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
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
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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
Meeting solution for companies
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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
$10 per 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 InformationSembly
Founded: 2019
United States
www.sembly.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
Google Chrome
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Integrations
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
Google Chrome
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