Focus on clients not paperwork

“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.”

Aaron D'Souza

Director, LESA Financial

“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.”

Will Powis

Financial Adviser, Wisely Finance

“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.”

Terry Vogiatzis

Director, Omura Wealth Advisers

“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.”

Georgie Miles

COO, Advicefirst