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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

Workforce AI gives small businesses AI employees that help with meetings, email, scheduling, client follow-up, and recurring work. An AI employee can join Zoom meetings as a visible participant, capture notes and transcripts, draft follow-up messages, create action items, help schedule next steps, and carry approved work across connected tools. Shared client context helps the AI remember conversations and repeatable processes, while designated drafts and sensitive actions can be routed for human review. Workforce AI is built for small professional-services and local businesses that want practical help without assembling multiple disconnected point tools.

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

Small professional-services and local businesses, including accounting, insurance, law, real estate, mortgage, consulting, agencies, staffing, and home services.

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

No images available

Pricing

$99 per month
Free Version
Free Trial

Pricing

$99/month/user
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

Workforce AI
Founded: 2024
United States
www.hireworkforce.ai/

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Alternatives

Categories

Categories

Integrations

Zoom
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams

Integrations

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