FinListics ClientIQ Reviews in May 2025: User Ratings, Pros & Cons

"Finlistics ClientIQ gives good insight on companies and the news, vision, direction conveniently"

What do you like best about FinListics ClientIQ? I like the new client interface and how the information is presented. What do you dislike about FinListics ClientIQ? The interface may be slow sometimes but I think it's mostly due to my computer or connection. What problems is FinListics ClientIQ solving and how is that benefiting you? We do business architecture and we need the information to discover and find out more about our customers.

"Excelente Herramienta Comercial!"

What do you like best about FinListics ClientIQ? Obtener un mejor conocimiento del mercado. What do you dislike about FinListics ClientIQ? No tengo ningun comentario negativo para esta herramienta. Recommendations to others considering FinListics ClientIQ: Es una buena herramienta para entender el mercado. 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 ...

"Finlistic as a Sales Tool"

What do you like best about FinListics ClientIQ? I used the industry insights and the business value map, is an excellent tool to prioriteze the objectives and understand the customer and Industry situation, Where are the main pains and how they can work to improve it What do you dislike about FinListics ClientIQ? The PDF reports are not similar to the web interface, I like the new GUI interface on the Webpage. Recommendations to others considering FinListics ClientIQ: Finlistic is a great ...

"Work smart"

What do you like best about FinListics ClientIQ? That it is one stop shopping to get smart about a particular account in a short period of time. Love all earning reports aggregated in one spot along with competitive info and industry trends. What do you dislike about FinListics ClientIQ? Nothing immediately comes to mind but perhaps some improvements on intuitiveness. What problems is FinListics ClientIQ solving and how is that benefiting you? Empowering me to have more impactful ...

"Account Executive Review (SAS)"

What do you like best about FinListics ClientIQ? I like that you can tag specific companies, and that you can setup automated emails to send you quarterly updates. What do you dislike about FinListics ClientIQ? A lot of the information seems to be automatically populated and duplicated. It comes off as specific sections are applicable for multiple companies. Recommendations to others considering FinListics ClientIQ: A video user tutorial / high level overview link would be helpful What ...

"Very precise industry Insights available to showcase the position of the company in comparison"

What do you like best about FinListics ClientIQ? At one place you can get all the information about the company and industry trends What do you dislike about FinListics ClientIQ? It could have been more detailed analysis be it industry or company Recommendations to others considering FinListics ClientIQ: Yes they show start using it as it very easy to use What problems is FinListics ClientIQ solving and how is that benefiting you? I used it for getting company's and industry operating income

"Very precise industry Insights available to showcase the position of the company in comparison"

What do you like best about FinListics ClientIQ? At one place you can get all the information about the company and industry trends What do you dislike about FinListics ClientIQ? It could have been more detailed analysis be it industry or company Recommendations to others considering FinListics ClientIQ: Yes they show start using it as it very easy to use What problems is FinListics ClientIQ solving and how is that benefiting you? I used it for getting company's and industry operating income

"Informative Tool that does legwork for you!"

What do you like best about FinListics ClientIQ? The tool gathers information about accounts from various sources, and this is helpful. It also manages to give scenario simulation, which is handy in preparation for discussions with customers. What do you dislike about FinListics ClientIQ? When the tool updates, it forgets your saved preferences. This is not that of a big issue, just a slight inconvenience to have to mark your accounts, favourite again. What problems is FinListics ClientIQ ...

"Loved this platform. Really helped me understand my customer and their business drivers"

What do you like best about FinListics ClientIQ? Financial review, business drivers, and overview page What do you dislike about FinListics ClientIQ? Need additional explanations on financial terms Recommendations to others considering FinListics ClientIQ: none that i can think of What problems is FinListics ClientIQ solving and how is that benefiting you? business challenges, undertand customer buying habits

"Starting point to develop a point of view on my customers."

What do you like best about FinListics ClientIQ? Peer comparisons, sector analysis, power of 1. What do you dislike about FinListics ClientIQ? I do not have a specific dislike. Only limitation is private or non-US companies where data is limited. What problems is FinListics ClientIQ solving and how is that benefiting you? Quickly assessing customers and develop a point of view - one-stop shop for this information.