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

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.

Fantastic system, provides me reassurance I am doing the correct stuff for our clients. Amazing tool

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.

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.

We are loving Marloo - this is a big game changer for our business.

It's been a game changer for us. The next step is to tailor the templates to align more with our approach and process. The product enhancements are valuable to us.

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.

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.

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!

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 has solved a lot of issues around record keeping in our business, improved communication between advisers and support staff plus saved time in preparing notes/emails and reports/ Excellent – a real game changer for my record keeping and summaries for clients needs. First time was easy – I've a feeling I'll just get better and even more efficient.

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

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 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.

I am LOVING the templates and how accurate the information is. I can download the PDF files easily and upload these to our GEM system.

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!

I am blown away with how good it is. Looking forward to my business partner getting a trial when he is back from his travels in a week or so / Beyond anything I could have hoped for

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

A huge congratulations to the Marloo team! Advisors are telling us that the time your solution saves them is invaluable, as it allows them to spend more time in front of customers, where it really counts. This is a fantastic achievement and a great example of innovation driving impact. Well done!