How to collaborate on financial insights and share data visualizations across teams in real-time

This task can be performed using Zola Analytics

Best product for this task

Zola Analytics

fintech

Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the tedious Bloomberg-to-Excel-to-PowerPoint workflow by combining hundreds of data sources with AI-powered chart generation. Teams can create, collaborate on, and share professional-grade financial insights in seconds instead of hours.

Financial AnalysisFinanceFintechBusinessChartsAI AgentAsset ManagementFinancial ResearchReportsChartpacks

Discover Zola Analytics

Read Reviews

What to expect from an ideal product

1. Create charts and reports instantly using plain English commands instead of spending hours manually building visualizations in Excel and PowerPoint
2. Share live dashboards that update automatically so your entire team sees the same current data without sending outdated files back and forth
3. Work together on the same analysis simultaneously with team members able to add comments, suggestions, and edits in real-time
4. Access hundreds of financial data sources in one place so everyone pulls from the same reliable information instead of using different databases
5. Generate professional presentations ready to share with clients or executives in seconds, eliminating the usual back-and-forth review cycles