Review on FinListics ClientIQ by Kenny Hrdlicka

I like that it has an option for emailing clients directly so you can do follow ups without having emails bounce back or go into your spam folder (we had problems with our previous tool). It's also easy enough if there were technical issues - we could quickly get assistance via tickets sent through their support page which was super helpful! Sometimes multiple steps would be needed in order process tasks but this seemed random at times as well instead just taking us down additional rabbit holes trying different things until they find what works best within those tools limitations/features offered by them.- Pricing /amp; Service level agreement not always clear when first signing up &nbsp ; The amount paid per month seems high compared some other options out here such pricing structure may need tweaking given competition? We used clientiq mainly because its integrated w social media sites meaning less work going forward since these platforms take care themselves rather.