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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

Reline is an AI meeting notepad that records meetings, lectures and calls on your own computer, so no bot joins the call. Transcription and AI run in the cloud. The transcript is live with speaker separation, the audio stays with the note, and any line plays back from the moment it was said. Reusable Lenses keep summaries and action items in one format for the whole team, and chat answers questions across a note, a folder or a workspace, quoting the transcript with timestamps. Works with Slack, Linear, Notion and Zapier. macOS, Windows, Linux and web. Free plan, per-seat pricing for teams.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft Outlook Yes 
Cisco Webex Yes 
Google Meet Yes 
Linear No 
Microsoft Teams Yes 
Notion No 
Slack No 
Zoom Yes 

Integrations

Google Calendar Yes 
Microsoft Outlook Yes 
Cisco Webex No 
Google Meet No 
Linear Yes 
Microsoft Teams No 
Notion Yes 
Slack Yes 
Zoom No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$12 per month
Free: 1 hour of recording per note, 10 hours of transcription a month, 2 GB, no card. Professional: $15 per user per month, or $12 billed annually. Enterprise: from $32 per user per month, with SSO and an audit log.
Free Trial Yes 
Free Version Yes 

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 Yes 
Mac Yes 
Linux Yes 
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

Reline

Founded

2025

Country

United States

Website

www.reline.so/

Product Features

Product Features

AI Meeting Assistants

Reline captures your meetings directly on your computer without the need for a bot to join the call. It retains the audio alongside your notes and generates a transcript and summary that distinguishes between different speakers.

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