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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Empower learners with a dedicated academic advising CRM tailored for their needs. Monitor academic progress effectively and tackle challenges with personalized solutions to guide students towards achieving their goals. With a comprehensive set of tools, students can prioritize their path to graduation while receiving the necessary support from their educational institution. The Advise platform consolidates all departments and communications into a unified interface, ensuring students have seamless access to every aspect of their educational journey. Keep track of performance and identify at-risk students to implement timely interventions using Ellucian's automated features. Foster connections with at-risk students through individualized communication, proactive guidance, and adaptable tasks that align with their evolving needs. Remain informed about student progress from their first day until graduation with customized dashboards and straightforward data access. Enhance communication efficiency with centralized appointment scheduling and effectively manage student interactions across various departments. By leveraging these tools, institutions can create a more supportive environment that fosters student success at every stage of their academic career.

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 

Screenshots View All

Screenshots View All

Integrations

Cisco Webex No 
Flywire Yes 
Google Calendar No 
Google Meet No 
Microsoft Outlook No 
Microsoft Teams No 
Zoom No 

Integrations

Cisco Webex Yes 
Flywire No 
Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ellucian

Country

United States

Website

www.ellucian.com/solutions/ellucian-crm-advise

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Product Features

Product Features

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Alternatives

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