Marloo
UnclaimedAI assistant for financial advisers to automate paperwork and enhance client focus.
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TL;DR - Marloo
- Automates paperwork for financial advisors, from meetings to advice documents.
- Provides instant access to client information across all data sources.
- Generates compliant, personalized documents and notes in the advisor's tone.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Significantly reduces administrative time for financial advisors, freeing up hours per week.
- Ensures compliance and accuracy in documentation by understanding regulatory language.
- Maintains a personalized touch by generating documents in the advisor's specific tone of voice.
- Provides instant access to historical client data, improving efficiency and client service.
- Easy to set up, with most advisors fully operational in under 10 minutes.
Cons
- Relies on advisor review for final document accuracy, as AI generates drafts.
- Specific integrations beyond Outlook/Google Calendar and general meeting platforms are not explicitly detailed.
Key Features
Automated note-taking during meetings (Teams, Google Calendar, in-person, phone calls)Real-time speaker identification in meetingsCustomizable templates for summaries and documents (e.g., annual reviews, file notes)AI-powered Q&A across all client data (meetings, documents, files)Drafting of follow-up emailsCompliance-aware document generation (fact-finds, advice documents, review letters)Team management features (add/remove members, permissions, billing, templates)Secure data handling with encryption and compliance measures
Pricing Plans
Free TrialFree
Free
- First 10 meetings included
- Ask Marloo AI
- Create 5 custom templates
Plus
$99/user per month
- Unlimited meetings
- Unlimited Ask Marloo AI
- Unlimited custom templates
- Priority onboarding & support
- Support staff are free
Enterprise
Custom pricing
- Everything in Pro
- Dedicated support
- Custom integrations
- SLAs
- Analytics & reporting
About Marloo
By Toolradar Team·
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.
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Marloo FAQ
How does Marloo ensure the generated notes and documents are accurate and compliant?
Marloo's advanced language models generate drafts that are tailored to specific firm practices and understand compliance requirements. While it streamlines the process, advisors retain ultimate responsibility for reviewing, editing, and finalizing all documents to ensure accuracy and compliance.
Can Marloo integrate with my existing calendar and meeting platforms?
Yes, Marloo connects with Outlook and Google Calendar and can join any meeting platform you use. It also offers a mobile app for recording in-person meetings or phone calls.
How does Marloo handle client privacy and data security?
Marloo is designed with privacy and security at its core, utilizing the latest encryption standards and robust compliance measures. It does not sell client data and allows for explicit client consent configuration before recording any interactions, with consent securely documented within the system.
Is Marloo suitable for both individual advisors and larger firms?
Yes, Marloo serves a wide range of advisors, from independent practitioners to multi-billion AUM wealth managers. It includes team management features for adding/removing members, setting permissions, and managing templates and billing for larger practices.
Does Marloo replace the need for a financial advisor?
No, Marloo is an assistant designed to handle administrative tasks, allowing advisors to focus on client-facing activities and building relationships. It supports human-led advice by eliminating low-value paperwork.
Source: gomarloo.com