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Marloo Case Studies

  • Omura Wealth saves up to 15 hours a week with Marloo

  • Pie Funds adviser saves 7 hours a week with Marloo

    Simon Hepple Wealth Adviser
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  • Jump
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    4.8 / 5.0
    Customer References 31 total
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    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

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  • Zocks
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    4.8 / 5.0
    Customer References 53 total
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    Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host …

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  • Sandglaz
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    4.7 / 5.0
    Customer References 6 total
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    Sandglaz manage all of your life's todo's from a single page, Sandglaz manages all the task in one place. Sandglaz comes directly out of their passion for a simpler, more …

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