Write a draft
Make a follow-up email, client brief or meeting plan.
Ask Marloo
AI assistant for financial advisers.
Ask Marloo a question from any meeting, client, document or task. It uses what is on that page to help you write, edit or plan.
Why it helps
Ask a question. Start the work.
Ask Marloo can use the client or document you already have open. You do not need to copy it into a new chat.
Make an edit
Change words, tone, tables or parts of a document.
Plan the next steps
Find task details, make a plan and update the work.
How it works
Open Ask Marloo where you need help.
Open Ask Marloo from the client, meeting, document or task you are working on. It will use the right information.
Open your work
Start from a meeting, client, document, task, slide or template.
Ask or talk
Ask for a detail, a short brief, an email, a task plan or an edit.
Check and use the answer
Check the answer and its source, then use the draft where you need it.
What advisers say about ask marloo
“Talk to Marloo is here! Love it!”
Tom Barlow
Adviser, Roskow
“Just a quick note to say how incredibly happy I am with Marloo right now. I just generated a quick response to a client query, a document that would have taken me anywhere from 30 to 60 minutes to write up properly and I had a very usable draft in about 10 secs with Marloo.”
Stephen Farrell
Director, Guided Wealth
“The learning curve is nowhere near as steep as other options out there. It just seems to really extract that financial information really well, and the way it couches it in the right kind of language.”
Justin Doyle
Financial Adviser, BIS Cosgrove
“Worked perfectly. Once uploaded, I then went to Ask Marloo AI and asked it to provide a full breakdown of their cash accounts, which it did perfectly. You guys have built an incredible product!”
George Newton
Director, Chartwell Wealth Management
What Marloo can see
Ask Marloo uses what you have open.
Open it from a client, meeting or document. This tells Marloo which information it can use.
Client View can search meetings, files, notes and emails
Meeting chat can use the transcript, summary, notes and files
Document chat can use the template and files you picked
You can speak your question or search the web
Client View
Everything about your client,
always up to date
Every meeting, document, email, task, and note for every client in a single timeline. Instant context before any interaction. No more digging through folders and inboxes.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
Emails
Your inbox,
finally working for you
Every client email powers Marloo to work for you. Ask Marloo, documents, client summaries. All informed by your inbox.
Every client email in their profile, summarised and ready to scan.
Text, attachments, and images. Nothing missed.
Draft replies, prep for meetings, generate documents. All from your email history.
Tasks
Every next step ready to move.
Once you generate the meeting summary, Marloo pulls out the actions, follow-ups, and next steps. Each task stays connected to the client and the conversation behind it.
Turn the agreed actions in a meeting summary into clear tasks.
Every task connected back to the client and the moment it came from.
Set up workflows once. Marloo runs them every time.
Trusted by the best advisers
Frequently asked questions about ask marloo
No. Ask Marloo works inside your meetings, clients, documents, tasks, slides and templates. What it can use depends on the page you open it from.
Yes. It can write an email from the page you have open, then open the draft in Gmail or Outlook.
Yes. Ask Marloo can change words, tone, layout and tables. You can undo a change.
Yes. Client View shows source links. In a meeting or document, you can ask where a detail came from.
Yes. Use the microphone button or the Option + Space shortcut to dictate questions and instructions in Marloo.
Yes. It can search the web when you need outside information. Check client facts against the client record.
Yes. Team members can ask about the meetings and clients they have access to.
No. Your chat history is private to you. You can reopen previous conversations from the same working surface when you need to continue.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in action
