I am genuinely very very impressed with the tool you have built. Over the long-run, I have no doubt that your tool will be even better - The quality of output in doc gen far exceeds what I've seen and I barely have to make any amendments

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 love your service!

I loved it! Usually what would take me 30 minutes, Marloo did in 30 seconds. Will definitely continue to use Marloo

Leverage Pie Funds brand if you need – we are super impressed.

I am LOVING the templates and how accurate the information is. I can download the PDF files easily and upload these to our GEM system.

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

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

Marloo is proving a great tool. Quick and accurate summaries follow from meetings and importantly, this AI support is readily accepted by our mainly professional clientele.

We're loving Marloo so far. It's excellent. Excited to see what else it can do for us.

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 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.

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

I know we haven't met yet but I have been using Marloo since May. Recently I completed an online workshop with someone who used Read.ai record the meeting and make notes that were sent out to all of us. I got creative and copied the transcript into Marloo to see the difference in the output, I was staggered. Marloo was concise, clearly set out and abundantly more useful to me than the mess that had come out of Read.

Shak - I am loving it it's a game changer.... It's scarily accurate with regards to capturing notes and action points....

Marloo has solved a lot of issues around record keeping in our business, improved communication between advisers and support staff plus saved time in preparing notes/emails and reports/ Excellent – a real game changer for my record keeping and summaries for clients needs. First time was easy – I've a feeling I'll just get better and even more efficient.

A huge congratulations to the Marloo team! Advisors are telling us that the time your solution saves them is invaluable, as it allows them to spend more time in front of customers, where it really counts. This is a fantastic achievement and a great example of innovation driving impact. Well done!

I have used everything from paper to a whiteboard for over 14+ years as an adviser, so genuinely mean it when I say "game changer"!

Great tool that all advisers would benefit from!

Want a tool that helps you provide better quality advice by lessening the mental capacity that note taking through reviews used to take then look no further! Marloo has refined and improved my advice process and it helps keep me compliant for the FMA. Such a useful tool. You'd be silly not to implement Marloo if you're looking to stay ahead of the game in the finance industry. / I actually did a teams with a fellow adviser yesterday cause they wanted to know why I like and use Marloo.