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About

Demi is an all-in-one AI assistant for client-facing professionals, built to sort your inbox, auto-draft replies, transcribe meetings, update your CRM, and handle more of the busywork that gets in the way of selling. It works directly inside existing email clients like Gmail and Outlook with zero setup time, helping users bring Demi into their workflow in just a few clicks. Demi organizes every conversation by deal stage and urgency, so you always know what needs attention and what can wait. It prepares thoughtful replies and follow-ups in your voice, ready for a quick review before you hit send, and simplifies scheduling by pulling your availability, preparing the invite, and getting meetings booked in a click without the back and forth. Meeting transcriptions can be enhanced into ready-to-review follow-ups, so next steps are prepared without lifting a finger.

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

Account executives managing active deal conversations who need an AI assistant to prioritize inboxes, draft follow-ups, schedule meetings, and reduce sales admin 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

$38 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

Demi
United States
www.demi.ai/

Company Information

Marloo
Founded: 2025
United States
www.gomarloo.com

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Categories

Categories

Integrations

Microsoft Outlook
Cisco Webex
Gmail
Google Calendar
Google Meet
HubSpot CRM
Microsoft Teams
Salesforce
Slack
Zoom

Integrations

Microsoft Outlook
Cisco Webex
Gmail
Google Calendar
Google Meet
HubSpot CRM
Microsoft Teams
Salesforce
Slack
Zoom
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