Case studies

See how financial advisers are using Marloo’s AI to save hours on meeting admin, onboard more clients, and deliver exceptional, personalised service

Mortgage Room transforms high-volume mortgage business with Marloo

See how Mortgage Room saves 2–3 hours a day with Marloo, doubling client appointments by automating note-taking, compliance, and loan documents – freeing the team to focus on clients

Omura Wealth unlocks rapid growth and better client service with Marloo

Discover how Omura Wealth uses Marloo’s finance-focused AI to save up to 15 hours a week, onboard more clients, and deliver a bespoke service that outperforms generic note-taking tools

How Marloo AI is giving AdviceFirst advisers less time on admin and more time on their superior client service

Discover how AdviceFirst, New Zealand’s leading financial advice firm, uses Marloo’s AI meeting assistant to improve client service, boost efficiency, and support adviser development.

How Marloo AI helps Fidenti Wealth’s financial advisers build stronger client connections

Discover how Fidenti Wealth uses Marloo AI to save an hour per meeting, improve client focus, and streamline financial adviser workflows — all while preserving a personal service experience

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