Change a template with Marloo

Before a meeting,
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Marloo catches you up on your previous notes

Marloo helps you prepare for every meeting you have, by giving you summaries of previous conversations, so you can always walk in prepared
Syncs with Outlook or Google Calendar
Catches you up on previous meetings
Switch Marloo on / off for any meeting instantly

During the meeting,
Marloo takes notes for you, so you can focus

Marloo can join any meeting platform of your choice, or use the mobile app to record in-person meetings
Marloo can join any meeting platform
Use the mobile app to record in-person or phone calls
Marloo transcribes each speaker in real time

After the meeting,
Marloo automatically creates a summary

After the meeting, Marloo generates a file note in minutes, written in your tone of voice
Automatically generates accurate files notes
Use custom templates to get perfect formatting
Easily generate follow-up emails and action items
Meeting summary
Generated with Marloo AI

1. Financial Position Overview

Portfolio: Sarah's portfolio is currently valued at $1.1 million, representing a 7% increase YTD. It is well-diversified across equities (70%), fixed income (20%), and alternative investments (10%), aligning with her high-growth strategy and risk tolerance.

Cash Reserves: Her readily accessible cash reserves are currently $40,000, which is below the recommended 3-6 months of living expenses (estimated at $60,000 - $80,000).

Recommendation: Discussed the importance of increasing her cash reserves to at least $60,000 to provide a buffer for unexpected expenses and maintain financial stability.

2. Goals and Objectives Review

Long-term growth: Achieve an average annual return of 8% on her investment portfolio over the next 10 years.

Portfolio stability: Maintain a diversified portfolio with a risk profile that aligns with her long-term goals and risk tolerance.

Sustainability: Incorporate ESG (Environmental, Social, and Governance) factors into her investment strategy.

Your calling is advice,
not admin

Try Marloo for your next meeting – it’s completely free to get started.
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Frequently asked quesitons

Who is Marloo for?

Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers. Β 

Does this replace me as an adviser?

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.

Will you sell my data or use it for training?

No - we don't sell client data. Our only focus is on helping advisers eliminate their admin.

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Can I use meeting templates and client data I already have outside of Marloo?

Yes! You can easily upload meeting templates or client data to Marloo at any time.

Can AI really take notes like I would?

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.

Is it hard to set up?

Not at all – in fact most advisers get fully set up in less than 10 minutes.

Can I chat with Marloo?

Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!

Can I create and manage a team?

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.

How do you mitigate against errors when creating notes?

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.

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How do you handle and store client consent?

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.

Will my compliance officer approve this?

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. Β Marloo Teams takes this further with firm-wide oversight, moving you from sample-based compliance to 100% coverage, reducing risk, and saving valuable time.

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Where are you based?

We have offices in Sydney, Australia and London, United Kingdom.

Where does the name Marloo come from?

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!