Related Products
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About
Cogram takes automatic notes in virtual meetings and identifies action items, while keeping your data private and secure. Don't lose time writing notes and action items, focus on understanding your lead or customer. Cogram tracks action items, summarises your meetings, and can sync key information to your CRM, saving you hours every week. Cogram meeting notes and summaries improve knowledge sharing throughout your company. Fewer, smaller meetings; fewer follow-ups, higher productivity. Use Cogram to transcribe, summarise, and extract key information from long recordings, such as earnings calls, webinars, or public hearings. Cogram uses state-of-the-art AI to generate high-quality minutes, identify action items, and summarise your meetings.
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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
Businesses searching for a powerful Meeting solution that takes automatic notes
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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
No information available.
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 InformationCogram
Founded: 2021
Germany
www.cogram.com
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Company InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Alternatives |
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Categories |
Categories |
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Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook
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Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook
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