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features
design
support

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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

Sembly is a web and mobile app that accompanies you on your Teams, Zoom, and Google Meet meetings, making meeting content available for review, search, and sharing. Share a part or the whole meeting with your team so everyone can get up-to-speed, even if they didn’t attend. Save time with summaries that Sembly generates automatically. Sembly is available in English across Web, iOS & Android mobile apps. The smartest AI meeting assistant that helps easily review & share meeting takeaways, meeting records and transcriptions. Turns your meetings into searchable text, highlights key discussion moments, creates notes and summaries. Use Sembly Team to unlock powerful AI analytics to help you and your team achieve more, while attending less! Sembly automatically syncs to your calendar to join and record all your scheduled meetings on all major conferences platforms. This reduces the need to take notes on-call. You can review what was said, search through all your meetings, and share key items with your team members or friends. You can review what was said at a particular meeting or search for it in all of your meetings. Designed for businesses of all sizes, Sembly is an AI-based meeting management solution!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Cisco Webex Yes 
Google Chrome No 

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Cisco Webex No 
Google Chrome Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$10 per month
Visit Sembly AI site to get pricing details!
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

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 Yes 
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

Sembly

Founded

2019

Country

United States

Website

www.sembly.ai/

Product Features

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales Yes 
For eCommerce Yes 
Image Recognition Yes 
Machine Learning Yes 
Multi-Language No 
Natural Language Processing Yes 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation Yes 
Virtual Personal Assistant (VPA) Yes 

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings No 
Materials Management No 
Meeting Feedback Yes 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management No 

Speech Recognition

Audio Capture Yes 
Automatic Form Fill No 
Automatic Transcription Yes 
Call Analysis Yes 
Concatenated Speech No 
Continuous Speech Yes 
Customizable Macros No 
Multi-Languages No 
Specialty Vocabularies No 
Speech-to-Text Analysis Yes 
Variable Frequency No 
Voice Recognition Yes 

Transcription

AI / Machine Learning Yes 
Annotations No 
Audio/Video File Upload Yes 
Automatic Transcription Yes 
Collaboration Tools Yes 
File Sharing Yes 
For Manual Transcription No 
Full Text Search Yes 
Multi-Language Support Yes 
Natural Language Processing (NLP) Yes 
Playback Controls Yes 
Speech Recognition Yes 
Subtitles No 
Text Editor Yes 
Timecoding Yes 

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