Marloo offers an AI‑powered assistant that records and transcribes client interactions for financial advisers, wealth managers, and mortgage brokers, then automatically generates client‑ready notes, advice statements, loan applications, and compliance forms using firm‑specific templates. The platform also indexes all client data for instant contextual search, extracts follow‑up tasks from meetings, and automates workflow management, allowing advisers to focus on strategic advice.
Funding
$12.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisers, wealth managers, and mortgage brokers spend a large portion of their time on manual note‑taking, document drafting, form filling, and task tracking after client meetings, which reduces the time available for client‑focused advice and increases operational costs.
Solution
Marloo provides an AI‑powered assistant that captures every client interaction—calls, meetings, emails, and documents—and automatically generates accurate, client‑ready notes, statements of advice, loan applications, and compliance forms. The platform indexes all client data, enabling instant search and contextual answers across years of history. Customizable templates let firms produce documents in their own style, while AI‑driven autofill populates fields from conversation data, eliminating repetitive data entry. Integrated task management extracts follow‑up actions directly from meetings, ensuring nothing is missed and workflows run automatically. By centralising client information and automating paperwork, Marloo frees advisers to focus on strategic advice and client relationships.
Target Audience
Marloo is designed for licensed financial advisers, wealth managers, and mortgage brokers who need to streamline client meeting administration and document production while maintaining a personalized advisory experience.
Features
- AI‑driven real‑time transcription and summarisation of meetings across Teams, phone calls, and voice notes.
- Automatic generation of client‑ready documents (SOAs, review letters, loan applications) using firm‑specific templates and voice‑style customization.
- Intelligent form autofill that populates any PDF, DOCX, or image form with client data extracted from conversations and records.
- Contextual search and “Ask Marloo” feature that provides instant answers from the full client history, including emails and attachments.
- Automated task extraction and workflow creation that links follow‑up actions to the originating meeting or email.
- Multi‑user support with free access for support staff and role‑based permissions for licensed advisers.
- Secure cloud storage with end‑to‑end encryption and compliance‑ready audit trails.