Related Products
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About
Bubbles is an AI-powered notetaker and async collaboration platform designed to eliminate unnecessary meetings and boost productivity. It automatically joins Zoom, Microsoft Teams, or Google Meet calls to record, transcribe, and summarize discussions with key action items. Users receive instant summaries, to-do lists, and video highlights that make follow-ups effortless. Beyond meetings, Bubbles enables rich asynchronous communication through screen recordings, voice replies, and time-stamped video comments. All meeting notes and recordings are securely organized in one collaborative workspace for easy access and sharing. With Bubbles, teams stay aligned, save time, and focus on meaningful work instead of endless calls.
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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
Remote teams, project managers, and professionals seeking an AI-powered solution for meeting summaries, collaboration, and async communication efficiency
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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
$12/member/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 InformationBubbles
United States
www.usebubbles.com
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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
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Facebook
Google Calendar
Google Chrome
Microsoft 365
Microsoft Outlook
Twitch
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Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Facebook
Google Calendar
Google Chrome
Microsoft 365
Microsoft Outlook
Twitch
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