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.

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

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

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.

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.

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!

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!

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.

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's 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 (was great), 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 had been missing in conversations.

Great tool that all advisers would benefit from!

Talk to Marloo is here! Love it!

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!

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.

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!

I thought your app was incredible and saved me about 2-3 hours of work today. Congratulations on designing the best file note app for Advisors on the market/ Happy to join Marloo which is incredible./ Since using the Marloo app as a Financial Advisor, the efficiency, accuracy, and time savings within my practice have fundamentally changed the way I interact with my clients. I am now able to focus entirely on their goals and needs, rather than spending valuable time writing and trying to recall conversations from our meetings. The file notes are generated quickly and accurately, saving an extraordinary amount of time once each meeting has concluded. This has significantly improved both my workflow and the overall client experience. Congratulations to the Marloo team for designing what I believe is the best app available for Financial Advisors.

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

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.

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.