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
Rimo is a high-performance AI notetaker designed to capture, summarize, and structure meetings securely and accurately. It delivers real-time transcription and AI-powered summaries across multilingual meetings with support for 30+ languages. Rimo integrates seamlessly with popular meeting platforms like Zoom, Microsoft Teams, Google Meet, and Webex. The platform removes noise and filler words to produce clean, readable meeting minutes. Enterprise-grade security ensures no AI training on your data, with full encryption and compliance certifications. Teams can collaborate on meeting notes and insights in real time. Rimo helps organizations reduce note-taking effort while preserving clarity and decisions.
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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
Rimo is ideal for professionals, teams, and enterprises that want secure, AI-powered meeting transcription and summaries to improve collaboration, productivity, and decision-making
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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
$9/user/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 InformationMarloo
Founded: 2025
United States
www.gomarloo.com
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Company InformationRimo
Japan
rimo.app/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom
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Integrations
ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom
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