Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.
Absolutely not. We believe in human led advice. Your value has never been in doing admin work – it's by being client facing and building great relationships.
No - we don't sell client data. Our only focus is on helping advisers eliminate their manual back office tasks.
Yes! You can easily upload meeting templates or client data to Marloo at any time.
Absolutely. Our AI goes beyond simple meeting summaries. We tailor our product to your firm's specific practices, ensuring notes are captured in your unique style and level of detail.
Not at all – in fact most advisers get fully set up in less than 10 minutes.
Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!
Yes, Marloo Teams allows you to manage your team and streamline your practice. Features include adding/removing team members, setting permissions, managing billing and templates, and monitoring compliance.
Marloo's AI empowers you to create accurate, compliant file notes with greater efficiency. Our advanced language models generate drafts, but you retain ultimate responsibility for reviewing, editing, and finalising the documents.
Transparency and client control are paramount. Marloo allows you to configure prompts to obtain explicit consent before recording any client interaction. This consent is securely documented within the system, ensuring compliance and maintaining trust.
Marloo streamlines compliance, giving you greater efficiency and control. Our AI identifies required disclosures and understands the intent behind client/adviser statements, ensuring nothing is missed. You can even add custom language to notes for precise documentation. Marloo Teams takes this further with firm-wide oversight, moving you from sample-based compliance to 100% coverage, reducing risk, and saving valuable time.
Marloo integrates with Outlook or Google calendar – and you can take calls on any meeting platform, including Zoom, Google Meet, Microsoft Teams, Webex and more. We can also cater to custom integrations with any other tool you might use.
We have offices in Sydney, Australia and London, United Kingdom.
It’s a nod to our co-founder Hardy's childhood. He learned to sail in an Optimist dinghy named Marloo – and the name stuck!
