FinListics ClientIQ is very intuitive and user friendly especially for those unfamiliar with the platform. The real time data loads quickly and accurately. I specifically like the aggregated views of clients and industries which is helpful for quick results.
ZT
Zach T.
Fueling the Future of Customer Engagement with the Power of Twilio
11/17/2020
Avaliador validado
Usuário atual verificado
Fonte da Revisão: Convite do G2 em nome do vendedor
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.
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