FinListics ClientIQ Reviews & Product Details - Page 5

Consolidated info with no unnecessary data. Review collected by and hosted on G2.com.

Missing some Latin America companies information Review collected by and hosted on G2.com.

What I liked was the ease of use, comprehensive data, and its applicability to having better, data driven, business discussions with customers about their business needs and decision drivers Review collected by and hosted on G2.com.

It was all upside for me so no negatives to report Review collected by and hosted on G2.com.

The training was great! The FinListics ClientIQ tool is simple to use and extremely powerful in understanding a client's business and industries from a financial lens. It allows you to benchmark against other companies, the industry, and through that industry, you can even gain insights for private companies. You can download great reports that can be shared with a client and they give great credibility when you walk in the room. You have everything you need in one place in a format that is easy to extract insights from. Review collected by and hosted on G2.com.

I thought the tool at first could be a little overwhelming with some of the features but after the training, I felt very comfortable and confident in my usage of the FinListics ClientIQ tool. Nothing to dislike about the tool it hits on its intended purpose. I do feel there is more value that I haven't tapped into. As I get even more familiar with the tool I am confident I will. Review collected by and hosted on G2.com.

Easy to use application

one pain-of-glass

Helps with insight-led-selling

Helped me to customize my message to the customer Review collected by and hosted on G2.com.

I have not found drawbacks with using this product Review collected by and hosted on G2.com.

Terrific competitive data available along with good financial data about client and prospects that is very useful throughout a sales cycle. Review collected by and hosted on G2.com.

Nothing stands out as negative; perhaps providing automated, updated financial information on current customers and prospects would be very helpful. Review collected by and hosted on G2.com.

Finlistics is a very intuitive tool and easy to use. There are a lot of different ways to research clients and industries. I specifically like the fact that all the information is constantly updated. This is really helpful because it saves me a lot of time.The value modeler provides a ton of different ways to create a business case. I also like the fact that you can save a business case and revisit and update it later on. Review collected by and hosted on G2.com.

There is one big downside of Finlistics in my opinion. It is not very relevant for everyone. In a previous role I worked with rather small clients in Europe. Many of these companies were not on Finlistics. Some of these small companies were, but information was outdated and not useful. This is a critical point for me because a large number of sales people works with smaller clients. In general, Finlistics seems to focus more on US companies than European companies. Review collected by and hosted on G2.com.

The information is nicely consolidated into views that align with the different priorities of C-level executives and business function verticals. It makes it easy to pick a summary based on who you will be meeting. The interface is also very well organized, loads quickly, and makes it easy to find what I'm looking for. The colour scheme is pleasant. It interfaces with our company Single Sign On without any hiccups. It enables the production of client-facing reports that show our company branding alongside the Finlistic branding that allows us to leverage the tool as a value-add in our client interactions. Review collected by and hosted on G2.com.

Many companies, even publicly traded ones, are missing from the industry search list. It can be difficult to find specific companies. The companies that are there are covered in much detail but the range of included companies could be greatly improved. It seems very US-centric. I work mostly with Canadian clients, so it would be great to see more publicly traded Canadian companies included, such as the list of companies on the Toronto Stock Exchange. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Nothing, I really enjoy this tool and have found great benefits from it Review collected by and hosted on G2.com.

Additional information for same industry compatitors or similar companies. Review collected by and hosted on G2.com.

when the company is a private, not any information avaliable Review collected by and hosted on G2.com.

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 business narratives early in customer conversations. Review collected by and hosted on G2.com.

Have value drivers drill deeper into sub-verticals would be helpful; having these at only the highest levels of any industry mean that nuances are often lost. Review collected by and hosted on G2.com.