Marloo isn't just customisable; it's a reflection of you. It produces notes and documents that resonate with your exact tone, preferred structure, and unique formatting, transcending generic summaries. Through advanced, customisable templates, you define precisely how your notes are captured and presented – reflecting your individual style and needs down to the last detail.
You'll never edit meeting notes again. Even better, creating templates that sound just like you is simple: use our defaults, start from scratch, or let Marloo's AI describe your requirements.
Marloo doesn't just summarise meetings; it understands the advice business. It leverages a client’s comprehensive context - including meeting transcripts, fact-finds and valuations to risk questionnaires, goals, and all past interactions - to generate highly tailored documents. The result isn’t just accurate; it’s perfectly suited to each client's unique financial situation.
With this deep understanding, you can deliver consistent, personalised, and proactive advice. You'll have instant access to an evolving client journey, all in one place, ensuring every piece of advice is precise and impactful.
Marloo’s AI is designed to make your post-meeting work effortless. Once your meeting is uploaded and summarised, or you have a document you need to interrogate, simply go to Ask Marloo AI to turn your client context into instant answers.
With a single question, you can:
We are product-led. We build rapidly, never compromising on quality. Our goal is to shift advisers from 'doers' to 'reviewers.' By automating administrative tasks, Marloo unshackles advisers from their desks and puts them back at their clients' side, focusing on strategic relationships and growth.
We built Marloo by listening. We knew note taking was a common pain point, but the specific frustrations varied. This insight shaped our mission: to develop a solution that adapts to the unique needs of each individual adviser, which is why Marloo has quickly become the AI assistant of choice for individual advisers and large firms alike, with rapid adoption across the United Kingdom and Australia. It's also loved for its design, simplicity and onboarding speed.
If you're a Financial Adviser contemplating an AI product, consider Marloo. It might just be the best decision you make to save time every day, so you can spend more time doing the things you love.
For financial advisers eager to save time and enhance their client service, Marloo offers a free trial, with no card details required. For more information, visit www.gomarloo.com.
