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About FinListics ClientIQ

ClientIQ, a FinListics Solutions proprietary platform, enables sales teams to acquire crucial information regarding their prospects and clients, understand their competitive landscapes, and meaningfully align their solutions, all from a simple and interactive platform. The complete analysis, which includes peer comparisons, KPIs, segment analyses, and more, aggregates and organizes crucial financial data in real time.Traditional sales tactics are no longer effective in B2B agreements, which now involve upwards of ten decision-makers, each trying to understand the financial and commercial consequences of any relationship. With fresh industry-specific content such as external and internal performance determinants, market disruptors, trends, and risks, construct a current industry point of view. Gain a quick understanding of industry performance by looking at Growth and Profitability data. FinListics ClientIQ may be integrated into any sales approach and provides clients and prospects with the business and financial knowledge they need immediately. Users praise ClientIQ for saving hours of prep time, increasing customer credibility, and allowing them to establish distinct points of view regarding their clients and prospects.

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Screenshots & Videos

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Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online
FinListics ClientIQ Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 17/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FinListics ClientIQ Pricing.

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FinListics ClientIQ Reviews

User Rating

4.7/5 (Based on 150 Ratings)

Rating Distribution

  • Excellent

  • Very Good

  • Average

  • Poor

  • Terrible


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Review Summary

FinListics Client IQ is generally praised for its ability to provide quick and easy access to valuable financial data on publicly traded companies. Users find the platform helpful for research, competitor analysis, and preparing for client meetings. They appreciate the "Power of One" feature, which quantifies the potential impact of improvements on specific business metrics. However, some users find the interface could be more intuitive and wish for more in-depth analysis of private companies. The platform also faces criticism for its limited coverage outside the US market.


  • Provides indepth financial data, helping understand customer performance.
  • Streamlines research by aggregating key information in one place.
  • Offers insights on industry trends and competitor performance.


  • Limited coverage for private and nonUS companies.
  • Financial modeling tools may not be applicable in all sales scenarios.
  • Some users experience issues with saved searches and back button functionality.

FinListics ClientIQ Reviews

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FinListics ClientIQ FAQs

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Does FinListics ClientIQ provide API?

No, FinListics ClientIQ does not provide API.

FinListics ClientIQ Contact

Vendor Details

Alpharetta, Georgia

Contact Details

(770) 777-5800

Social Media Handles

Not available


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