Education

When you learn the language of business – finance - your message will resonate with clients now — and years from now. Our virtual and live workshops with industry executives will sharpen your business insights and deepen your financial intelligence.

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DEVELOP AN EXECUTIVE-LEVEL PERSPECTIVE.

What does the business landscape look like from your client's corner office? To know which trends and strategies will affect their business, you need to look at their industry like an insider. We have the tools and resources to help you understand context, broaden your perspective, and gain deep insights. Once you have this invaluable knowledge, you can identify new ways your solutions will create value for your clients.

  • Explain the value of your solutions
  • Become fluent in the language of business — finance
  • Work at your own pace with online courses
  • Identify key industry challenges
  • Gain deeper industry knowledge
Customize Your Courses

CUSTOMIZE YOUR COURSES

We work with you to create a customized education plan. From content to delivery and timing, we're here to help you learn when and where it's convenient for your sales or marketing team. Contact us today to discuss your goals.

Explore Your Options

Available Course Topics
Financial Intelligence
Financial Acumen
Industry Financial Insights
Executive Insights
Industry Insights
Line of Business Insights
Financial and Operational Insights
Solution Mapping

Discover how your solutions create value for your client - clients need to understand how your solutions can impact their financial performance, create value, and help them reach their goals. The Finlistics Solution Mapping helps you link the impact of your solutions to operational key performance indicators, business processes, and financial performance.

Developing a Compelling Proposal
Building a Better Business Case

Now more than ever, your clients' executives are scrutinizing and comparing all investments for both business benefits and value creation. The output of the business case builder is a comprehensive executive presentation that provides critical success factors along with quantitative inputs like investment, ongoing expenses, and solution benefits.

Helping Clients with Digital Transformation
Selling to the CxO

Additional Features

Education

Gain the insights you need to have smarter, value driven conversations

Education

Connect your course studies to the insights delivered by Client IQ

Education

Learn the skills most valuable to your career on your own schedule

CLIENT SUCCESS

An awesome, very useful program. It works by moving you from feature-and-function thinking to thinking more from the client's perspective."

Read more success stories
Client IQ

CLIENT IQ

Our data insights platform delivers the facts, figures, and insights you need to make a strong business case and show value to your clients throughout the buyer's journey.

  • View customized, easy-to-consume analyses in just moments
  • Target a line of business, or company-wide benefits
  • Do peer-to-peer comparisons with up to four companies
Learn more about Client IQ

LEARN MORE ABOUT EDUCATION

Find out how our courses can expand your business acumen, financial intelligence, and industry eminence.

General questions or inquiries? Contact Us