Greenwich AIMGreenwich Associates
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Related Products
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About
Companies around the world are introducing ESG and sustainability goals into corporate finance and treasury functions. As they do, corporate banks have a valuable opportunity to deepen client relationships and win new business by helping companies understand the role ESG can play in these functions and advising them on how to implement ESG standards. Faced with increasingly fast and complex markets and constrained by budget limitations, asset owners are asking their asset managers for insights, advice and enhanced levels of service. Asset managers are responding by enhancing client centricity to retain and attract clients in an increasingly competitive market. We are a leading global provider of strategic benchmarking, analytics and insights to the financial services industry. We are part of CRISIL (an S&P Global company), a leading global analytics company.
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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
Financial companies in need of a strategic benchmarking and analytics solution
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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 InformationGreenwich Associates
www.greenwich.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
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
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Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
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