Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Notee is an advanced AI note-taking platform that transforms spoken audio into structured text, summaries, and actionable insights. It enables users to record conversations and instantly convert them into accurate transcripts using real-time speech recognition technology. The platform includes smart voice dictation, allowing users to capture ideas without typing. It also features an AI summarizer that condenses long discussions into concise meeting notes and key action points. Notee can automatically identify speakers, helping users organize conversations more clearly. The app supports high-quality audio recording for meetings, lectures, interviews, and personal notes. Users can upload pre-recorded audio files and quickly convert them into searchable text. Multilingual transcription capabilities make it suitable for international teams and diverse communication needs. The platform includes powerful search functionality to locate specific information across past recordings. Notee is designed to improve productivity by reducing manual note-taking and streamlining documentation. With a focus on security and privacy, it ensures that all recorded and transcribed data is protected.
API Access
Has API
No
API Access
Has API
No
Integrations
Cisco Webex
Yes
Google Calendar
Yes
Google Meet
Yes
Microsoft Outlook
Yes
Microsoft Teams
Yes
Zoom
Yes
Integrations
Cisco Webex
No
Google Calendar
No
Google Meet
No
Microsoft Outlook
No
Microsoft Teams
No
Zoom
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
No
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com
Vendor Details
Company Name
GM UniverseApps Limited
Website
uni.tech/
Product Features
Product Features
Note-Taking
Categories / Organization
No
Clip From Web
No
Document Scanning
No
Formatting / Markdown
No
Handwriting
No
Hyperlinking
No
Image Insertion
No
List/Checklist Creation
No
Printing
No
Search
No
Sharing / Collaboration
No
Syncing
No
Templates
No
Voice Notes
No