Related Products
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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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About
Proactor AI is the first proactive AI teammate that joins meetings in real time to transcribe conversations, identify speakers, and actively assist rather than just listen. While you talk, it generates live summaries, highlights key insights, detects and assigns action items, and even suggests ideas and next steps based on the discussion, all without needing prompts. It retains memory across sessions, enabling you to ask questions like “What did we decide last week?” or retrieve context from previous meetings. Proactor also conducts real-time research, fetching relevant information and resources on the fly as discussions unfold. With built-in tools for task tracking, insights, and one-click idea generation, it dramatically reduces follow-up work and boosts meeting efficiency, saving users around 30 minutes per meeting.
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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 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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Audience
Busy professionals and team leaders seeking a solution that listens, decides, and acts
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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
$99 per month
Free Version
Free Trial
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Pricing
No information available.
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 InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Company InformationProactor
United States
proactor.ai/
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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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