Related Products
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About
Lightfield is a next-generation, AI-driven customer relationship management (CRM) platform that captures, organizes, and analyzes every customer interaction without manual data entry, automatically updating records with emails, meetings, support tickets, and other touchpoints to keep a full, lossless relationship timeline. It eliminates the need for traditional CRM data entry by ingesting meetings, emails, calendars, and ticketing systems, and constantly refreshing your CRM so you never lose context or miss a follow-up, helping teams refine their approach with each conversation. It lets users query their CRM in plain language and includes agent-style tools that can take action after meetings using full relationship context. Lightfield also offers features such as automatic meeting prep, video recording, transcription, automated follow-ups, a collaborative workspace for task assignment and comments, and a data model that evolves with your business.
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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
Founders, small go-to-market teams, and startups that need an AI-driven CRM to automate customer interaction tracking and actionable insights
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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
$36 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 InformationLightfield
Founded: 2020
United States
lightfield.app/
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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
Cisco Webex
Google
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Slack
Zoom
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Integrations
Cisco Webex
Google
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Slack
Zoom
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