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

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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  • 6 Case Studies View
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Customer Rating Review Score based on 164 reference ratings
4.8/5.0 (164)

11Testimonials

  • “We're always looking at new systems that make our lives easier and client connections smoother. Marloo sits there discretely - clients don't really notice it. They're getting the full experience …

    Andy Thompson Financial Adviser

  • “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 …

    Simon Hepple Wealth Adviser

  • "Marloo is absolutely amazing, I am so impressed with it! I asked Marloo to summarise an email to the client and I was able to send it off straight away, …

    Alison Lissington Financial Adviser
10 more testimonials currently locked

6 Case Studies

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

    Scott-Hopkins Chartered Financial Planner and Co-Director

  • Mortgage Room transforms high-volume mortgage business with Marloo

    Paul Fuller Director

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

    Andy Thompson Financial Adviser
5 more case studies currently locked

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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