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 interactions.

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, company financial profiles 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