Business introduction
Focus on clients not paperwork
Marloo transforms meeting transcripts into actionable insights, driving stronger client relationships and growing assets under management
Our manifesto
We believe in the power of financial advice to transform lives.
We believe in financial advisers who pour their energy into guiding clients through life's most complex decisions.
Yet for too long, we've watched financial advisers' passion get buried under mountains of low-value paperwork.
Hours lost prepping documents. Days wasted on clunky, inefficient software. Precious time diverted from the time spent client facing.
At Marloo, we're on a mission to change this. To be the partner financial advisers trust to craft deep client relationships and grow their practice.
We handle the busywork, so advisers can focus on life-changing work.
To scale impact, not admin.
Marloo Solutions
Marloo
Before a meeting, Marloo catches you up on your previous notes Marloo helps you prepare for every meeting you have, by giving you summaries of previous conversations, so you can always walk in prepared. During the meeting, Marloo takes notes for you, so you can focus Marloo can join any meeting platform of......
