Marloo
Marloo uses AI to help financial advisers stay organised and take better meeting notes, so they can focus on what they do best – rather than paperwork. AI for financial advisors…
Overview
Marloo is an assistant for financial advisers, paraplanners and support staff across wealth, planning, insurance and mortgage advice, recording client meetings on any conferencing platform or in person through a mobile app and turning them into summaries, advice documents, statements of advice, filled forms and drafted client emails. An archive query feature answers questions across every stored transcript, document and note for a client, and a practice tier adds permissions, templates and firm wide compliance oversight. The company states it runs on named third party model providers under zero data retention enterprise agreements, and publishes a per adviser monthly price. Live across Australia, New Zealand, the United Kingdom, Ireland and South Africa.
Details
Educational listing only. CrackTheDeck does not endorse this product or promise investment results.
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