Marloo Blog

Helping advisers stay ahead with thoughtful perspectives on AI, compliance, and client service

Introducing Skills

Skills lets advice firms save everyday tasks in Marloo and run them with one command.

Marloo just got smarter, and so did your firm.

Most firms enforce standards after the fact — review, correct, send back. Same corrections, every week. Knowledge tab changes that.

Ask Marloo, now universal

Closing the gap between what you know and what you can act on. Ask Marloo now reaches across every meeting, every document, every client record and every email in the book.

Marloo and NEOS partner to bring AI-powered insurance pricing to financial advisers

Marloo announces insurance partnership with NEOS

NEOS and Marloo have partnered to give financial advisers indicative pricing across the three products on the NEOS Platform, directly inside the advice workflows they already use.

Where your clients' data actually lives

Where Marloo stores Australian advice firms' client data, what happens during processing, and the independently verified controls that stand behind it.

Beyond the notetaker

Marloo has raised a US$10M seed round led by Blackbird Ventures, bringing total funding to $12.7M and accelerating the AI partner for every financial adviser.