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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

Sally AI is an intelligent meeting assistant that automatically joins your online meetings, captures full transcription in over 35 languages, and immediately delivers a clean summary including key decisions, action items, and next steps. It integrates seamlessly with major conferencing tools (Zoom, Teams, Google Meet), calendars (Google Calendar, Outlook, Apple Calendar), and productivity apps (Slack, Asana, Trello, Monday.com). It features highly accurate transcription even of technical jargon, speaker-recognition, real-time task extraction with automatic assignment, built-in analytics tracking meeting outcomes, and deep integrations into CRM systems (such as Salesforce, HubSpot, Dynamics 365) and automation tools (Zapier, Power Automate) so that meeting notes, tasks, and follow-ups flow directly into your workflow.

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

Teams and professionals in search of a solution to automatically document, extract action items and integrate those outcomes into their workflow

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

$10 per 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

Sally AI
Founded: 2015
Germany
www.sally.io

Alternatives

Alternatives

Fireflies.ai

Fireflies.ai

Fireflies
focus:360 adviser

focus:360 adviser

Focus Solutions

Categories

Categories

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Apple Calendar
Asana
HubSpot CRM
Jira
Microsoft Dynamics 365
Microsoft Power Automate
Pipedrive
Salesforce
Slack
Trello
Zapier
monday.com

Integrations

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Apple Calendar
Asana
HubSpot CRM
Jira
Microsoft Dynamics 365
Microsoft Power Automate
Pipedrive
Salesforce
Slack
Trello
Zapier
monday.com
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