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
Speechara is an AI meeting assistant for live transcription, translation, notes, summaries, and follow-ups. It helps people follow and remember meetings, calls, interviews, lectures, and multilingual conversations. Speechara provides real-time speech-to-text transcription and synchronized translation, then generates summaries, key points, decisions, action items, deadlines, and searchable notes. It works alongside Zoom, Google Meet, Microsoft Teams, Webex, and other desktop apps by capturing system or microphone audio without joining as a meeting participant. Users can search their conversation history across transcripts, translations, summaries, and suggested replies. Speechara is available on the web, macOS, and Windows.
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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
International professionals, remote and multilingual teams, founders, consultants, managers, sales teams, recruiters, students, interviewers, and organizations that need live transcription, translation, searchable meeting notes, summaries, and action items.
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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 VideosNo images available
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Pricing
$99 per month
Free Version
Free Trial
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Pricing
$0
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 InformationSpeechara
Founded: 2026
United States
speechara.ai/
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Alternatives |
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Categories |
Categories |
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Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Google Calendar
Microsoft Outlook
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Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Google Calendar
Microsoft Outlook
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