Solution introduction
AI built for advisers
Marloo helps financial advisers focus on advice, not admin
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 your choice, or use the mobile app to record in-person meetings.
After the meeting, Marloo automatically creates a summary
After the meeting, Marloo generates a file note in minutes, written in your tone of voice.
