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
Noter AI helps mobile users capture and revisit meetings, interviews and lectures. Available on iPhone, iPad and Android, it records in-person conversations or sends a meeting bot to Zoom, Microsoft Teams, Google Meet and Webex. Transcripts support 60+ languages, automatic language detection, speaker labels and audio-synced timestamps. Users can review summaries and action items, edit transcripts, ask questions across notes, translate notes into 18 languages, and export PDF, Word or plain text. Recording works offline; AI processing requires internet access. Data is encrypted in transit and at rest. USD subscriptions are $9.99/month or $69.99/year, with regional pricing and trial availability varying.
API Access
Has API
No
API Access
Has API
No
Integrations
Cisco Webex
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Integrations
Cisco Webex
Yes
Google Meet
Yes
Microsoft Teams
Yes
Zoom
Yes
Google Calendar
No
Microsoft Outlook
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$9.99/month
USD subscriptions: $9.99/month or $69.99/year. Prices and trial availability vary by platform and region.
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
Yes
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
NiceApps
Founded
2020
Country
Kuwait
Website
www.noterai.net