Case studies
See how financial advisers are using Marloo's AI to save hours on meeting admin, onboard more clients, and deliver exceptional, personalised service
Everest Wealth cuts SOA creation from 8 hours to 45 minutes with Marloo's AI document generation
Statement of Advice creation time slashed dramatically, enabling 20% increase in monthly client capacity
Read the story
Lifetime Financial Management and Planning cuts paraplanning costs by up to £10,000 with Marloo
Matt Jenkins' practice of about 100 families is slashing admin time and costs through AI-powered document generation and meeting note automation.
Read the story
Throgmorton Private Capital adviser saves two hours per client and does his own paraplanning with Marloo
Regional Director Philip Thrower uses Marloo's AI to handle annual review letters, fund analysis, and paraplanning—saving roughly two hours per client review without outsourcing admin work.
Read the story
Peak Financial Services saves up to 80+ hours per week with Marloo's AI translation and document generation
Gary Palmer, director of Peak Financial Services, shares how Marloo's AI meeting assistant handles his firm's bilingual needs, with advisers saving up to two hours per client through seamless translation and automated document generation.
Read the story
Aequus Wealth Management cuts suitability letter creation time in half with Marloo's AI document generation
Paraplanner and financial adviser reduce document creation workload, freeing time for client relationships and business growth.
Read the story
Marloo brings back purpose over paperwork for private wealth practice Sun Foster
Michelle Kelly believes that with Marloo, Sun Foster can confidently support more clients than they originally planned — while preserving the high-touch, human advice experience they are known for.
Read the story
How Marloo AI helps Fidenti Wealth's financial advisers build stronger client connections
Discover how Fidenti Wealth uses Marloo AI to save an hour per meeting, improve client focus, and streamline financial adviser workflows — all while preserving a personal service experience
Read the story
How Marloo AI is giving AdviceFirst advisers less time on admin and more time on their superior client service
Discover how AdviceFirst, New Zealand's leading financial advice firm, uses Marloo's AI meeting assistant to improve client service, boost efficiency, and support adviser development.
Read the story
Omura Wealth unlocks rapid growth and better client service with Marloo
Discover how Omura Wealth uses Marloo's finance-focused AI to save up to 15 hours a week, onboard more clients, and deliver a bespoke service that outperforms generic note-taking tools
Read the story
Mortgage Room transforms high-volume mortgage business with Marloo
See how Mortgage Room saves 2–3 hours a day with Marloo, doubling client appointments by automating note-taking, compliance, and loan documents – freeing the team to focus on clients
Read the story
The 'Nuclear Bomb' of financial advice tech: Pie Funds adviser saves 7 hours a week with Marloo
Pie Funds adviser Simon Hepple says Marloo has transformed his work—saving hours of admin each week, creating sharper file notes, and freeing him to focus on meaningful client relationships.
Read the story
Blacktower UK adviser wins new clients with "infinitely superior" Marloo AI notes
See how Blacktower Financial Management uses Marloo to automate admin, deliver faster client notes, and gain a competitive edge in financial advice.
Read the story
EXE Capital Management is growing its business from the ground up with Marloo as its AI partner
EXE Capital leverages Marloo's AI to scale high-touch financial advice, cut costs, speed onboarding, and focus on clients
Read the storyYour calling is advice,
not admin
Try Marloo for your next meeting – it's completely free to get started.
Try Marloo for freeBook a free demo
© 2026 Marloo. All rights reserved.