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
Pre-sending alerts will ensure that you don't come up empty in keyword searches. The issue was already resolved by the time an email was sent. Employees will be more aware of compliance issues in the moment and take greater responsibility. A proven tool can help you demonstrate your commitment to SEC17(a)-4 compliance. You can forget it with our continually updated lexicon. We detect and stop potentially-violating emails before reaching the recipient. Flexible remediation options are available to allow the email to go ahead. All emails are saved for quick review and archived according to regulatory rules.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Teams
Yes
Zoom
Yes
Cisco Webex
Yes
Facebook
No
Google Calendar
Yes
Google Meet
Yes
Google Workspace
No
Instagram
No
LinkedIn
No
Microsoft 365
No
Integrations
Microsoft Teams
Yes
Zoom
Yes
Cisco Webex
No
Facebook
Yes
Google Calendar
No
Google Meet
No
Google Workspace
Yes
Instagram
Yes
LinkedIn
Yes
Microsoft 365
Yes
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$89 per month
Presults is $89 per month for the first 3 users and then $10 per month for additional connectors
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
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
Yes
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
Presults
Founded
2020
Country
United States
Website
presults.com
Product Features
Product Features
Email Archiving
Access Control
No
Backup Management
No
Compliance Management
Yes
Data Deduplication
No
Data Export
Yes
Encryption
Yes
Retention Management
Yes
Storage Management
Yes
Threat Protection
No
eDiscovery
No