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About

Amie is an AI-powered productivity app that transforms meetings into useful outputs and automates workflows by capturing, transcribing, summarizing, and organizing discussions, action items, calendars, tasks, and emails in one unified interface. It records meetings across major video platforms without needing a bot participant, separates speakers, supports many languages, and lets you pause recordings or take private notes for context in summaries. Amie’s AI assistant integrates with Google and Apple calendars, Gmail, Slack, Notion, Hubspot, Pipedrive, and other tools so summaries, tasks, and calendar items stay in sync across systems. Users can schedule via natural language, drag and drop events and to-dos, convert emails to tasks, and ask the AI to draft follow-ups, update meetings, or adjust schedules. Amie also offers shared pages of meeting context that colleagues or customers can view like documents, smart automated workflows from summaries, and an AI chat that understands you.

About

Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals, teams, and anyone who wants to automatically capture and organize meeting content, calendars, tasks, and communications with AI to save time and reduce busy work

Audience

Financial advisers and wealth management professionals seeking a tool to automate meeting prep, note-taking, document creation, search, and compliance-aware client workflows so they can spend more time advising and less on admin

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Amie
Founded: 2020
Germany
amie.so/

Company Information

Marloo
Founded: 2025
United States
www.gomarloo.com

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Categories

Categories

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
Greenhouse
HubSpot CRM
Linear
Microsoft Outlook
Notion
Personio
Pipedrive
Remote
Slack

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
Greenhouse
HubSpot CRM
Linear
Microsoft Outlook
Notion
Personio
Pipedrive
Remote
Slack
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Claim Amie and update features and information
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