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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.
"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 …
"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."
"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, …
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