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Marloo is an AI assistant transforming how financial advisers work. Marloo is built for collaboration. Advisers can securely share meeting notes with paraplanners, administrators, or other advisers, ensuring the entire team operates from a single source of truth. This is enhanced by the ability to add contextual notes – whether dictated by voice, uploaded as a document, or typed – to any meeting file. This creates a holistic client record, ensuring everyone on the team is working from the most complete information, all within a platform designed for the rigors and security demands of regulated financial advice.
"Every industry system we've ever worked with has already been built and then they come and ask for feedback. So you go, 'No, this is awful.' Whereas Marloo is going, …
"Marloo has been the most accurate AI solution that I have used. I've trialled many before but it allows me to track all the intricacies of my complex and diverse …
“The fun part of my work is actually connecting with the clients and doing the recommendations and the advice. With Marloo more of my day is spent doing things that …
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