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Average Ratings 0 Ratings

Total
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

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 

Screenshots View All

Screenshots View All

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 
Microsoft Outlook Yes 

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 
Microsoft Outlook No 

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 

Alternatives

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Alternatives