Zenible

Zenible

SAS Data Services Ltd
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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

Zenible is an AI-powered business platform designed to help freelancers and solo entrepreneurs manage and grow their businesses. It combines tools like CRM, invoicing, calendar management, and meeting intelligence into a single system. The platform includes AI advisors that provide guidance on sales, growth, content, and mindset. Users can automate administrative tasks and capture insights from meetings through real-time summaries and action items. Zenible also helps manage leads, clients, projects, and financial tracking without switching between multiple tools. Its meeting intelligence feature records and analyzes conversations to improve decision-making and follow-ups. The platform integrates with tools like Stripe, Google Calendar, Zoom, and Microsoft Teams for seamless workflows. By combining automation and expert guidance, Zenible helps users run their business more efficiently.

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

Freelancers, consultants, coaches, and solo entrepreneurs who want an all-in-one platform with AI guidance to manage and grow their business

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

Pricing

$99 per month
Free Version
Free Trial

Pricing

$27/month
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

SAS Data Services Ltd
Founded: 2026
www.zenible.com

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Alternatives

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

Google Calendar
Microsoft Teams
Zoom
Cisco Webex
Google Meet
Microsoft Outlook
Stripe

Integrations

Google Calendar
Microsoft Teams
Zoom
Cisco Webex
Google Meet
Microsoft Outlook
Stripe
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