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FinListics ClientIQ Reviews & Product Details - Page 4

FinListics ClientIQ Overview

What is 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 Details
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English
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Product Description

FinListics ClientIQ provides the company and industry-specific insights required to identify opportunities and call higher. With FinListics ClientIQ, you instantly have the facts, figures, and peer comparison information that you need to speak the language of your buyers and close more deals, faster.


Seller Details
HQ Location
Alpharetta, GA
Twitter
@finlistics
558 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®

MW
Overview Provided by:

Recent FinListics ClientIQ Reviews

Fabrizio C.
FC
Fabrizio C.Enterprise (> 1000 emp.)
4.0 out of 5
"Very useful tool"
I mostly like tips for Sales Intelligence
RV
Ross V.Enterprise (> 1000 emp.)
5.0 out of 5
"A Tremendous Resource and Research Aide"
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 c...
Andrew J.
AJ
Andrew J.Enterprise (> 1000 emp.)
3.5 out of 5
"Finlistics - Account Manager Usage"
The ability to quickly pull financial reporting and put it into plain text, such that someone without a finance background can understand, is benef...

FinListics ClientIQ Pricing

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FinListics ClientIQ Media

FinListics ClientIQ Demo - ClientIQ Business Performance Highlights
ClientIQ instantly offers financial performance over time, relative to stop competitors, and compared to the industry for all financial metrics.
FinListics ClientIQ Demo - ClientIQ Performance Improvement Opportunities
ClientIQ identifies areas of financial opportunity by understanding those operational KPIs that would have the greatest impact on performance improvement. The customization option allows you to add your solutions and map the appropriate operational KPIs by industry.
FinListics ClientIQ Demo - ClientIQ Industry Goals
ClientIQ provides industry blueprints for more than 30+ industries. Use them to learn critical goals, initiatives, which business units are involved, and how they are measured.
FinListics ClientIQ Demo - ClientIQ Questions
ClientIQ includes opening questions and conversation starters per line of business. The customization option allows you to add additional questions and remove questions that aren't relevant to your solution.
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Video Reviews

151 FinListics ClientIQ Reviews

4.5 out of 5
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151 FinListics ClientIQ Reviews
4.5 out of 5
151 FinListics ClientIQ Reviews
4.5 out of 5

Overall Review Sentiment for FinListics ClientIQQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Hospital & Health Care
UH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about FinListics ClientIQ?

Helped me to access relevant information. I was not finding some information to complete my account plans, and I did it using this tool. Specially taking in consideration that I never found a web site with the same resources of those that I found here at FinListics. So I had a good suprise when I was told that Cisco had this resource available , I was working abroad by the time that I used it so it helped me a lot in that situation where did not have a deep knowledge about the marketing that I was searching. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Would like to see more info about Brazilian market, It would be very usefully if I could use it here to check the marketing that I working now. I know it is a huge data base to cover, but this is an advice in the future, I could see we using this tool very often here if It was avalaiable. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

It is a good tool, considering that I was struggling to find information that I could find at FinListics. For those who woks with American market I would recommend this product for sure. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Gather more information about the market, I was struggling to find relevant information to complete my job and I found it at Finlistics. It was not clear to me to describe a whole market for example health care once that I was not familiarised with the American market, so this tool for really helpful ull to me in this aspect. Review collected by and hosted on G2.com.

Muhammad S.
MS
Sr Territory Sales
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about FinListics ClientIQ?

Finance report and comparison with competition company Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

sometimes financial report is not up to date for the latest year and some company are not listed Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Great source for company information as reference for presentation and get to know the company well Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

benefit is I can discuss with customer with confident, because I know the information about their company.

also I can improve customer efficiency by increasing their revenue as customer's goal Review collected by and hosted on G2.com.

Eric F.
EF
Value Advisor, Value Advisory Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about FinListics ClientIQ?

ClientIQ offers a quick way to formulate a point of view on a company’s financial performance, uncover gaps/opportunities and quantify the value that a solution can deliver. It enables the analysis quickly, is very defendable based on the real company data input, and provides insights that a company may not have about their industry and peers. It is invaluable for establishing a high level value opportunity. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Private companies are not specifically in the data, but we always are able to provide insights to private companies by comparing them to their industry (or SIC code) peers and industry aggregated data. When possible, we capture the company's data for comparison. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

If you don't have ClientIQ, getting industry comparisons with other sources with this level of detail is very tedious, and impossible in some cases. You should evaluate the time spent searching for this information, the quality of the results, and the value of these insights to your own business results. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

We are providing assessment of the potential value realized as they strive for best practices. We are able to establish the value of improving on key metrics (comparing them to Median and 1st Quartile) when we know their current (As-Is) state. Or, we use the Power of One in cases when we have a dearth of specific information about the company (it tells them the value of improving 1% or 1 DOS, etc.). This makes for a great lead-in for discussions on the investments required (in our solutions). Review collected by and hosted on G2.com.

William (Bill) B.
WB
Principal Value Engineer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

I can't really pinpoint a dislike. I see that they are building out more high-level modeling tools to further refine economic value assertions for sales folks, so I can not longer say there are shortcomings. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Industry and company trends, drivers, objectives & outcomes (business context) to align customized economic value metrics. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Financial review, business drivers, and overview page Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Need additional explanations on financial terms Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

none that i can think of Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

business challenges, undertand customer buying habits Review collected by and hosted on G2.com.

Alex G.
AG
Founder, Principal Consultant
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Being able to come into business conversations with a financial understanding of the status quo, especially compared to similar companies is invaluable in customer discussions. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Some of the data can be unavailable because of public vs. private status, but I don't know how you fix that. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

We're speaking in terms of financial outcomes that show value to the c-suite. Review collected by and hosted on G2.com.

EB
FSI Managing consultant
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FinListics ClientIQ?

Peer comparison and industry trends are the most interesting part! Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

All of the components are very useful, but mobile experience can be enhanced a bit.. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

I recomend my consultant colleagues to use ClientIQ for client meetings Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

I am using industry trends and firm reports most frequently and they are very beneficial for client meeting preparation. Review collected by and hosted on G2.com.

Verified User in Oil & Energy
UO
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about FinListics ClientIQ?

Obtener un mejor conocimiento del mercado. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

No tengo ningun comentario negativo para esta herramienta. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Es una buena herramienta para entender el mercado. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Que debo tener en cuenta para una mejor aproximacion al cliente, cuales son sus motivadores, metas estrategias e inicitativas para poder desarrollar una estrategia enfocada en el cliente. Review collected by and hosted on G2.com.

DC
Strategic Account Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

The functionality (Power of One) by segment. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Explain to your customers how you have obtained the data and be confident that the numbers you are displaying are in line with what the customer is expecting. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Explore the tool and be sure you do basic training to learn how to expose the financial information to your customers. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Justify capital investments in areas of the business. Customer realize with their own financial numbers the benefits to invest to improve their operational cost. Review collected by and hosted on G2.com.

Verified User in Computer Networking
UC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about FinListics ClientIQ?

I mostly use this for gaining a fast snapshot of company information including any recent headline news. The ability to have this information in One place is invaluable. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Some information can be less accurate than others such as the ‘latest news’ features sometimes pulling information on businesses with the same name that are irrelevant. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

A fantastic platform with access to critical information in a single place.fantastic to brush up before a first approach. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

The ability to research a customer quickly and understand their position as well as any large news appearances recently (good or bad) is a great way to brush up prior to an initial discussion. Especially if you're pushed for time. Review collected by and hosted on G2.com.