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FinListics ClientIQ Reviews & Product Details - Page 6

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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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 Computer Software
UC
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?

Detailed analysis on financial conditions, metrics that are relevant to the industry Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Company selection is generally limited to public or very large enterprise Review collected by and hosted on G2.com.

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

Understanding company metrics and where this places them amongst their peers for targeted solutions Review collected by and hosted on G2.com.

Steve A.
SA
Client Executive - AT&T Business
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?

Existing in depth analysis; financial acumen, and application to enable the user to be better prepared to what is important to your client; based on the industry trends, financials, and competition. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Use of the value creation tool, but getting better and better! Review collected by and hosted on G2.com.

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

Problem focus: How/where to focus on improving the bottom line of my customers based on industry trends, threats, opportunities, and competition. Benefit: Effectively can address the aforementioned with the help of FinListics tools and coaches. Review collected by and hosted on G2.com.

Ankur P.
AP
Product Manager
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?

Power of One is a great feature to understand impact on customer benefits Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

analytics can be made more graphical to provide better insight Review collected by and hosted on G2.com.

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

it give better understanding on customer challenges before we visit customer Review collected by and hosted on G2.com.

Abdoul T.
AT
Sales Development
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Very useful to get information on target companies Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

For specific regional/geographic characteristics it sometimes doesn't have as much info Review collected by and hosted on G2.com.

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

Find new companies, get info, get contacts Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
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?

Centralisation of all key financial indicators of my customer's enterprise.

Insight into industry comparisons

Scoring on financial health of company Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Not entirely updated to all business units of Continental AG

Troublesome to log in

No reference as to sources Review collected by and hosted on G2.com.

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

Information used for sales account planning

Get a concrete glimpse of how successful a company is, which is useful for goal setting in sales account plans Review collected by and hosted on G2.com.

Fabrizio C.
FC
Sales Manager
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 like tips for Sales Intelligence Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

I dislike the lack of deepening industry insight Review collected by and hosted on G2.com.

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

Assess Value for Customer Review collected by and hosted on G2.com.

Verified User in Computer Software
IC
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?

Exec summary

value model

peer comparison

industry analysis

Industry blueprints are really helpful

buying personas Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Limited info on private and non-profit companies. Would like to see more details on healthcare accounts and organizations. Review collected by and hosted on G2.com.

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

New business questions to ask

Realized new pipeline

becoming more business relevant to our customers

increase business acumen

how to align to customer priorities Review collected by and hosted on G2.com.

Cliff P.
CP
President
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Great data on companies we are reviewing and the software is easy Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

to many information tab maybe a little better training section Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

FinListics has a rich set of data that makes account planning for the team more effective Review collected by and hosted on G2.com.

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

Account insights and a financial view of the account and account planning Review collected by and hosted on G2.com.

JS
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?

Very thorough and pertinent information, competitive analysis is very useful. The financial breakdown and analysis helps me determine areas in which technology can augment/help. This in turn provides a better view of Business Outcomes that align with the primary goals or needs of my customer. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Maybe more information about leaders in the company. Also, any information about their achievements, interests, etc. A comparative analysis of past 10K's or annual reports in terms of what was achieved would be very interesting. I know certain historical aspects are captured, but, could be interesting to see a comparison of how a company is maturing or growing by showing new lines of business/revenue streams. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

This is one of the most helpful tools I have found to do business research. Review collected by and hosted on G2.com.

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

Primary problems being solved is understanding trends in industries in terms of how/what they place value on. Comparing financial data to their annual reports helps verify/confirm what the company is saying publicly. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Vertical/industry-specific knowledge. It really helps me relate to the trends in the different industries I'm talking to. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Sometimes the insights are too vague/ not specific enough for the account I'm targeting. Review collected by and hosted on G2.com.

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

I present myself to prospects as someone who has some knowledge about the space they're in. Review collected by and hosted on G2.com.