ClientIQ:

Unique Customer Data,
Analytics, Insights, and AI

Better Understand your Customer. Know your Business Value.

ClientIQ transforms how B2B sellers prepare, personalize, and pursue deals—at scale. Built on a foundation of trusted, verified, and timely financial intelligence, it equips sellers with ready-to-use insights, strategic content, and precision-aligned messaging that resonates with the C-suite. Embedded learning videos explain the insights- what they are, why they are important, and how to use them in a customer interactons.

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Why ClientIQ is Different

→ Financial Insights, Reimagined for Sales Executives. ClientIQ delivers best-of-breed client intelligence—leveraging structured data, analytics, Large Data Models (LDMs) and verified AI. Unlike generic LLMs, our approach ensures outputs are accurate, relevant, timely and enterprise-grade.

→ AI-Powered, Sales-Ready "one click" prompts generate accurate client-facing content—emails, presentations, pursuit plans, account plans and more—in seconds. Grounded in the customer's actual timely financial data.

→ Benchmarking & Business Context Instantly compare performance, surface industry insights, and align your narrative with client goals using verified data from over 14 different financial data sources and proprietary, business compliant data analytics.

→ CRM, Sales Enablement, AI- Ready. Workflow-Smart. ClientIQ integrates seamlessly into your tech stack and sales processes. ClientIQ insights are available by API and direct integration into Sales Enablement Platforms, CRM, and "ring-fenced" AI applications. You sales teams can focus less on research and more on driving meaningful conversations.

Built for Sellers. Trusted by Sales Leaders.

Unique, Actionable Customer Insights and Benchmarks
Solution Business Value Calculations
Embedded Learning Videos
Custom Sales Play and Solution Value Mapping
UX built on the level of business value understanding

Smarter Selling. Measurable Impact.

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Data You Can Defend. Intelligence You Can Trust.

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Serious Intelligence. Surprisingly Simple.

Where Insights Meets Impact: According to Our Clients

I use ClientIQ for Client Account Planning purposes, in order to identify new opportunities and building our pipeline for future quarters.

Global Sales Account Technical Leader

ClientIQ has definitely helped me in my prospecting... it is a much quicker means to a wealth of information than if I had to research it all separately.

Global Sales Senior Integration Technical Specialist

I've broken into five white space accounts because of ClientIQ. I leverage ClientIQ's Pursuit Profiler for my first touchpoint and the ClientIQ Discovery Questions to help hone my messaging.

Brand Sales Specialist Automation Software Sales

Selling Business Value Starts Here

Let’s explore how FinListics can help you win more—with insights that speak the language of business.

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