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Marloo

Read 11 Marloo reviews and testimonials from customers, explore 6 case studies and customer success stories, and watch customer videos to see why companies chose Marloo as their Team Collaboration Software

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.

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Customer Rating Review Score based on 306 reference ratings
4.7/5.0 (306)

11Testimonials

  • "Marloo has really transformed the way we do things and made note taking and record keeping a breeze. It has probably freed up somewhere between 5-10 hours in our business …

    Kevin Smee Director

  • "Marloo is like having another staff member sit in on the meeting, leaving me able to build rapport with clients, talk about their families and get to know them. Everything's …

    Paul Fuller Director

  • "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 …

    Terry Vogiatzis Founder
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6 Case Studies

  • How Marloo AI helps Fidenti Wealth’s financial advisers build stronger client connections

    Andy Thompson Financial Adviser

  • Mortgage Room transforms high-volume mortgage business with Marloo

    Paul Fuller Director

  • EXE Capital Management is growing its business from the ground up with …

    Scott-Hopkins Chartered Financial Planner and Co-Director
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Additional Marloo Information & Resources

Read Marloo Reviews, Testimonials & Customer References from 11 real Marloo customers.

Browse Marloo Case Studies, Customer Success Stories, & Customer References from 6 businesses that use Marloo.

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