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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

nudge is an AI-powered follow-through platform designed for founder-led sales teams and small businesses that want the discipline of a CRM without the complexity, administrative overhead, or bloated workflows. The platform transforms meeting transcripts, customer notes, emails, and call recordings into organized customer pages, actionable task lists, and AI-generated follow-up workflows that help sales teams consistently close deals through better follow-through. By automatically extracting next steps, commitments, due dates, and action items from conversations and notes, nudge ensures no important follow-up slips through the cracks. The platform integrates with tools like Granola, Google Meet, Google Drive, Gmail, and Fireflies to automatically organize customer conversations and generate AI-powered follow-up email drafts, meeting preparation summaries, and unified task management across every account.

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

nudge is ideal for startup founders, founder-led sales teams, small businesses, consultants, agencies, freelancers, account managers, customer success teams, early-stage SaaS companies, business development professionals, independent sales professionals, and growing companies seeking lightweight AI-powered sales follow-through, customer action management, automated meeting organization, and CRM alternatives without enterprise complexity

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

$15/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

nudge
Founded: 2026
United States
nudgeapp.us

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Alternatives

Sowl

Sowl

Sowl Labs Private Limited

Categories

Categories

Integrations

Cisco Webex
Fireflies.ai
Gmail
Google Calendar
Google Drive
Google Meet
Granola
Microsoft Outlook
Microsoft Teams
Zoom

Integrations

Cisco Webex
Fireflies.ai
Gmail
Google Calendar
Google Drive
Google Meet
Granola
Microsoft Outlook
Microsoft Teams
Zoom
Claim Marloo and update features and information
Claim Marloo and update features and information
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