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Using Ask Marloo in Client View

Written by Barnie Ollerhead
Updated over 3 weeks ago

Executive Summary

  • Ask Marloo in Client View queries across every meeting, upload, email, and note for that client, making it the most powerful context level.

  • Responses in Client View include visible source citations you can click to see the exact document and excerpt.

  • Upload documents like fact finds, risk profiles, and previous advice documents to give Marloo richer context.

  • For a meeting to appear in a client's Ask Marloo context, the client must be tagged to that meeting.

Opening Ask Marloo in Client View

Navigate to the client profile and click the Ask Marloo button in the top right corner. At the client level, Marloo can access:

  • All meeting transcripts and summaries tagged to this client

  • All documents uploaded to the client profile

  • All synced emails for this client

  • Notes from any meeting tagged to the client

  • The client overview

Source Citations

In Client View, Ask Marloo responses include visible citations. This gives you traceability and confidence that responses are grounded in real data from your client's files and meetings.

Best Practices for Financial Advisers

Preparing for a Client Review

  • "Summarise all meetings with this client in the last 12 months."

  • "What action items are still outstanding from previous meetings?"

  • "What changes in circumstances has this client reported?"

  • "List all insurance cover currently discussed across meetings."

Researching Client History

  • "When did we first discuss retirement planning with this client?"

  • "What risk profile has this client indicated across all meetings?"

  • "What concerns has this client raised over time?"

Drafting Client Communications

  • "Draft an email summarising our last meeting and the agreed next steps."

  • "Draft a meeting agenda for our upcoming annual review."

Click the compose button, then choose Gmail or Outlook to open the draft in your email client for review and sending.

Comparing Information Across Meetings

  • "How has this client's financial situation changed between the first and most recent meeting?"

  • "Compare the investment goals discussed in the initial meeting with what was discussed in the latest review."

Uploading Documents to Enhance Responses

Navigate to the Uploads section within the client profile and click Upload Documents to add files.

Examples of files you can upload:

  • Fact finds

  • Risk profiles

  • Provider reports

  • Product comparison reports

  • Product disclosure statements (PDS)

  • Previous statements of advice (SOAs) and records of advice (ROAs)

  • Insurance policy documents

  • Financial statements

  • Retirement projections and modelling

The more documents you upload, the more comprehensive Marloo's answers will be. Allow time for documents to process after uploading before querying them.

Tagging Clients to Meetings

For a meeting to appear in a client's Ask Marloo context, the client must be tagged to that meeting. See Managing Your Clients for how to tag clients to meetings.

Frequently Asked Questions

I uploaded documents but Ask Marloo does not reference them.

Check that the documents were uploaded to the correct client profile. Documents require processing time after upload. Wait a few moments and try your question again.

Can I export Ask Marloo responses?

You can copy and paste responses directly. For emails, use the compose button to open a draft in your email client.

Ask Marloo invented details that are not in my files.

Regenerate the response and report the issue to support. Always verify critical details against your source documents.

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