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.

Timeless is the first platform where your conversations directly build and trigger AI agents, turning spoken moments into actionable tasks. Instead of manually capturing decisions or follow-ups, Timeless listens during meetings and extracts the ideas, deadlines, and context your team already shares out loud. With Rooms, all conversations around a client, project, or topic stay organized, allowing the right agents to activate automatically. The platform identifies important moments—such as “Let’s send the proposal”—and immediately starts the appropriate workflow. Teams can simply talk, and Timeless converts verbal commitments into completed work. By transforming meetings into automation triggers, Timeless ensures that every promise, task, and decision gets done without manual effort.