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

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!

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

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.

Marloo saves me a huge amount of time, it allows me to complete meeting summaries and send follow up emails to clients in a fraction of the time that it used to take. This allows me to achieve more in a day, making our service more efficient and faster for our clients. / God Marloo is useful mate! / Jack this is cracking stuff. I am very impressed with how intuitive Marloo is. It has interpreted my handover incredibly well, so well I am actually slightly confused how it has done it / Good catch up today Jack, thank you for your time, you guys are building a spectacular product!/ It is clear and concise and from my experience of AI offerings so far in the financial advisory market, I would choose this one in a heartbeat. I can see where you want it to go, and I am sure it will be great.

It was awesome, I am completely sold it made my life so much easier. I am looking forward to seeing how this platform develops over the future.

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

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.

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

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

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.

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.

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

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!

It's so refreshing to finish a meeting and have all the notes captured perfectly, with documents generated quickly and easy to understand. I used to leave meetings feeling exhausted at the thought of writing up notes and completing reports. Now I leave feeling energised and ready for the next meeting. A great bonus is how my team can go into the meeting record and ask Marloo questions like, 'Did Matt ask this?' So when I'm back in the office, they're not bombarding me with follow-ups. Instead, they're saying, 'Hey, you mentioned doing X, would you like me to arrange that?' It's absolutely awesome. Marloo has made our advice process faster, simpler, and more collaborative.

Great tool that all advisers would benefit from!

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.

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.

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

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 document 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!