Zenible

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.

Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.