Creating accurate and timely file notes is a critical part of every financial adviser’s workflow. But let’s be honest—it’s also one of the most time-consuming.
Many advisers have experimented with tools like Otter or even ChatGPT to speed things up. And while these tools can transcribe and summarise conversations reasonably well, they come with two major drawbacks:
If you’re looking for a tool that understands both your workflow and your compliance obligations, it’s worth checking out Marloo.
Marloo was designed specifically for financial advisers. It’s SOC 2 compliant, highly secure, and built to handle sensitive information with the privacy standards our industry demands.
Getting started with Marloo is simple:
That’s it. Marloo can automatically join client meetings (via Microsoft Teams or Zoom), transcribe the conversation, and generate a professional-grade file note within minutes. You can choose when Marloo is present—it’s easy to turn on or off as needed.
Not every meeting happens online, and not every adviser wants an AI bot in the room. Marloo works just as well for in-person meetings or meetings you’ve already recorded.
You can upload:
Marloo supports all meeting types—online or in-person—and still delivers a clean, compliant file note that saves you hours of admin.
Once you’ve signed up for Marloo, you can connect your Microsoft 365 calendar (or Google Calendar). This lets Marloo automatically detect your client meetings and gives you the option to invite it to join.
Whether it’s a Microsoft Teams call, a Zoom meeting, or a conversation in person, Marloo is flexible. If it’s a virtual meeting, you can invite Marloo to join automatically. For in-person meetings, you can record the audio or upload a transcript afterward.
After the meeting, Marloo creates a full, accurate transcript. This means no more scribbled notes or trying to remember what was discussed days later—it’s all there, verbatim.
Here’s where Marloo shines: you can set up a custom template that matches your firm’s exact file note format. Whether that includes headings like “Client Objectives” or “Recommended Next Steps,” Marloo fills it out automatically—no copying and pasting required.
Need to follow up with a client? Ask Marloo to draft a summary email, highlight the key decisions made, or flag follow-up actions. You can chat with it directly, just like you would with a human assistant—except it’s trained on your meeting and already knows the context.
Q: Do I have to use Marloo in every meeting?
Nope. You can choose which meetings Marloo joins by toggling it on or off in your calendar. It’s completely under your control.
Q: What if I meet clients in person?
You can upload a recording from your phone, or even upload a Teams/Zoom transcript if you recorded it separately. Marloo works for all meeting types.
Q: Is my client data safe with Marloo?
Yes. Marloo is SOC 2 compliant and built to meet the strict privacy and data handling standards required in financial services. Everything is encrypted, and your data stays private.
Q: Can I customise how file notes are formatted?
Absolutely. You can create your own template (or use your firm’s existing one), and Marloo will automatically structure your notes to match.
Q: Does it work with Microsoft tools?
Yes—Marloo integrates directly with Microsoft 365 and works seamlessly with Teams, Outlook, and your calendar.
If you’re a financial adviser looking to reduce admin without cutting corners on privacy or compliance, Marloo might be exactly what you need. Try it out, and you might find yourself spending less time typing—and more time advising.
