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
Votars is an AI-powered, multilingual meeting assistant that captures live speech or uploaded audio and instantly delivers real-time transcripts, speaker identification, and summaries in a structured format. Supporting 74 languages with up to 99.8% accuracy, it generates actionable outputs like Q&A, action items, mind maps, slides, and documents with a single click. It integrates seamlessly with Zoom, Google Meet, Microsoft Teams, and calendar systems (e.g. Google, Outlook), automating recording and transcription workflows. Ideal for meetings, interviews, lectures, podcasts, or accessibility use cases, the platform organizes transcripts, enables sharing and collaboration, and ensures data security through SOC 2, SSL, and GDPR compliance. With a user-friendly interface, Votars streamlines notetaking and transforms conversational audio into polished insights without manual effort.
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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 teams and professionals needing a tool providing transcription, translation, and summarization of multi-speaker conversations directly from meetings and audio files
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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
$8 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 InformationVotars
Japan
votars.ai/
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Categories |
Categories |
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Integrations
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
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Integrations
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Cisco Webex
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