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

About Marloo

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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Pricing

Starting Price:
$99 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Marloo
Founded: 2025
United States
www.gomarloo.com

Videos and Screen Captures

Marloo Screenshot 1
Marloo Screenshot 1 Marloo Screenshot 2 Marloo Screenshot 3
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Online

Marloo Frequently Asked Questions

Q: What kinds of users and organization types does Marloo work with?
Q: What languages does Marloo support in their product?
Q: What kind of support options does Marloo offer?
Q: What other applications or services does Marloo integrate with?
Q: Does Marloo have a mobile app?
Q: What type of training does Marloo provide?
Q: Does Marloo offer a free trial?
Q: How much does Marloo cost?

Marloo Product Features