Marloo Logo

About Marloo

Marloo is an AI-powered assistant specifically designed for financial advisers to automate administrative tasks, from client meetings to advice document generation. It aims to free up advisers' time, allowing them to focus on client relationships and providing high-value advice rather than being bogged down by paperwork. The platform understands the nuances of financial advice, including compliance requirements and regulatory language, and generates documents that maintain the adviser's unique tone and style. Marloo integrates seamlessly into existing workflows, processing input from various sources like Teams calls, uploaded files, phone conversations, and voice notes. It provides instant access to client details, policies, and past conversations, enabling advisers to quickly retrieve information and draft follow-up communications. Built by financial services experts, Marloo is tailored to the specific needs of financial advisers, helping them scale their impact and grow their practice without increasing administrative burden.