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
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.
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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
Small professional-services and local businesses, including accounting, insurance, law, real estate, mortgage, consulting, agencies, staffing, and home services.
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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
$99/month/user
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 InformationWorkforce AI
Founded: 2024
United States
www.hireworkforce.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Zoom
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
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Integrations
Zoom
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
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