ClientIQ

Pros: Good features and it`s easy to navigate

Cons: Nothing

Pros: The ease of use and quality of data is instrumental in our account planning and research processes. The value modeler capability is a significant asset to our working with our customers to build value stories.

Cons: If the data entered for a company in the value modeler could be "copied" or used to apply the same calculations to another company, this would be a huge time saver. Right now, you have to remember what items you selected and the %s and values you entered to create a similar model for another company.

Pros: business driver and conversation guide for each c level

Cons: lack of local industry data and need to increase the frequency in updating the information

Pros: If a company I am prospecting for is on there, I really like the reports at the bottom to get additional details on their initiatives, as well as trends in the industry. Easy to digest.

Cons: Sometimes smaller firms won't be on there.

Pros: I like the info on financials and operating segments for companies. Calling out opportunities is helpful as well.

Cons: Would be helpful to be able to easily get to competitive insights for the many categories that I company competes in.

Pros: It was easy to navigate and use for search competitive analysis

Cons: The interface looks quite old and not so appealing for the user

Pros: This was my first time using Finlistics. It was easy to access and find info aI was looking for. Very helpful.

Cons: There is definitely a lot of information provided. Just takes time to understand each of the sections.

Pros: Ease of use- industry trends and product disrupters were of particular interest.

Cons: Would like additional information on each company like stock price trending

Pros: Easy accessibility, you can get what you want easily

Cons: Sometimes data could be organized in a cleaner way

Pros: What I like the most is the ease of use and reporting capabilities it offers. Its always useful to export the insights to PDF to share internally/externally

Cons: An even-better-if for me would be to have the ability to customize the pieces of information to be added to a report that I want to export to PDF.

Pros: The power of 1 feature has proven to be incredibly useful in financial conversations.

Cons: I wish there was more information on the privately held companies.

Pros: Easy to use for my role supporting government accounts

Cons: More australian content as well as new zealand content would be ideal

Pros: When you need to understand how your customers are performing financially this is the best tool. And if you need metrics to justify engagements Finlistics gives you that.

Cons: The purchase process is painful. They do not have a very simplistic way to purchase a license.

Pros: So many features - benchmarking/industry value notes

Cons: Sometimes i get confused navigating and communicating all the features/functions

Pros: Interesting KPIs and analysis of results. It's concentrate relevant informations.

Cons: Constant problems with login, KPIs should be updated, the blueprint could be less generic.

Pros: Detail on South African companies is correct and easy to access

Cons: Login experience is a little difficult. customer experience around login should be focused on.

Pros: ClientIQ provided great company and industry analysis all in one place. The discovery questions and frameworks were well designed for sellers new to their role or industry.

Cons: Interface in older UI in particular was rather basic, not visually pleasing. Would like to see more relevancy for public sectors and governments.

Pros: Easy to use. Global companies. Lots of information collated and analyzed for you.

Cons: Customization - but that is coming! some navigation, but 2.0 cleaned that up.

Pros: Easy to find information pertaining to prospects under a single portal.

Cons: Some of the data is outdated - overall great product, just would be better if for example annual reports were latest.

Pros: ClientIQ is surprisingly easy to use without any training - very intuitive. I use ClientIQ to research on customers and prospects and ClientIQ provides quick info on business performance , financial info etc.

Cons: Too much emphasis on financial data - this could be good if you are researching the ompany for investment but I would like to see more info on who are the competitors which are currently missing.

Pros: Powerful insights on any publicly available company at an instant. Very detailed and financially sound analysis. Industry Points of View provide powerful insights into key functions, processes, priorities, KPIs, etc. Access to additional benchmarks that come from APQC and are not easily derived from a 10K provide additional insights. Quickly translates changes in KPIs to impact on cashflow to identify where to focus.

Cons: They have made significant improvements to the UI, but it's still fairly complex compared to other solutions in the market. For a Value Advisor, this would work GREAT, for a more novice user, it still misses that mark. I know this is in the works, but the ability to customize the analysis to our specific solutions and impact is still not something that can be easily done (or done at all?). The insights do not flow to a deliverable that can be taken as is to a customer. It's more of a way to prepare and inform your plans and deliverables. As with other solutions, the value of the platform is strong with publicly available companies. For private companies, the insights are limited to industry averages. So this would fit mostly people who are selling to large companies.

Pros: ClientIQ is very easy for novice users to get started with and create very useful output right away. The built in financial information and KPIs by industry are very helpful in developing financial justification. The "Power of One" capability provides an easy way to discuss benefits of a solution with a client. It offers both a tabular view of the data and a more graphical view of the financial data.

Cons: This is not a negative that is unique to ClientIQ, but if the client you want to use is private or a government client, then finding data can be challenging. However, I have worked with the ClientIQ team even in situations like that to help come up with proxy data that we could use to find estimated value from one of our solutions. Very fine precision is not the point of using a tool like this but rather a "directionally correct" answer that gets the conversation going with a the client and to have them provide the data we need to justify our solution.

Pros: Accessability to financial data and presented in a consistent manner and various levels of detail. The Value Modeling tool is a great tool for demonstrating he value added impact of a specific offering based on the latest client financial information.

Cons: There is a lot to consume here. Non-financial users may get confused with the potential overflow of informaiton when using the tool for the first time. However, having them run through the process with their finance team partner will drive more value.