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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.

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.

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

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

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

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

$99 per month
Free Version
Free Trial

Pricing

$9/user/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

Marloo
Founded: 2025
United States
www.gomarloo.com

Company Information

Rimo
Japan
rimo.app/

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Categories

Categories

Integrations

ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom

Integrations

ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom
Claim Marloo and update features and information
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