Global Chat is one place to ask Marloo anything. Ask a general question, or ask about your clients, meetings, tasks, documents and emails, without opening each record first.
Because it runs inside Marloo, you do not need to copy information out or redact client names before asking. Everything stays within your firm's Marloo account.
You could ask:
"Which of my clients have a review due this month?"
"Prepare me for tomorrow's meeting with Sam Taylor."
"How is Alice's pension portfolio performing?"
"What do the recent tax changes mean for Priya?"
"What follow-ups came out of my meetings this week?"
"Show me the open tasks for the advice team."
"Prep me for my meetings today."
Start a chat
Select Chat in the main menu, or use the chat box at the top of Home.
Type your question into Ask Marloo anything, or pick one of the suggested prompts to get going.
Add a file if you want Marloo to read it alongside your question.
Send your message. You can ask follow-up questions in the same chat.
What can Marloo Chat help with?
Marloo Chat can search and summarise information from across Marloo, including:
Clients
Meetings and transcripts
Tasks and follow-ups
Documents, files and notes
Connected emails
Templates
It can also answer general questions, help you prepare for meetings, draft content, search the web and work with files you upload.
Fund research with Morningstar (Pro)
If you are on the Pro plan in the UK, you can ask Marloo about funds and it will answer using Morningstar data - for Australia and New Zealand, this is coming soon.
You can research a fund on its own or in the context of a client, then ask Marloo to include what it finds in a document you are generating.
You could ask:
"Show me the Morningstar rating and five-year performance for a specific fund"
"Compare [fund A] and [fund B] on fees and volatility."
"Which funds in Alice's ISA have underperformed their sector this year?"
Morningstar research is available on the Pro plan. To upgrade, go to Settings > Billing. See Billing & Subscription Management for plan details.
Who can see my chats?
Your chats are private from other users at your firm. Only you can see them.
Advisers, Support users, Managers and Account Owners cannot open, search or continue another person's chats.
Files you upload directly to a chat are private to you too. Asking about a shared client or meeting does not share your chat with anyone else.
Can Marloo Chat make changes for me?
Yes. Marloo Chat can help you create tasks, notes, meetings and clients. It can also update details such as contact information, review dates, tags and adviser relationships.
For safety, it cannot change a client's:
Name
Date of birth
Tax reference
Client type
Privacy setting
Active or inactive status
Check any proposed change before you confirm it.
Tips for better answers
Name the client or colleague if the question could be unclear.
Add a date range when asking about meetings, tasks or reviews.
Use "my clients" for clients assigned to you.
Use "all clients I can access" for a wider search.
Ask Marloo to show its sources when you want to check an answer.
What information can I ask about?
The answer depends on your role and how the information has been shared. Client access, meeting privacy and email sharing are checked separately.
For example, you might be able to see a client but not a private meeting held with that client.
Clients
Everyone can ask about clients shared with the firm.
For private clients, access depends on your role:
Your role | Private clients you can ask about |
Adviser | Clients assigned to you, plus any others you have been given access to |
Support | Clients you have been given access to |
Manager | Every active private client in the firm |
Account Owner | Every active private client in the firm |
Managers and Account Owners can ask for a specific adviser's full client list.
Advisers and Support users can ask about any client they can access, but cannot pull another adviser's full client list.
One phrase to watch: when you ask about "my clients", Marloo only looks at clients where you are named as an adviser. Ask for "all clients I can access" if you want Marloo to include shared clients and private clients you have access to.
If something is missing
Check whether the client is active and whether the meeting, email or client has been shared with you.
If you can see a client but not one of their meetings, the meeting may be private. If an email is missing, it may not have been shared with that client.
Help us improve it
Global Chat gets better from what you tell us. If it gets a question wrong, misses something it should know, or you want it to do something it cannot yet, tell us through the blue help button. The first question it gets wrong is the most useful one to hear about.