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

"The best partner for client review!"

What do you like best about FinListics ClientIQ? Peer comparison and industry trends are the most interesting part! What do you dislike about FinListics ClientIQ? All of the components are very useful, but mobile experience can be enhanced a bit.. Recommendations to others considering FinListics ClientIQ: I recomend my consultant colleagues to use ClientIQ for client meetings What problems is FinListics ClientIQ solving and how is that benefiting you? I am using industry trends and firm ...

"Great Insights!"

What do you like best about FinListics ClientIQ? I loved that the insights provided are based on background data I had not previously considered. Showing the root of where we need to focus our attention vs what I believed where we need to focus was extremely helpful! What do you dislike about FinListics ClientIQ? Logging in... I kept having to figure out how to log in to this tool. Thankfully, I can go in to our intranet and figure it out. What problems is FinListics ClientIQ solving and ...

"Simplifying one of the most complicated requirements of my job"

What do you like best about FinListics ClientIQ? When preparing for a conversation with a leader at one of my customers I can spend 10 minutes on ClientIQ and arm myself with enough relevant information about company financials to ask the right questions and establish credibility. Makes is so easy to understand! I also like the peer comarison. We work with alot of companies that are alwasys being metric'd against their competitors. Being abel to demonstrate that they are lagging behind ...

"Finlistics for industry knowledge"

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. What do you dislike about FinListics ClientIQ? Sometimes the insights are too vague/ not specific enough for the account I'm targeting. 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.

"Excellent tool to gather deep info"

What do you like best about FinListics ClientIQ? Content was very very accurate and also the dashboard was easy to use What do you dislike about FinListics ClientIQ? The only thing I disliked was that not ALL customers are listed Recommendations to others considering FinListics ClientIQ: Yes What problems is FinListics ClientIQ solving and how is that benefiting you? None

"Strong company analysis, limited to large enterprise"

What do you like best about FinListics ClientIQ? Detailed analysis on financial conditions, metrics that are relevant to the industry What do you dislike about FinListics ClientIQ? Company selection is generally limited to public or very large enterprise 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

"An impactful way to sell by leveraging financial data via FinListics"

What do you like best about FinListics ClientIQ? The capability to have annual and quarterly reports all summarized and put into easy to digest visualization is a game changer. Coupling those summaries with with market analyst and FinListics analysts inputs greatly reduces the time it takes to interpret financial reports in a traditional manner. The built in KPI's and ROI tools are easy to use and help with financial metrics that show how your tools could impact a client's business and ...

"Account G2"

What do you like best about FinListics ClientIQ? Very easy access to account financial overviews. What do you dislike about FinListics ClientIQ? Nothing really, the application is really easy to use. What problems is FinListics ClientIQ solving and how is that benefiting you? It allows me to access a good overview of what KPI's are important to my customer, helping me to have more meaningful conversations.

"Solutions Architect from Cisco"

What do you like best about FinListics ClientIQ? Industry Blueprint is the best, company trend and executive compensation is my favourite, and peer comparison also great What do you dislike about FinListics ClientIQ? For the technical or beginner one like me for reading the growth and profitability is quite hard. It will be good if having a summary for "translate" and "mapping" the up and down graffic into business capability. So, your customer can know which one business capability that ...

"FinsListics Review by AM from Mexico"

What do you like best about FinListics ClientIQ? The comparative between industries and the power of one What do you dislike about FinListics ClientIQ? The aplicacion to a proyect is too complex Recommendations to others considering FinListics ClientIQ: The modelating in projects is complex What problems is FinListics ClientIQ solving and how is that benefiting you? Analysis of customer results of Fiscal Year, to make an Account Plan