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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

We provide a straightforward extension designed to enhance advising, tutoring, and coaching services, increasing engagement and streamlining your workflow. Our solution caters to numerous campus centers, each divided into distinct communities for better management. Through our mobile and web applications, we deliver a contemporary, mobile-first approach to scheduling. Features include direct calendar bookings, drop-in check-ins, group session options, in-app messaging, session reminders, user feedback, and more. The mobile application ensures a seamless and effective scheduling process. Users can easily browse providers, arrange appointments, and choose to meet either online or face-to-face, covering areas like tutoring, mentoring, and advising. As administrators face heavy workloads, our platform alleviates the tedious aspects of their responsibilities—automating most sessions to run smoothly and enabling real-time monitoring through an intuitive data dashboard. This way, administrators can focus on what truly matters: supporting their students and enhancing their educational experiences.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 No 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 Yes 
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

Penji

Founded

2015

Country

United States

Website

www.penjiapp.com

Product Features

Product Features

Mentoring

Action Item Tracking No 
Appointment Scheduling No 
Billing & Invoicing No 
Client Management No 
Course Management No 
Goal Management No 
Mentor Matching No 
Program Management No 
Progress Tracking No 

Tutoring

Appointment Scheduling No 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing No 
Client Management No 
Electronic Assignments & Tests No 
Employee Management No 
Learning Plans No 
Lesson Notes No 
Online Classes No 
Online Payments No 
Parent / Student Portal No 
Progress Reports No 

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