Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing an AI-driven productivity assistant designed to streamline your workload by automating your notes, tasks, and meetings. Effortlessly receive meeting summaries and action items from any discussion, whether it takes place face-to-face or via platforms like Zoom, Meet, Teams, Slack, or Webex. Bloks intelligently organizes your captured information and enriches it by linking relevant emails, attachments, or calendar events. Stay informed about your deadlines and tasks, or even delegate them to the AI, ensuring that everything is handled efficiently. Bloks is the essential tool you need to tackle any challenges that come your way. You can quickly obtain summaries and transcriptions from both in-person gatherings and virtual meetings across various platforms. Additionally, Bloks categorizes your information by companies, contacts, topics, and events, providing valuable context for what you record. With this tool, you'll have a clear picture of your responsibilities today, tomorrow, and beyond, ensuring you never miss a beat in your busy life. Embrace the power of Bloks to reclaim your time and enhance your productivity.
Description
Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.
API Access
Has API
No
API Access
Has API
No
Integrations
Cisco Webex
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
Affinity
Yes
Evernote
Yes
Google Calendar
No
Microsoft Outlook
No
Notion
Yes
Salesforce
Yes
Integrations
Cisco Webex
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
Affinity
No
Evernote
No
Google Calendar
Yes
Microsoft Outlook
Yes
Notion
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Bloks
Country
United States
Website
www.bloks.app/
Vendor Details
Company Name
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No