What is Marloo?
Marloo helps financial advice teams turn client interactions into structured, compliant documentation. It records your meetings, transcribes them, generates summaries using your templates, and produces first drafts of advice documents — so you spend less time on admin and more time with clients.
What Marloo Can Do
Feature | What it does |
Meeting Recording | Records virtual meetings (Zoom, Teams, Google Meet), in-person meetings, and phone calls. Generates accurate transcripts with speaker identification. |
Meeting Summaries | Turns transcripts into structured summaries using your firm's meeting templates. Customise templates to match your preferred format. |
Document Generation | Creates statements of advice, records of advice, suitability reports, and annual reviews from your templates and client context. |
Client View | Centralises each client's meetings, transcripts, notes, uploads, and emails in a single profile. |
Ask Marloo | An AI assistant you can query across meetings, client data, and documents. Use it to find information, draft emails, and get quick answers. |
Mobile App | Record in-person meetings and phone calls from your iOS or Android device. |
How to Get Started
Getting up and running takes just a few minutes:
Set up your account — Create your Marloo account, enter your firm details, and connect your calendar. See Setting Up Your Account.
Record your first meeting — Marloo joins your next virtual meeting automatically. Admit it from the waiting room and it handles the rest. See Your First Meeting and Summary.
Explore what's next — Customise your templates, build client profiles, try document generation, and more. See Exploring Marloo — What to Do Next.
Related Articles
Recording Meetings — Full guide to recording virtual, in-person, and mobile meetings
Frequently Asked Questions — Common questions about Marloo