Executive Summary
Ask Marloo delivers best-in-class insights across all of your client interactions, letting you query every meeting transcript, document, and note.
Document Generation is the most customisable on the market, with templates that adapt to your tone, format, and compliance needs.
Marloo is purpose-built for financial advice workflows, with team collaboration and security designed for advice practices.
Document Generation
Marloo offers the most customisable document generation on the market. Meeting templates are your guide for perfect, consistent client meeting notes. They guide the AI to generate summaries in your exact format and tone, virtually eliminating post-meeting edits.
How templates work:
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 standardisation: Ensure consistency across your entire firm.
The result is an AI notetaker that truly fits how your business works, not the other way around.
Review Mode
Review Mode lets you review and approve AI-generated content section by section before finalising, giving you full control over the output. Rather than accepting or rejecting an entire document, you can work through each section individually. This ensures accuracy and lets you make targeted edits before the document is complete.
Ask Marloo
Ask Marloo is best-in-class for insights across all of your client interactions. You can query every meeting transcript, every uploaded document, and every note you have 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.
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"
Team Collaboration
Marloo is designed from the ground up for team-based advice practices. Secure sharing and collaboration features 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 versus support staff.
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.
Financial advice is inherently collaborative. Marloo ensures your entire team has access to complete, up-to-date client information within a platform designed for the security demands of financial advice.
Purpose-Built for Financial Advice
While other AI tools focus on general productivity, Marloo is built specifically for financial advice workflows. From compliance-ready templates to secure team collaboration, every feature is designed around how advice practices actually work. Your data is protected with enterprise-grade security, and your team can deliver exceptional client service with less administrative effort.