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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
nudge is an AI-driven sales follow-through and customer action management platform built specifically for founders, early-stage sales teams, and small businesses that struggle with maintaining consistent follow-up after customer conversations. Unlike traditional CRMs that focus heavily on pipelines, dashboards, forecasting, and manual data entry, nudge focuses on the operational reality that most deals are lost because follow-up actions are forgotten, delayed, or poorly organized after meetings. The platform automatically imports and analyzes call transcripts, customer notes, meeting recordings, emails, and documents from integrations such as Granola, Google Drive, Gmail, Fireflies, and Google Meet, then intelligently organizes them into structured customer pages containing conversation history, extracted action items, commitments, ownership assignments, due dates, and follow-up timelines. nudge uses AI to identify next steps from conversations, generate task lists, draft personalized follow-up emails, prepare account summaries before meetings, and centralize every customer-related action into a single operational workflow. Its unified task dashboard allows users to manage all customer actions across accounts from one streamlined interface while AI-generated meeting prep briefs summarize deal stages, blockers, stakeholder information, known context, and unanswered questions ahead of sales conversations. Designed as a lightweight alternative to traditional CRM systems, nudge eliminates the need for extensive setup, manual maintenance, and administrative data entry while helping sales teams build stronger customer relationships through consistent, timely follow-through.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Cisco Webex
Yes
Fireflies.ai
No
Gmail
No
Google Calendar
Yes
Google Drive
No
Google Meet
Yes
Granola
No
Microsoft Outlook
Yes
Microsoft Teams
Yes
Zoom
Yes
Integrations
Cisco Webex
No
Fireflies.ai
Yes
Gmail
Yes
Google Calendar
No
Google Drive
Yes
Google Meet
No
Granola
Yes
Microsoft Outlook
No
Microsoft Teams
No
Zoom
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$15/month
Free for the first 5 customers tracked then $15 per month for unlimited
Free Trial
No
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
nudge
Founded
2026
Country
United States
Website
nudgeapp.us