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.
"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 …
"Marloo tackles the relentless post-meeting admin and compliance burden head-on. I've reclaimed hours every single week, fundamentally shifting my focus from tedious tasks back to high-value client strategy. It's indispensable."
"Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it’s 20 minutes, with more clarity and the full client history itemised right after the call. …
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