Proactor

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.

Dicte transforms how you conduct and manage meetings. Using advanced AI technology, Dicte creates automatic reports and minutes based on recorded meetings or personal voice notes. Dicte offers seamless recording, transcription, and processing of meeting discussions, making every meeting more productive and accessible. Dicte offers advanced AI-powered transcription with speaker identification, ensuring clarity and context in every conversation. Say goodbye to manual note-taking and focus on engaging in productive discussions. Dicte's AI-powered transcription accurately captures and transcribes meeting discussions with speaker identification. With Dicte, you can easily understand the context of your meeting conversations for better decision-making. Convert transcripts into professional two-pager meeting minutes. Your meeting transcript is analyzed by an AI consultant to provide hidden signals and recommendations.