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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

MeetMinutes is an innovative notetaking platform enhanced by artificial intelligence, designed to analyze, transcribe, and summarize meetings effectively. It guarantees precise summaries through a money-back assurance, enabling users to search for specific words within their meetings and instantly navigate to the relevant timestamps. The platform streamlines task management by transforming action items into tasks in your preferred management tool. Seamlessly integrating with Google or Microsoft calendars, it supports various platforms such as Google Meet, MS Teams, Zoom, and Webex. Additionally, MeetMinutes accommodates multiple languages within the same session, offering automated transcriptions, task tracking, and key insights, thus eliminating the hassle of manual note-taking. With its growing popularity, MeetMinutes is relied upon by more than 50 leading brands worldwide, showcasing its effectiveness and trustworthiness in enhancing productivity. This solution not only saves time but also ensures that important details are captured and easily accessible. It works for in-person conversations, telephonic conversations, as well as online conversations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Asana No 
Cisco Webex Yes 
Copper No 
Freshsales No 
Google Drive No 
HubSpot CRM No 
Jira No 
Microsoft 365 No 
Notion No 
Salesforce No 
Trello No 
Zapier No 
Zoho CRM No 
Zoho CRM Plus No 
n8n No 

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Asana Yes 
Cisco Webex No 
Copper Yes 
Freshsales Yes 
Google Drive Yes 
HubSpot CRM Yes 
Jira Yes 
Microsoft 365 Yes 
Notion Yes 
Salesforce Yes 
Trello Yes 
Zapier Yes 
Zoho CRM Yes 
Zoho CRM Plus Yes 
n8n Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$14 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 No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Vendor Details

Company Name

MeetMinutes

Founded

2023

Country

India

Website

www.meetminutes.in/

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