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!

We initially engaged Marloo with a clear goal: to help our team deliver a better client experience and outcome. Our business case focused on freeing up time by streamlining administrative tasks, we estimated a saving of 15 minutes per meeting. With over 550 meetings a month, that adds up to a significant shift in how we can spend time where it really matters with our clients. Working with the Marloo team has been a pleasure. Their tool is focused, adaptable, and genuinely designed to make you more productive. But what has really stood out is how much more it has offered our team. Beyond the efficiency gains, it’s sparked a culture of learning, curiosity, and deeper engagement. Our people feel more equipped and energised, and client interactions have become more meaningful as a result. What started as a tool to save time has turned into a solution that’s elevated how we work.

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 has completely transformed how I work. It feels like having an extra team member who takes notes, summarises meetings, drafts emails, and captures action items while I stay focused on my clients. I’m saving at least two hours every day, and my notes are clearer and more accurate than ever. It is so easy to use, I recommend it to anyone who wants to streamline their workflow, not just 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.

It’s hard to explain the relief Marloo brings. It didn’t just save time on admin; it transformed the most dreaded part of my day into something quick and delightful. I used to feel like I was on a treadmill of meeting notes and compliance paperwork—just to keep up. Now, I’ve reclaimed hours every week. We’re increasing client capacity without increasing overheads. The ROI is undeniable. I genuinely love how much easier it makes my job feel.

Marloo is already saving me a considerable amount of time—and I know that’ll only grow. It’s the first AI notetaker that actually fits how my business works. The ability to customise what it picks up and how it summarises is a game changer. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn’t. On top of that, the team’s responsiveness, especially Shak’s, has been outstanding. They’re constantly improving the product based on real feedback.

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.