ClientIQ 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

ClientIQ

4.6

(31)

Pricing

Pricing available upon request

About ClientIQ

ClientIQ, from FinListics Solutions, is a sales intelligence platform that equips advanced-level sellers with the financial data and tools to enhance value and drive trust at scale. Their award-winning sales intelligence platform helps enterprise B2B organizations engage prospects with value-driven narratives that build competitive separation and accelerate pipeline development.

ClientIQ Screenshots

ClientIQ Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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ClientIQ Features

Popular features found in Business Intelligence
Ad hoc Reporting
Benchmarking
Collaboration Tools
Data Connectors
Data Visualization
Key Performance Indicators
Multiple Data Sources
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend/Problem Indicators
More features of ClientIQ
Customizable Reports
Dashboard
For Sales Teams/Organizations
Reporting & Statistics
Self Service Data Preparation
Statistical Analysis
Trend Analysis
Visual Analytics

ClientIQ User Reviews

Overall Rating

4.6

Ratings Breakdown

71%

26%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.3

Functionality

4.5

Art P.

Verified reviewer

Computer Networking

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Finlistics

Finlistics gives you awesome credibility with customers on mon-technical opportunities in our customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Steven H.

Verified reviewer

Industrial Automation

10000+ employees

Used daily for more than 2 years

Review source

Reviewed February 2022

driving Insight into Selling

Excellent knowledge and helpful professional team.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Comparing competitor business performance and calculating the net cash flow benefits if you could match your competitors' performance is a game-changer in a Sales Pursuit. The old ClientIQ was very easy to use but looked a little dated. The new ClientIQ 2 looks awesome and screenshots from it are much more likely to be incorporated in my customer presentations directly (saving me time transcribing numbers from the old ClientIQ). The Pursuit feature is quite nice for maybe having an interactive conversation with a client, but Im not sure it can accommodate the full subtleties of a Digital Transformation pursuit discussion. It might be good to map the primary pursuit topics/use cases, that Rockwell discuss, against the pickable options available in the Pursuit builder.

Cons:

Verifying that reasonable competitors have been chosen by the system demands that we check which SIC codes they are categorised as. At the moment you cannot easily see this when [a] checking the competitors chosen and [b] when checking potential replacement competitors from the wider list. I would also like People Productivity to have the 'Cash Flow Improvement' calculations done as default (most things I talk about improve people productivity). I would like to see Depreciation listed too - as this indicates if (say) their competitors have more modern equipment than them, and also happen to perform better - its a good goad/leveller.

Fausto G.

Verified reviewer

Information Technology and Services

10000+ employees

Used monthly for less than 12 months

Review source

Reviewed February 2022

Client IQ for Value Engineering

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

David N.

Verified reviewer

Information Technology and Services

10000+ employees

Used monthly for more than 2 years

Review source

Reviewed February 2022

Have Used ClientIQ For Business Development for Years, Keeps Getting Better

I use ClientIQ often with new clients where I am doing business development work or for new solutions in an existing client. I have found the ClientIQ staff to be very helpful and flexible to help me get the most value from their software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Ran H.

Verified reviewer

Computer Software

5001-10000 employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Great product for an advanced enterprise sales motion

Very easy to work with and eager to work with you to make you successful and improve their product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Ross V.

Verified reviewer

Computer Hardware

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

ClientIQ is Awesome

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Monica P.

Verified reviewer

Information Technology and Services

10000+ employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

A Game Changer for ROI focused Sales Enablement

Excellent. The interface has become more user friendly over time. The reports have expanded. When we use in sales enablement programs it helps sellers think through the eyes of their customers unlike any other approach we have tried.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Power of One view which shows how much a one percent improvement across the most common KPIs per industry shifts seller mindset. The competitive view across main KPIs is also incredibly compelling. I love the standard reports also.

Cons:

I would like there to be a path through which a seller walked, selecting most important KPIs, business functions, technical goals aligned to their pursuit which then generates a customized PPT so that the work sellers done in the tool is captured in a customer facing presentation

Reasons for choosing ClientIQ

I have not compared ClientIQ to other products.

David R.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

Great Tool for Account Planning and Research

Ratings Breakdown

Ease of use

Functionality

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.

Altan A.

Verified reviewer

Computer Software

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Talk with a CFO in it's language...

I use ClientIQ to communicate ROAI, return on artificial intelligence initiatives.. This tool helped me close some critical deals when I set forth my financial analysis and the potential impact of the Analytical and ML solution I proposed financially...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With client IQ you can rapidly tap into the financials of your clients and prospects. It's very easy to benchmark financial data of similar or competitor companies, pinpoint where the business is strong and where the pain points lie...

Cons:

ClientIQ data can be joined with open intelligence data about companies, is there a news or acquisition lately, leadership change etc. like in Owler...

Verified

Reviewer

Information Technology and Services

5001-10000 employees

Used monthly for more than 2 years

Review source

Reviewed February 2022

Client IQ is a must for Selling