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FinListics ClientIQ Reviews & Product Details - Page 8

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
Languages Supported
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 Banking
CB
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?

Comparisons peer to peer

Dashboard with financial KPIs

12 month dashboard

What if analysis Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Not having local comparisons. When you have global clients, such as Citi or BBVA, you can only get global numbers instead of having numbers by country to compare with local competitors. Review collected by and hosted on G2.com.

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

How are the clients doing vs their main competitors and what would happen if they decided to buy "X" or "Y" solution. Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing
UE
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Company insights and comparison to industry peers Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

I wish that there was more information available on private companies instead of just general industry information Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

This is a great tool to use to get a more in depth understanding of your customer's business drivers and the impacts you can help make. Review collected by and hosted on G2.com.

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

I have been able to more efficiently do account planning Review collected by and hosted on G2.com.

Jaideep G.
JG
Manager Business Development
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?

The ability to compare a company with traditional peers and industry disrupters. it's amazing! this gives a very good insight on growth drivers and profitability drivers and this enables us to have a conversation with the right stakeholder - CIO, CFO, COO - we get amazing insights of their careabouts. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Nothing really. the value it provides is huge to dislike any minor issues. At times there maybe unlisted companies for which we have to dig deeper and do some manual stuff which i believe can be further improved. Review collected by and hosted on G2.com.

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

Ability to deeply understand the customer's business performance and their challenges and tune our proposition on how to solve the problems and how to partner. Review collected by and hosted on G2.com.

Verified User in Banking
UB
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?

valuable tool that provides meaningful customer insights Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Nothing really. The tool is very intuitive Review collected by and hosted on G2.com.

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

significant customer insights Review collected by and hosted on G2.com.

GW
A
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?

Insights, competitor comparisons, accuracy of information. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Interface could be more intuitive, too many areas Review collected by and hosted on G2.com.

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

Customer OEE and operational efficiency Review collected by and hosted on G2.com.

HC
Account Manager
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?

Valuable insight on company financials reports Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Some of the terminology is hard to understand. Review collected by and hosted on G2.com.

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

Approaching financial business problems Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
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?

Helped me to access relevant information. I was not finding some information to complete my account plans, and I did it using this tool.

I see many financial data about other companies. You can learn a lot about the companies and your competitors that you need to check. The reports are all pretty thorough and have great insight once they wouldn't find elsewhere.

The training that I received brought my understanding to a deeper level and allowed me to find real insights in the service. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Hard orientation in the menu with many options. The tool is very useful but fit more to US market than Europe. In Europe we have another option how to check and get more information about companies that are available. Sometimes the companies I search do not appear, or I am worried that the data is far off when compared to some of the 10k statements I can find oneline. the dashboard is a bit old style, as well it is not clear when the information displayed has been updated.A lot of the information seems to be automatically populated and duplicated. It comes off as specific sections are applicable for multiple companies. 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. Don't get anxious about financial reporting. Read the very clear explanations. Review collected by and hosted on G2.com.

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

Geeting me to better overview about clients. I use this tool in front of your clients to demonstrate the power of 1, and use this tool during your research to gain valuable insight into your client's business. 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
(Original )Information
What do you like best about FinListics ClientIQ?

I like that Finlistics helps by analyzing predominantly financial data for us which saves much time and makes a Finance degree almost redundant. Finlistics looks at verified information like annual reports and creates insights that I use often when talking to my customers. I find it very useful that one can see trends in the financial performance of a company that you would normally not see, It is really importantFinancialData

Financial Data

Easily access financial performance for any public company around the world. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

There is not really something that I dislike about it. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Use it as much as possible Review collected by and hosted on G2.com.

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

Financial information is transformed into business insights that can actually be used.

Understanding customer's financial performance and putting it into perspective,

Helps to figure out financial performance indicators like profitability and capital utilization to see where the customer is standing.

Helps in sales conversations.

Helps to save time by not needing to scrutinize financial reports. Review collected by and hosted on G2.com.

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

I really enjoy using finlistics for its ability to pull reports efficiently and compare companies side by side. This helps the sales team in my organization to be more effective in their research and also identifying proper targets. The information is pretty accurate and we enjoy looking at the various reporting available. The reports are all pretty thorough and have great insight once they wouldn't find elsewhere.

When I first joined my current company and received my login for finlistics, the account representative reached out personally and scheduled some time to work with me. She provided a detailed overview of the platform, answered any questions I had, and also gave me tips on how to be more efficient in reporting. This also made me feel like the company was well worth it- they have employees who cared about my success in using the tool. Overall, great service! Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Sometimes I think the tool can be a little redundant with the information it shows. Though most are still accurate I feel the reporting can be more thorough. It would be nice also if there was an easier way to outline exactly what you were looking for should that be with keywords or specifics. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

No other recommendations at this time Review collected by and hosted on G2.com.

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

We are able to gain more insight on particular companies within all industries and pull research easily. Review collected by and hosted on G2.com.

AS
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?

The structure is extremely simple and intuitive once you get to know to it. First you get an intro of the company and then you get all other useful details you need such as trend of last 5 years, comparisons vs competitors and comparison vs industry.

In a report you get main financial elements that otherwise it would have taken days to collect. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Different sections (trend, peers and industry) could be better identified by, for example, changing the color of the entire section. Review collected by and hosted on G2.com.

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

We can better prepare Account Plans and related Strategy.

We are including elements of the Power Of One into Customer Business reviews discussion to show the impact of potential changes into supply chain into balance sheet and income statement / cash flow. This is very powerful also to undertake discussion that you would never have with customers. You start to talk the same language of your customers you can discover opportunities that you would have never discovered before. Review collected by and hosted on G2.com.