Just a quick note to say how incredibly happy I am with Marloo right now. I just generated a quick response to a client query relating to an SoA I presented that would have taken me anywhere from 30 to 60 minutes to write up properly and I had a very usable draft in about 10 secs with Marloo. Just incredible, thank you!

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.

Fantastic system, provides me reassurance I am doing the correct stuff for our clients. Amazing tool

We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it’s done more than save time—it’s sparked curiosity, energised our team, and deepened client relationships. It’s transformed how we work.

The output was fantastic! It's incredibly helpful to see everything captured so clearly and it really helps to highlight any areas I might have missed or could improve on. As a relatively new adviser, having that kind of immediate feedback is so valuable. It's definitely going to speed up processes, such a game changer! I am really looking forward to using it more.

It’s hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I’ve reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.

I used it twice today, notes taken. It exceeded my expectations and clients will also impressed. Once I get the review templates sorted, this is going to be an important tool for financial planning. / I am loving this software. It next level. / Can you believe I am speaking to a competitor about your company. They have asked me to show them a demo. I demoed it to an old friend and now they all want to come on board. / I honestly love it. If there's anything in my career today that's changed my world the most, this is it. Seriously, I'm not saying that just to fluff you up - I was a bit dubious at first because I didn't know whether the idea of actually having someone listening in, and I thought clients might be a bit more guarded with what they say. Not only has that not taken place, but I've realized how much I'm missing in conversations.

Brother I love Marloo, it's a bloody legend not unlike our Glorious Crusaders. Now I know how to use it, I'm all over it like a tall dog, guess I need to start paying you chaps some dough / Yes mate use as much quote as you like. Just producing those summaries is such a saving of time and using so many templates including our own is wonderful, its all about giving me back time. Priceless, thanks mate

The way that Marloo can take a template and create its own version in a few minutes is absolutely brilliant. From using both approaches it definitely benefits to really perfect the template and instructions within the template. I've found if you get this right then there is very little that required editing or things to ask Marloo to adjust.

It is leaps and bounds on anything else that I've seen.

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 each week so we can spend more time with clients and growing our business.

We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customisable templates are a gamechanger and so easy to use. We've moved the whole Financial Planning team to Marloo.

Worked perfectly, thank you Hardy. Once uploaded, I then went to Ask Marloo AI and asked it to provide a full breakdown of their cash accounts, which it did perfectly. I then just copied and pasted that into the summary. Very, very easy. You guys have built an incredible product!

I am blown away with how good it is. Looking forward to my business partner getting a trial when he is back from his travels in a week or so / Beyond anything I could have hoped for

This AI system is life changing. Whilst I am still in the learning stages of use, I am blown away by the potential capabilities and time saving the system allows.

It was epic. You should be proud of what you have built, it is super easy to get set up and it caused a real stirr around the office.

It will be a real gamechanger for the advisers in our business / I am recommending it to anyone who will listen – Liam has been great

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, and she will have it sitting in her inbox before she even arrives home!

Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it’s 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You’ve got a client for life.

Marloo is already saving me serious time—and that’ll only grow. It’s the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn’t. The team is constantly improving the product based on real feedback.