--- title: FinListics ClientIQ Reviews meta_title: 'FinListics ClientIQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 151 reviews by the users' company size, role or industry to find out how FinListics ClientIQ works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 151 scale: '5' date_modified: '2026-07-12' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FinListics ClientIQ Reviews **Vendor:** FinListics Solutions **Category:** [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) **Average Rating:** 4.5/5.0 **Total Reviews:** 151 ## About FinListics ClientIQ Clients expect more from sales teams than ever before. With B2B deals now involving upward of 10 decision-makers, each looking to understand the financial and business impact of any partnership, traditional sales approaches are no longer productive. This is where FinListics Solutions Insight-Led Selling® approach gets involved. FinListics Solutions’ proprietary platform, ClientIQ, empowers sales teams to gain critical insights into their prospects and clients, understand their competitive environments and align their solutions in a meaningful way, all from an easy to use and interactive platform. Our comprehensive analysis compiles and organizes critical financial data in real-time, including peer comparisons, KPIs, segment analyses, and more. These insights give sellers the edge to identify opportunities through company and industry-specific insights, elevate conversations, and get meetings at higher levels to close deals faster. Thanks to FinListics Solutions’ Client IQ, sales can effectively reduce the research burden and focus on what matters most: improving top-of-funnel conversion rates. ## FinListics ClientIQ Reviews ### 1. Succeed With Your Customers With FinListics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** The data that you can find in regards to your customer's financials, impacts on their business per fiscal quarter, access to 10-K's along with other documents in one place for those who are public. **What do you dislike about FinListics ClientIQ?** With there was a way to give more information on companies that are not public. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Seeing the gaps on their financials and how we can make a positive impact to their revenue. Gives behind the scenes look and allows you to have a relevant business conversation. ### 2. Gaining Customer Trust and Closing the Deal **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander K. | Chairman Board of Trustees, Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2019 **What do you like best about FinListics ClientIQ?** I have been a client of FInlistics since 2006 with many stories of successful use of the output and information that the site provides. In the right setting with the right participants, the presentation of the material is magical. It takes the room from an operational setting to one of significant strategic importance in seconds. It doesn't necessarily solve problems but it highlights the opportunities and possibilities better than anything else I have ever used. Client IQ has developed into a very useful and easy to use tool for first meeting ice breakers as well as for mature long time business partners trying to take the relationship to a new level. **What do you dislike about FinListics ClientIQ?** The drill downs into specific scenarios are not so easy the first time in each area but after trial and error it becomes more intuitive and eventually very easy to navigate **Recommendations to others considering FinListics ClientIQ:** Don't get anxious about the financial reporting. Read the very clear explanations. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are presenting clear and defined opportunities for prospective customers and our existing customers to explore with quantified potential results derived from specific actions. ### 3. Insight Full, Actionable Knowledge **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about FinListics ClientIQ?** Comparative industry insights where we can compare with industry peers and understand how they stand and compete against each other. **What do you dislike about FinListics ClientIQ?** UI can be improved further by more comparative charts **What problems is FinListics ClientIQ solving and how is that benefiting you?** Identifying the Gaps in importanat KPI's ### 4. Valuable when you have the time **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2020 **What do you like best about FinListics ClientIQ?** Gain insights about your client that are hard to search for/translate on your own. **What do you dislike about FinListics ClientIQ?** I often forget to go to tools like this so I need them embedded in my workflows. **What problems is FinListics ClientIQ solving and how is that benefiting you?** N/A ### 5. Great product still lots to grow **Rating:** 3.5/5.0 stars **Reviewed by:** Flavio A. Z. | Chief of Staff, Strategy & Planning and Digital Transformation Global Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2020 **What do you like best about FinListics ClientIQ?** Easy of use and flexibility. Has an amazing potential **What do you dislike about FinListics ClientIQ?** Lack of specific features found on competitors. **Recommendations to others considering FinListics ClientIQ:** Easy of use, easy to implement, cloud based, great tool overall. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Creation and management of sales plays and sales operations. ### 6. Customer Intel **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** The quick access to an executive summary on their performance compared with Peers. Quick 3 points to focus on. The 1% impact calculation **What do you dislike about FinListics ClientIQ?** It does not provide a summary of the company strategy or key pillars or based on their annual report and plans. It only provides industry wide generic KPIs **What problems is FinListics ClientIQ solving and how is that benefiting you?** To create a point of view that can be used as a door opener with personalised data and facts. ### 7. Sr Project Executive and IT Consultant **Rating:** 4.5/5.0 stars **Reviewed by:** Ricardo A. | AMS Project Executive, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Great summary and a quick overview of performance and opportunities for potential customers **What do you dislike about FinListics ClientIQ?** I haven´t found anything specific that I dislike **What problems is FinListics ClientIQ solving and how is that benefiting you?** Lack of information to perform a quick evaluation of a potential customer and valuable arguments to drive a presentation or business conversation ### 8. Powerfull tool to find solutions that dire the most benefits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2020 **What do you like best about FinListics ClientIQ?** The speed of the analysis of accounts and review of peers, that gives you areas to focus and also can scale the benefits with the 'value modeler' **What do you dislike about FinListics ClientIQ?** Sometimes the company analysis are too generic or standard, but that is overturn with the peer analysis and modeler **What problems is FinListics ClientIQ solving and how is that benefiting you?** You can realize is a proposed solution will have enough impact to the business so you can plan better the sales strategy ### 9. GOod product **Rating:** 3.5/5.0 stars **Reviewed by:** Neel T. | Financial Management Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2020 **What do you like best about FinListics ClientIQ?** Ability to see data and extract key information **What do you dislike about FinListics ClientIQ?** Sometimes the complexity when scrolling through the app **Recommendations to others considering FinListics ClientIQ:** NA **What problems is FinListics ClientIQ solving and how is that benefiting you?** I have been able to a more deeper analysis with what is available ### 10. Know your clients **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher A. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** knowing financials of customers that are centrally located. Power of One feature, easily able to create business cases for customer regarding the projects **What do you dislike about FinListics ClientIQ?** Canned business objectives from the industry, it would be better if it is specific to the customer itself **Recommendations to others considering FinListics ClientIQ:** Able to centrally locate your customer's financial outlook as well as compare them to their peers fast with analysis is a very useful tool and gives you insights to the customer's environment. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Able to see customer's financials ### 11. Thorough and lots of numbers - needs API and report simplification **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** I like the thoroughness of FinListics reports, and ability to contrast with peer groups and hand-selected peers. The report is thorough / quite comprehensive. **What do you dislike about FinListics ClientIQ?** Visual style is cluttered - needs cleanup and modernization/ simplification. I often want to pull these things into other analysis - and would be very helpful if there were a python API and excel export, with a clean and simple format (one field name: one value or paragraph). I also often need to run a large number of reports against a set list of client names, which we currently have to don one at a time manually. It would be very helpful to be able to input a list, and get all the results back in a zip file - also getting the python API / excel for this scenario. **What problems is FinListics ClientIQ solving and how is that benefiting you?** My teams use these reports to identify potential client prospects based on their metrics or news that his relevant to their company. My teams use these to drive business case calculations for specific solutions, based on the public data available in FinListics. My teams use these to be more informed when doing client research, before in-person client meetings or calls. ### 12. Expert at what they do and the value provided is better than most partners. **Rating:** 5.0/5.0 stars **Reviewed by:** Tim J. | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** The data is organized logically, the options are robust and the sales staff is excellent. ( personable, knowledgeable, detail oriented) **What do you dislike about FinListics ClientIQ?** There isn't anything that I dislike about them. **Recommendations to others considering FinListics ClientIQ:** An excellent company. High standards, strong leadership and have remained relevant. **What problems is FinListics ClientIQ solving and how is that benefiting you?** 1. Very effective and efficient call preparation. 2. Determine potential client pain points and ways to discuss them with the key contacts. 3. Very robust territory prospecting and planning options. ### 13. Business Research with Finlistics **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about FinListics ClientIQ?** Company and industry overviews are good. Setting a quarterly update is a great way to keep up to date on a company. Poet of one calcs are helpful and save time **What do you dislike about FinListics ClientIQ?** Granularity on large businesses is not good - if you want details of a particular business unit within a division it’s often not available. There are lots of privately owned businesses or ones owned by PE businesses that you can’t get data for. If it’s only organisational or high level turnover info etc it would be better than nothing **What problems is FinListics ClientIQ solving and how is that benefiting you?** Finding some business benefits and ROI targets. Insights into industry drivers and challenges ### 14. Positive business reports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** Financial review of the account and also created a ROI model which was helpful as well **What do you dislike about FinListics ClientIQ?** Nothing to dislike. I have no complaints about the product. **Recommendations to others considering FinListics ClientIQ:** Not really. But it is a good product to back up your sales effort **What problems is FinListics ClientIQ solving and how is that benefiting you?** Trying to be as educated about the customers business drivers as possible and quantify my solution in their terms. ### 15. The client's priorities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** I like the fact that I can get enough data to tell a story. that story dictates many things on how to proceed, whether it is a selling motion, or maintaining the business. **What do you dislike about FinListics ClientIQ?** Sometimes, too much data can be too granular, and it takes away from that story telling. **Recommendations to others considering FinListics ClientIQ:** I think knowledge and data is power in this digital age. if you want power, start using Finlistics. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I am looking for the client's usage of the solution sold to them. if you know usage, you can get an idea about the client's loyalty to you. ### 16. this very helpful when we learn and want to know in detail about our prospect. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Detailed financial report and company performance. Comparison with other companies. At least reduce time to explore from various sources. **What do you dislike about FinListics ClientIQ?** peer analysis table should can be adjusted to make easy to read. sometime difficult to be read. **Recommendations to others considering FinListics ClientIQ:** sales person need to use this app when analyze one prospect **What problems is FinListics ClientIQ solving and how is that benefiting you?** Customer performance, mainly financial performance ### 17. Business Relevant Research **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin D. | Regional Sales Manager OKAR Select , Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** March 04, 2020 **What do you like best about FinListics ClientIQ?** Concise Data on Customer Financials for improving conversations with clients. **What do you dislike about FinListics ClientIQ?** Not sure I can name something that is a real dislike. I find most of the information relevant **What problems is FinListics ClientIQ solving and how is that benefiting you?** We manage a variety of customers and keeping current on customer's needs are critical ### 18. Very usefull tool **Rating:** 4.5/5.0 stars **Reviewed by:** Juan M. | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2020 **What do you like best about FinListics ClientIQ?** The information is complete and gives an important insight a out companies **What do you dislike about FinListics ClientIQ?** Se have a lot of Spanish customers but will be good to have more **What problems is FinListics ClientIQ solving and how is that benefiting you?** A complete finánciale information about customers to have a better idea of the posición. In industry and Market ### 19. FinListics report gave me good insights on both industry and customer **Rating:** 4.5/5.0 stars **Reviewed by:** Ki Suk K. | Senior Client Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** Providing drivers, comparing data and comments against peers and industry. **What do you dislike about FinListics ClientIQ?** Not much local peers from systems. Global leading peers are good but sometimes they're too good scores to compare my customer. **Recommendations to others considering FinListics ClientIQ:** If you don't experience this kind of reporting service, you have to have. Your insight and conversation will change dramatically. You can be better than before and any other competitors... you customer think you have better understanding. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Drivers what my customer think important and how they impact on their financial statements... ### 20. Using Finlistics **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2019 **What do you like best about FinListics ClientIQ?** Finlistics is a useful too for getting financial information on listed companies and more insight information such as inventory stocks, cashflow etc. I have used it for more than 10 years and it is really useful. **What do you dislike about FinListics ClientIQ?** It is useful tool but still lacks more in depth information of a company such as inventory holding costs (can only estimate), procurement costs, material costs (only COGS is given) etc. Would hope they can give more such detailed information. **Recommendations to others considering FinListics ClientIQ:** Those who are into financial analysis of listed companies globally **What problems is FinListics ClientIQ solving and how is that benefiting you?** We use it to calculate the supply chain problems of a client and use it to estimate the ROI if they use a solution to solve some of its problems. ### 21. The Information that we get is invaluable. One of the best that i've come across. Brilliant! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2020 **What do you like best about FinListics ClientIQ?** The Client Data captured is latest. The Analytics are so directional in nature & that the most helpful aspect. **What do you dislike about FinListics ClientIQ?** I honestly cannot think of anything i dislike. **Recommendations to others considering FinListics ClientIQ:** Great Tool for accurate info **What problems is FinListics ClientIQ solving and how is that benefiting you?** Quantification of the value that we deliver to clients. ### 22. Finlistics changes the sales game for AWS. **Rating:** 5.0/5.0 stars **Reviewed by:** Art P. | Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2020 **What do you like best about FinListics ClientIQ?** How it compares our customer's financail performance and leads us to how we can make a difference. **What do you dislike about FinListics ClientIQ?** Sometimes it seems the same metrics come up for different verticals. **What problems is FinListics ClientIQ solving and how is that benefiting you?** We are using Finlistics to help get outside of IT. We use the data to build a value map that we validate with our customers. Benefits have been the reduction of time getting to the root of the opportunity. ### 23. OK product, could be much better **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2020 **What do you like best about FinListics ClientIQ?** I like power of one, helps when there's enough data in that specific industry. **What do you dislike about FinListics ClientIQ?** Information is not updated timely, still 2018 financials for some companies, if there's no new info, it should be stated with the reasons. Ex: Company, got purchased became private, or bankrupt etc... more detailed sic codes would be helpful not all are listed A lot more company data is needed, some sic codes have the break-down for smaller and regional companies and comparison of competitors becomes irrelevant. like comparing Apple or Intel with a 3rd tier supplier. **What problems is FinListics ClientIQ solving and how is that benefiting you?** helps me to monetize benefits of our products, power of one is a very powerful tool ### 24. Amazing insight into my customers business priorities **Rating:** 5.0/5.0 stars **Reviewed by:** Craig S. | Global Enterprise Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2020 **What do you like best about FinListics ClientIQ?** The details of the data provided makes me more relevant when I have the conversations with company leadership **What do you dislike about FinListics ClientIQ?** I don't dislike anything about the service and platform. **Recommendations to others considering FinListics ClientIQ:** no other recommendations at this time. **What problems is FinListics ClientIQ solving and how is that benefiting you?** overcoming financial barriers in my accounts and find out what are the most important problems that my customers are facing. ### 25. Looking for sales data updated? Here you have **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel A G. | Representante de ventas, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2020 **What do you like best about FinListics ClientIQ?** The quality of the information is good, and updated **What do you dislike about FinListics ClientIQ?** Sometimes there is a lot of information and would be nice to have it filter **Recommendations to others considering FinListics ClientIQ:** Filter the information and will woth totally **What problems is FinListics ClientIQ solving and how is that benefiting you?** It helps me to understand the different indistries, understand who can i interact in each one ### 26. Review of FinListics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about FinListics ClientIQ?** Fast access to packaged financial reports and industry comparisons. Saves time in account preparation and meeting planning. **What do you dislike about FinListics ClientIQ?** Nothing that I can think of, software always works **Recommendations to others considering FinListics ClientIQ:** Great company to work with. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Improved account planning, more targeted sales call planning, better understanding and insights into customer problems. ### 27. Support for cbv **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** The industry perspective offering insights to the less well known companies and power of one. **What do you dislike about FinListics ClientIQ?** The analysis of growth and profitability seem a little vague and overlapping between use cases so I use it less. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Power of one immediately helps put value to measurable business outcome arguments. ### 28. Great solution for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2020 **What do you like best about FinListics ClientIQ?** With Finlistics, we have all the necessary buyer data to better leverage sales processes. **What do you dislike about FinListics ClientIQ?** To get started, it might seem overwhelming as it's quite a complex solution. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Improving sales process. Finlistics gives us greate data and helps with the sales funnel from top to bottom. ### 29. Insightful. This tool has now become essential. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FinListics ClientIQ?** Compare my customers to their peers and be able to identify the areas of potential improvement. **What do you dislike about FinListics ClientIQ?** Have a little bit more explanation on the calculation and ratios. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Bring credibility and show the customer that we know their business in terms of financials. ### 30. Helpful in sales and being informative about customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2020 **What do you like best about FinListics ClientIQ?** Managed to get an overview of clients and this helps in identifying what client needs **What do you dislike about FinListics ClientIQ?** Not all companies are there yet and it becomes more time consuming **What problems is FinListics ClientIQ solving and how is that benefiting you?** Understanding how the clients revenue looks as well as positioning what best fits ### 31. Fantastic tool for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2020 **What do you like best about FinListics ClientIQ?** It gives me quick insight where this type of research would normally take 10 hours or more. **What do you dislike about FinListics ClientIQ?** I wish it connected me to the actual people that care about the results. **Recommendations to others considering FinListics ClientIQ:** Time saving. **What problems is FinListics ClientIQ solving and how is that benefiting you?** DSO and competitive analysis. ### 32. Game changing for my executive meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Nehika M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2020 **What do you like best about FinListics ClientIQ?** Single source of truth for the full financial landscape of my customers and their competitive landscape. **What do you dislike about FinListics ClientIQ?** It does not show info for private companies. **Recommendations to others considering FinListics ClientIQ:** N/A **What problems is FinListics ClientIQ solving and how is that benefiting you?** Operational efficiencies. Getting alignment with the business units. ### 33. G2 Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2020 **What do you like best about FinListics ClientIQ?** It is really helpful and gives you great deal of information to work on your business cases. **What do you dislike about FinListics ClientIQ?** Overall, the experience has been quite helpful till now **Recommendations to others considering FinListics ClientIQ:** It is a very useful site to give you great insights while preparing your business case. One should definitely give it a try. **What problems is FinListics ClientIQ solving and how is that benefiting you?** It gives you great deal of tools to prepare a solid case or presentation to be presented before a Client ### 34. Good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** ease of use it is easy to learn and doesn't take long **What do you dislike about FinListics ClientIQ?** Not any. Feel like the product is just right. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Multiple problems. Clients want more input into what they can do to better help their clients. ### 35. Well defined structure and ease of understanding **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2020 **What do you like best about FinListics ClientIQ?** Instructor was subject matter expert and helped me in relating financials to business outcomes as well as linkage of RoI / TCO to financial models. **What do you dislike about FinListics ClientIQ?** None, The tools required for complete analysis takes time but it is OK to make right numbers in the case of business **What problems is FinListics ClientIQ solving and how is that benefiting you?** Financial and use of tools to interpret correct health and analysis of business opportunity to match with client financial outcomes ### 36. IT provides great information from companies that support our sales. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2020 **What do you like best about FinListics ClientIQ?** The amount of information available and the breath of companies that are included. **What do you dislike about FinListics ClientIQ?** Had some issues logging in. the site didn´t accept my login info. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Collecting information to support my business ### 37. Automotive **Rating:** 3.5/5.0 stars **Reviewed by:** giampiero L. | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about FinListics ClientIQ?** The side by side comparison among vendors **What do you dislike about FinListics ClientIQ?** All look like ok for now no major issue has been found. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Personal Know how and potential client new engagement ### 38. Good resource for sales team **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 14, 2020 **What do you like best about FinListics ClientIQ?** Good insights on targeting clients. Ease of use **What do you dislike about FinListics ClientIQ?** not much. would be helpful to have data on private companies **What problems is FinListics ClientIQ solving and how is that benefiting you?** optimize the sales team and their sales approach ### 39. good insight for sharpening our communication **Rating:** 4.5/5.0 stars **Reviewed by:** dicky s. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2020 **What do you like best about FinListics ClientIQ?** all info related company annual report and performance **What do you dislike about FinListics ClientIQ?** longer access or less info corporate performance **What problems is FinListics ClientIQ solving and how is that benefiting you?** help out to create strategy to achieved business goal ### 40. A great assistant in understanding and reviewing potential prospects **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2020 **What do you like best about FinListics ClientIQ?** The industry analysis tool is very insightful into how other competitors are performing. **What do you dislike about FinListics ClientIQ?** The detailed information can only be provided on large companies. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Understanding a company profile ### 41. ClientIQ is a powerful and easy tool to use when prospecting an industry and researching a business. **Rating:** 4.5/5.0 stars **Reviewed by:** Will O. | CEO, Executive Office, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2019 **What do you like best about FinListics ClientIQ?** It is easy to use. I provides support in interpreting the financial performance of a business and provides very useful comparisons of that company's performance over time as well as relative to its competitors. **What do you dislike about FinListics ClientIQ?** I have not found anything that I dislike but it would be helpful to include access to e-mail address for key executives is that is possible. **Recommendations to others considering FinListics ClientIQ:** It is very valuable tool so use it. Also, call the Finlistics team when you have questions, they are very responsive and supportive. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I need to identify companies that are healthy and understand how they are trending in order to identify viable prospects. This is a great tool for that. I also need to provide performance comparisons for a many of my clients in order to them to set expectations for improvement. That is another very valuable use of this tool. ### 42. The Go-To-Platform for a Consultant **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** June 14, 2019 **What do you like best about FinListics ClientIQ?** The tool provides detailed client assessment reports and helps to identify opportunities using Mapping to value and Power of One reports. Industry analysis using detailed SIC codes for private/unlisted firms is often very useful. **What do you dislike about FinListics ClientIQ?** 1. The tool lacks SCOR metrics and KPIs relevant for supply chain management. 2. The industry analysis reports rank the companies based on revenue only. The ranking could be based on other KPIs such as inventory days 3. A company is restricted to have simultaneously only 4 peers for bench-marking 4. The tool doesn’t provide real-time news feed and stock information of the company being analyzed 5. A report on historical M&A activity data of the company could have been useful **What problems is FinListics ClientIQ solving and how is that benefiting you?** The tool helps to identify of areas of opportunity, scope for business transformation, and quantify the potential benefits of transformation initiatives. This helps to propose goal oriented solutions that help the client attain desired performance levels. Further, lesser turnaround time for a quick analysis of business KPIs and industry trends is a key advantage of the tool. ### 43. Insightful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2020 **What do you like best about FinListics ClientIQ?** The amazing insightfulness of the data and figures is extremely helpful **What do you dislike about FinListics ClientIQ?** More of the peer groups should be covered, like in my case peers like Accenture, CapGemini, IBM Global Services etc. **Recommendations to others considering FinListics ClientIQ:** As already mentioned, would love to see more peer group companies covered for comparation **What problems is FinListics ClientIQ solving and how is that benefiting you?** Informed discussions with client, partners and internally within my company ### 44. Client IQ breaks down financials so easily, even a caveman can use them. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason D. | Director, Market Intelligence - Plano, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about FinListics ClientIQ?** Client IQ makes quick work of looking for a company's business problems (relative to their competitors, which is really powerful) and provides an almost effortless way to determine how a proposed solution to that business problem can affect a company's bottom line. **What do you dislike about FinListics ClientIQ?** The cost of the platform is a little hard to stomach, at first, but once your sales teams realize it's power, it's an investment worth making. **Recommendations to others considering FinListics ClientIQ:** Change is hard. Adoption of the tool will take time. You will have to push this to your selling teams, but once a few sellers have used it experienced the difference in conversations about business problems, others will notice, and demand will shift from push to pull. Leverage all of the support from Finlistics to help you with adoption until you have a core base of users. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Our business is transitioning from selling bits and bytes to those in the information/technology office, and moving towards selling to the functional business units, who don't speak in bits and bytes. Client IQ enables my sellers to be able to talk about business problems, instead of bits and bytes. ### 45. Great resource tools **Rating:** 5.0/5.0 stars **Reviewed by:** Randall B. | Software Programmer, Enterprise (> 1000 emp.) **Reviewed Date:** March 12, 2019 **What do you like best about FinListics ClientIQ?** Its utilization is mind boggling, in the event that you need to decrease examine time and give a snappy and precise examination that runs connected at the hip with your business, and can have an incredible included esteem that is helpful for your organization use ClientIQ You will have an inward stage where the fitting details can be intended to catch the right information of the customers and each progression of the last shopper's life bend. Individuals are prepared to create business cases adjusted to their requirements by coordinating new advancements and inventive arrangements that will position their image diversely and with them will most likely position the challenge and the apparent incentive for the speculation made in the individuals who step by step laud the Business . They assault the key regions to improve and find the association with our customers. **What do you dislike about FinListics ClientIQ?** Nothing negative to state, spare time with them. **Recommendations to others considering FinListics ClientIQ:** Each adjustment in associations is solid, securing new advancements and adjusting to them requires some serious energy, courses or more every one of the, a great deal of want to get things done. In any case, on the off chance that you need to decidedly change discussions about your business issues to help request utilize this phenomenal apparatus which they will readily adjust to your necessities. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Because of them we can distinguish the correct accomplice for the projects so we set up a channel of reliability, that produces trust and distribution of assets which influence the business to develop. The guidance for the decision of the providers which can be adjusted to the necessities of the brand which is spoken to, and which is the most perfect as indicated by the budgetary restrictions with the current innovation foundation. ### 46. COO **Rating:** 4.5/5.0 stars **Reviewed by:** Sama S. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2019 **What do you like best about FinListics ClientIQ?** It's the system itself. Have a great flow of steps. Works flawlessly. Easier to work and navigate. Useful across various departments. It's easy to compare companies performance within and with external competitors. Eaiser to see goals and reviews for the year. **What do you dislike about FinListics ClientIQ?** Lags at time. Could be more interactive and more user friendly. Needs special training to use the software. Not as efficient for the smaller companies. Does not serve the purpose of implementation if it's a small and growning business. **What problems is FinListics ClientIQ solving and how is that benefiting you?** Able to measure the performance and set the better goal. ### 47. Finlistics is amazing tools **Rating:** 5.0/5.0 stars **Reviewed by:** Sirikorn B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2019 **What do you like best about FinListics ClientIQ?** I used Finlistics tools provided by my company for 10 years for doing company analysis, financial analysis, benchmarking with industry, their peers including their own history. It's an amazing tool to help you reduce time to do research and provide quick analysis. Lately, I just learn about value modeler capability that it's even more useful. I totally recommend this tool to organization that require financial analysis and research. **What do you dislike about FinListics ClientIQ?** It would be nice if can provide more than 4-5 companies benchmark, should provide option to compare to 10 companies as well **What problems is FinListics ClientIQ solving and how is that benefiting you?** Financial analysis ### 48. Best research/resource tool on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Ross V. | Tour Director, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2019 **What do you like best about FinListics ClientIQ?** Ease of use and accuracy of data. Detailed financial information on target companies and the ability to benchmark against peers and industry. The gap calculations and Power of One are always very useful for C-level presentations. **What do you dislike about FinListics ClientIQ?** I have never really experienced a dislike **What problems is FinListics ClientIQ solving and how is that benefiting you?** Quick and consolidated research of companies' financials and peer comparisons. Ability to articulate financial performance vs. peers and industry, financial trending performance, and the value of making incremental improvements, all lead to valuable conversations with C-level audiences. ### 49. Superb productivity tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2019 **What do you like best about FinListics ClientIQ?** The ability to quickly and easily understand a client's performance, compare them with their peers and the industry and spot opportunities to help them, **What do you dislike about FinListics ClientIQ?** Nothing - intuitive, saves enormous amounts of time **What problems is FinListics ClientIQ solving and how is that benefiting you?** The platform is intuitive and easy to use in evaluating the financial performance of a publicly traded client, or viewing industry level data for a privately owned client. The trend analysis and peer/industry comparison enables identification of where the client is weal or strong, and where your company may be able to help them improve performance. The informed insights build confidence and competence to engage clients more effectively and with credibility. ### 50. Efficient and Insightful Tool for Financial Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2019 **What do you like best about FinListics ClientIQ?** ClientIQ is an excellent platform for quickly evaluating entire companies, individual business segments and complete industry verticals. The intuitive user interface and help documentation make the tool very user friendly. The insights delivered by ClientIQ and the Value Modeler quickly identify key areas for improvement and further discovery. **What do you dislike about FinListics ClientIQ?** It would be nice to increase the number of peer companies for a company analysis. **What problems is FinListics ClientIQ solving and how is that benefiting you?** I’m leveraging ClientIQ to identify areas of improvement, drive further discovery and model expected outcomes from potential investments. ## FinListics ClientIQ Discussions - [What is FinListics ClientIQ used for?](https://www.g2.com/discussions/what-is-finlistics-clientiq-used-for) - [Can we implement more up to date data like Bloomberg, Reuters, D&B data?](https://www.g2.com/discussions/51322-can-we-implement-more-up-to-date-data-like-bloomberg-reuters-d-b-data) - 1 upvote - [View FinListics ClientIQ pricing details and edition comparison](https://www.g2.com/products/finlistics-clientiq/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-30+18%3A35%3A11+-0500&secure%5Bsession_id%5D=2c12b277-6982-4533-8b4d-7b2fa07a3242&secure%5Btoken%5D=470a9c634bf5d3ef4f6a20b07e7399e770473ac25fb6d1e9dd91fae951fca4b8&format=llm_user) ## FinListics ClientIQ Features **Data Availability** - Company Data Availability - Industry Research Availability - Technographic Data Availability **Data Accuracy** - Company Data Accuracy - Technographic Data Accuracy **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Internationalization - Performance and Reliability - Reporting/Dashboards - APIs **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Reporting - Messaging ## Top FinListics ClientIQ Alternatives - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,877 reviews) - [D&B Hoovers](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) - 4.1/5.0 (767 reviews) - [InsideSales](https://www.g2.com/products/insidesales/reviews) - 4.5/5.0 (613 reviews)