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Focus on clients not paperwork


AI for financial advisers


Capture every conversation with automated summaries and actions. Measure advice delivery and compliance on every meeting. Sync to your calendar and CRM.

Automate meetings
Sync to CRM

or reach out to us at team[at]gomarloo.com

Eliminate your meeting and compliance administration.
Eliminate your meeting & compliance administration.
Eliminate your meeting & compliance administration.

Discover our benefits

Walk in prepared

AI-crafted client summaries and talking points, enhancing your knowledge before every meeting.

Capture every detail

Capture every detail

Capture every detail

Capture every detail

Smart, searchable meeting notes that automatically categorize topics and highlight action items.

Smart Scheduling
Smart Scheduling
Stay organised

Personalised follow-ups and task management, prioritising your to-do list and client outreach.

Smart Scheduling
Smart Scheduling

Effortless set-up

One-click integrations with your calendar. No manual data entry, no complex configuration.

Smart Scheduling

Simplified compliance

Stay organised

Smart Scheduling
Smart Scheduling

Auto-generated compliance reports from discussions, aligning interactions with regulatory requirements.

Personalised follow-ups and task management, prioritising your to-do list and client outreach.

Effortless set-up

Smart Scheduling

One-click integrations with your calendar. No manual data entry, no complex configuration.

Smart Scheduling

Simplified compliance

Auto-generated compliance reports from discussions, aligning interactions with regulatory requirements.

Integrate your
favourite tools.

We support your stack from CRM to online meeting tools.

How it works

Walk in prepared

Automatically gather data from your past meetings. Generate a one-pager to prepare for the meeting.

Walk in prepared

Automatically gather data from your past meetings. Generate a one-pager to prepare for the meeting.

Walk in prepared

Automatically gather data from your past meetings. Generate a one-pager to prepare for the meeting.

Sync notes and tasks

Editable meetings notes, tasks and summaries are created with AI and synced directly to your CRM.

Sync notes and tasks

Editable meetings notes, tasks and summaries are created with AI and synced directly to your CRM.

Sync notes and tasks

Editable meetings notes, tasks and summaries are created with AI and synced directly to your CRM.

Scale compliance

No more sampling programs. Have compliance measured and assessed on every meeting, so you can report with confidence.

Scale compliance

No more sampling programs. Have compliance measured and assessed on every meeting, so you can report with confidence.

Scale compliance

No more sampling programs. Have compliance measured and assessed on every meeting, so you can report with confidence.

Draft follow-ups

Follow-up emails are ready within seconds of the meeting ending. Customisable messaging for tone, style, and length.

Draft follow-ups

Follow-up emails are ready within seconds of the meeting ending. Customisable messaging for tone, style, and length.

Draft follow-ups

Follow-up emails are ready within seconds of the meeting ending. Customisable messaging for tone, style, and length.

Draft follow-ups

Follow-up emails are ready within seconds of the meeting ending. Customisable messaging for tone, style, and length.

Booking on autopilot

Outline target dates, meeting purpose and select a client. Let Marloo sort the rest.

Booking on autopilot

Outline target dates, meeting purpose and select a client. Let Marloo sort the rest.

Booking on autopilot

Outline target dates, meeting purpose and select a client. Let Marloo sort the rest.

Booking on autopilot

Outline target dates, meeting purpose and select a client. Let Marloo sort the rest.

Ask anything

Ask Marloo AI about any previous client interactions, data or summaries.This ensures you don’t miss a beat.

Ask anything

Ask Marloo AI about any previous client interactions, data or summaries.This ensures you don’t miss a beat.

Ask anything

Ask Marloo AI about any previous client interactions, data or summaries.This ensures you don’t miss a beat.

Ask anything

Ask Marloo AI about any previous client interactions, data or summaries.This ensures you don’t miss a beat.

Frequently asked questions

Explore our FAQ section to find answers to commonly asked questions about our platform.

Who is this for?

Can AI really take notes like I would?

How does the AI know where to put notes in my CRM?

What are your security practices?

Will my compliance officer approve this?

Who is this for?

Can AI really take notes like I would?

How does the AI know where to put notes in my CRM?

What are your security practices?

Will my compliance officer approve this?

Who is this for?

Can AI really take notes like I would?

How does the AI know where to put notes in my CRM?

What are your security practices?

Will my compliance officer approve this?