Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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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
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Free Version
Free Trial
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Pricing
$99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAmie
Founded: 2020
Germany
amie.so/
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Company InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
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Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
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