Marloo
AI Assistant for Financial Advisers
During the meeting,
Marloo takes notes for you, so you can focus
Connect your Outlook or Google Calendar and Marloo can join any meeting platform of your choice. Or use the mobile app to record in-person meetings
Ask about meeting recording
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Join Any Platform
Teams • Zoom • Google Meet • In-Person
Real-time Intelligence
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Marloo can join any meeting platform
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Use the app to record in-person or phone calls
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Marloo identifies who's talking in real time
$99
per adviser per month
Support staff are free
Streamline Workflows
Automate note-taking • Compliance • Client management
Smart Analytics
Insights • Trends • Performance tracking