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• All recordings, transcripts, summaries are encrypted and stored on Amazon Web Services in the Sydney region. We use third party providers (more below) to process these inputs. 
• No customer data is ever used to train or improve third party AI models. Your data remains isolated to your environment.

• All data in storage is protected with AES-256 encryption; data in transit uses TLS 1.3.
• Row-Level Security is enforced on every database table.
• API requests are authenticated with JWTs signed by our Auth service.
• Access to Supabase and other production systems is restricted to Marloo staff through role-based permissions and mandatory multi-factor authentication.
• Our external audit confirmed compliance with SOC 2 Type 1; the Type 2 audit is in progress.
• We operate a GDPR-aligned privacy programme and honour deletion requests at any time (we are live in UK, AU, NZ)
• Additional technical and organisational measures are published in our Trust Centre.

• The database is in AWS Sydney.
• AssemblyAI (transcription), Recall (meeting bots) and Anthropic (LLM) process data in the United States. 
  
  • AssemblyAI: Data deleted once received by Marloo
  • Recall: Data deleted after 7 days (call recorded on US-hosted infrastructure)
  • Anthropic: Zero data retention (summaries are generated by Anthropic’s LLM service in the United States. We have an enterprise agreement with Anthropic for zero data retention and priority throughput, so prompts are discarded once the response is returned)
• Transient email and edge traffic may pass through Cloudflare or Amazon SES points of presence in other regions; no customer data is stored there.

Yes. Annex 2 of the Data Processing Agreement, together with our Trust Centre, sets out encryption standards, access controls, audit logging and incident-response procedures. Key points are AES-256 at rest, TLS 1.3 in transit, enforced MFA, twelve-month log retention and SOC 2 Type 1 accreditation with Type 2 in progress.

• Data remains available while your account is active. Users tend to re-visit meetings and recordings frequently. 
• Clients can configure deletion in several ways:
  
  • Meeting bot recordings are automatically deleted within seven days
  • Webapp recordings are stored unless deleted
  • Transcripts are stored unless deleted
  • Summaries are stored unless deleted
• The above is a short term position, and we are about to launch deletion control preferences. 
• When an account ends you may instruct us to delete or export all data. We then delete working copies and keep one encrypted legal-backup copy for up to seven years unless you request a shorter hold.
• Daily encrypted backups are taken and stored in the same AWS Sydney region.
• You can request earlier deletion of specific items by emailing support@gomarloo.com.

No.

Yes, we manage quality control through both internal testing with our own test data. We have never had a complaint or issue with the quality or bias of our summaries. 

If there are any issues, we will act quickly. Our average Intercom response time is <10 minutes.

Yes. Our Terms of Service, Data Processing Agreement and Privacy Policy together meet the requirements of the Australian Privacy Act.

All templates, transcripts, summaries and file notes belong to the customer. Marloo retains only the limited right to process that data to deliver the service and does not reuse or disclose customer content for any other purpose.

Anyone who hates admin! We work with all types of advisers, from independent advisers to multi-billion AUM wealth managers.  

Absolutely not. We believe in human led advice. Your value has never been in doing admin work – it's by being client facing and building great relationships.

Yes! You can easily upload meeting templates or client data to Marloo at any time.

Absolutely. Our AI goes beyond simple meeting summaries. We tailor our product to your firm's specific practices, ensuring notes are captured in your unique style and level of detail.

Not at all – in fact most advisers get fully set up in less than 10 minutes.

Yes! You can ask Marloo anything about any previous client interactions, data or summaries. We don't want you to miss a beat!

Yes, Marloo Teams allows you to manage your team and streamline your practice. Features include adding/removing team members, setting permissions, managing billing and templates, and monitoring compliance.

Marloo's AI empowers you to create accurate, compliant file notes with greater efficiency. Our advanced language models generate drafts, but you retain ultimate responsibility for reviewing, editing, and finalising the documents.

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Transparency and client control are paramount. Marloo allows you to configure prompts to obtain explicit consent before recording any client interaction. This consent is securely documented within the system, ensuring compliance and maintaining trust.

Marloo streamlines compliance, giving you greater efficiency and control. Our AI identifies required disclosures and understands the intent behind client/adviser statements, ensuring nothing is missed. You can even add custom language to notes for precise documentation.  Marloo Teams takes this further with firm-wide oversight, moving you from sample-based compliance to 100% coverage, reducing risk, and saving valuable time.

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We have offices in Sydney, Australia and London, United Kingdom.

It’s a nod to our co-founder Hardy's childhood. He learned to sail in an Optimist dinghy named Marloo – and the name stuck!