1. Custom meeting templates
What makes our templates different: Marloo's meeting templates are your guide for perfect, consistent client meeting notes. They ensure every detail counts by guiding the AI to generate summaries in your exact format and tone, virtually eliminating post-meeting edits.
How it works:
Your style: Templates adapt to your tone, writing style, and business processes
Your format: Notes appear exactly how you want them structured
Your compliance needs: Built-in sections for regulatory requirements
Consistency: Every meeting of the same type follows the same format
Template flexibility:
Use our defaults: Pre-built templates for common meeting types
Create your own: Build templates that match your specific needs
Multiple options: Apply different templates to the same meeting for different purposes
Team standardization: Ensure consistency across your entire firm
The result: This is how Marloo becomes the first AI notetaker that truly fits how your business works, not the other way around.
2. Ask Marloo anything
Beyond basic transcription: Ask Marloo allows you to ask anything across all stored information - every meeting transcript, every uploaded document, and every note you've ever made.
What you can do:
Instant recall: Find critical details from conversations years ago
Track evolution: Monitor how client goals and circumstances change over time
Generate insights: Create summaries of entire financial journeys
Comprehensive analysis: Query across multiple meetings and documents simultaneously
Transform your archive: Instead of a passive file storage system, Marloo transforms your client archive into an active, instantly searchable knowledge base. Your years of client interactions become immediately accessible and actionable.
Real-world examples:
"What concerns has this client raised about retirement over the past two years?"
"How has their risk tolerance evolved since we first met?"
"Give me an agenda for our next annual review based on all previous discussions"
3. Work as a team
Built for collaboration: Marloo is designed from the ground up for team-based advice practices, with secure sharing and collaboration features that ensure everyone operates from a single source of truth.
Team features:
Secure sharing: Share meeting notes with paraplanners, administrators, or other advisers
Contextual collaboration: Add notes, documents, and voice recordings that team members can access
Complete client records: Everyone works from the most comprehensive information available
Role-based access: Different permissions for advisers vs. support staff
Enhanced by contextual notes: Add context through multiple methods:
Voice dictation: Quick voice notes for immediate capture
Document uploads: PDFs, statements, and forms that integrate with AI analysis
Text notes: Detailed written observations and follow-ups
Why this matters: Financial advice is inherently collaborative. Marloo ensures your entire team - from senior advisers to junior paraplanners - has access to complete, up-to-date client information within a platform designed for the security demands of financial advice.
The competitive advantage: While other AI tools focus on individual productivity, Marloo recognises that great advice practices are team efforts. Our collaboration features ensure no detail is lost and every team member can contribute to exceptional client service.