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
Rimo is an AI-powered meeting assistant built for teams that value accuracy, security, and productivity. It automatically records meetings and generates detailed transcripts and summaries in real time. Designed for global collaboration, Rimo handles mixed accents, multiple languages, and complex discussions with high accuracy. Beyond transcription, the platform structures conversations into actionable insights and clear meeting outcomes. Built-in AI agendas and live summaries help teams stay aligned during discussions. Rimo supports secure sharing with permission-based access and audit logs. Collaborative editing allows teams to refine minutes together instantly. Enterprise-grade security standards ensure sensitive meeting data remains private. No meeting data is used for AI training. Rimo transforms meetings into productive, decision-driven workflows.
API Access
Has API
No
API Access
Has API
No
Integrations
ChatGPT
No
Cisco Webex
Yes
Facebook Messenger
No
Google Calendar
Yes
Google Meet
Yes
LINE
No
Microsoft Outlook
Yes
Microsoft Teams
Yes
Slack
No
Zoom
Yes
Integrations
ChatGPT
Yes
Cisco Webex
No
Facebook Messenger
Yes
Google Calendar
No
Google Meet
No
LINE
Yes
Microsoft Outlook
No
Microsoft Teams
No
Slack
Yes
Zoom
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$9/user/month
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
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
Rimo
Country
Japan
Website
rimo.app/
Product Features
Product Features
Note-Taking
Categories / Organization
No
Clip From Web
No
Document Scanning
No
Formatting / Markdown
No
Handwriting
No
Hyperlinking
No
Image Insertion
No
List/Checklist Creation
No
Printing
No
Search
No
Sharing / Collaboration
No
Syncing
No
Templates
No
Voice Notes
No