge required to have intelligent conversations with executives might still be lacking in my case as well as my colleagues. It would be beneficial to have Cliff's notes / 1-page academic outlines of financial acumen fundamentals handy when delving into Finlistics 6 months from now. Review collected by and hosted on G2.com.

It's a great tool to quickly gather financial information on public companies -- much faster than digging through their financial statements and annual reports. Review collected by and hosted on G2.com.

It's understandable, but gathering any information on private companies is difficult and unreliable. Additionally, even with public companies, it can be difficult to gather information by business segment. Review collected by and hosted on G2.com.

Immediate access to financial metrics, some of which would ordinarily require manual calculation Review collected by and hosted on G2.com.

Some financial metrics are not transparent in the data used for their calculation. More specific metrics are not available, though Finlistics gives a good starting point Review collected by and hosted on G2.com.

- comparison with other industries

- quick overview of the financial statements

- overview of company health

- recommendations based on their current situations

- chance to calculate a change in capex reflection of company performance

- potential solutions they'd need recommendations

- suggestions of questions for different functions inside the company

- the graphs and the tables that display information are very complete Review collected by and hosted on G2.com.

the dashboard is a bit old style, as well it is not clear when the information displayed has been updated.

as well, some more details regarding the company presence worldwide would be nice to have. Review collected by and hosted on G2.com.

I loved how the course was tailored to my group of coworkers. The modules were relevant and did not feel like an off the shelf presentation. I also enjoyed the moderators. They were awesome! Review collected by and hosted on G2.com.

I think some follow up for more advanced help would be beneficial - other than a solid follow up I believe everything was great. Review collected by and hosted on G2.com.

I look at trends the most. Also love how easy it is to see how the company compares to peers for all metrics. The power of one for things like DPO improvement is also super handy. Review collected by and hosted on G2.com.

Would like to have quicker access to company financials. Right now I have to download the Client Assessment Report to access. Lacks S&P and Moody's public rating information. Review collected by and hosted on G2.com.