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.

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 hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I’ve reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.

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.

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.

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 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 is already saving me serious time—and that’ll only grow. It’s the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn’t. The team is constantly improving the product based on real feedback.