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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

Sembly SaaS solution that enables managers and teams to records, transcribes and generates smart meeting summaries with meeting minutes. Works with Zoom, Google Meet, Microsoft Teams, and others. Sembly is available in English across Web, iOS & Android mobile apps. The smartest AI meeting assistant that helps easily review & share meeting takeaways, meeting records and transcriptions. Turns your meetings into searchable text, highlights key discussion moments, creates notes and summaries. Use Sembly Team to unlock powerful AI analytics to help you and your team achieve more, while attending less! Sembly automatically syncs to your calendar to join and record all your scheduled meetings on all major conferences platforms. This reduces the need to take notes on-call. You can review what was said, search through all your meetings, and share key items with your team members or friends. You can review what was said at a particular meeting or search for it in all of your meetings

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

Meeting solution for companies

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

Sembly
Founded: 2019
United States
www.sembly.ai/

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions
Fireflies.ai

Fireflies.ai

Fireflies

Categories

Categories

Artificial Intelligence Features

Chatbot
For eCommerce
For Healthcare
For Sales
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Meeting Features

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Speech Recognition Features

Audio Capture
Automatic Form Fill
Automatic Transcription
Call Analysis
Concatenated Speech
Continuous Speech
Customizable Macros
Multi-Languages
Specialty Vocabularies
Speech-to-Text Analysis
Variable Frequency
Voice Recognition

Transcription Features

AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding

Integrations

Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
Google Chrome

Integrations

Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
Google Chrome
Claim Marloo and update features and information
Claim Marloo and update features and information
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Claim Sembly and update features and information