What is
Zillion
?
Zillion is an AI platform for finance professionals that provides sophisticated AI analysts equipped with domain expertise to handle complex analysis in minutes rather than days. The platform offers automated workflow capabilities for recurring reports, due diligence processes, and client servicing while providing access to over 12,000 issuers and 40+ economic datasets. With real-time data integration and the ability to generate spreadsheets, models, PowerPoints, and charts, Zillion enables teams to reallocate time from tedious tasks to strategic decision-making and leadership activities.
Key Features
- AI analysts for research and automation
- Access to real-time data and news feeds
- Spreadsheet and model generation capabilities
- PowerPoint and chart creation tools
- 12,000+ issuers and 40+ economic datasets
- Custom methodology integration
- Domain knowledge across multiple sectors
- 1:1 AI onboarding support
Pricing
- Contact for pricing
- Free trial available
- Enterprise solutions for financial firms
Pros:
- Specialized for finance with deep sector expertise
- Automates tedious tasks effectively
- Comprehensive data access to financial markets
- Reduces analysis time from days to minutes
- Handles growing workloads efficiently
- Improves client servicing speed and quality
Cons:
- Specialized for finance with deep sector expertise
- Automates tedious tasks effectively
- Comprehensive data access to financial markets
- Reduces analysis time from days to minutes
- Handles growing workloads efficiently
- Improves client servicing speed and quality
Who is it for?
- Financial analysts and investment professionals
- Credit analysts conducting risk assessments
- Investment firms managing portfolios
- Financial consultants serving clients
- Corporate finance teams conducting analysis
- Research analysts in financial services
Best use cases
- Due diligence processes and investment analysis
- Financial modeling and template generation
- Client inquiry handling and servicing
- Recurring report automation
- Credit analysis and risk assessment
- Market research and competitive analysis
API Integrations
- Custom API integrations available
- Financial data provider connections
- Third-party financial tools integration
Security
- Enterprise-grade security for financial data
- Data privacy protection measures
- Compliance with financial industry standards
Implementation
- Implementation typically takes 2-4 weeks for basic setup and training, with 4-6 weeks for full customization and integration with existing workflows.
Best Alternatives
- Bloomberg Terminal - Financial data and analytics platform
- Refinitiv - Financial market data
- FactSet - Investment research platform
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