Type less
Use saved client and advisor details instead of typing each field.
Forms
AI form filling for financial advisors.
Upload a fillable PDF once. Marloo fills it with details from the client record and your firm.
Why it helps
Use the client details you already have.
Marloo fills the form from the same client record your team already uses.
Save firm details
Save your office details and common choices in the form.
Choose what Marloo uses
Pick the client records Marloo should read and add notes for this form.
How it works
Fill the form without typing every detail again.
Save the form once. Then use it for any client and choose which records Marloo should read.
Add the form
Upload a fillable PDF. Save firm details and turn off fields your organization does not use.
Choose the client details
Pick the meetings, files, notes, emails and team details Marloo should use.
Check and download
Check the filled PDF, fix any field and download the final form.
What advisors say about forms
“I am LOVING the templates and how accurate the information is. I can download the PDF files easily and upload these to our GEM system.”
Jess Barlow
Advisor, Mortgage Supply Co
“Marloo has totally changed our business. The accuracy and efficiency means that we can now easily and cost-effectively help family members of our investment clients to deal with their KiwiSaver, without spending hours writing up a IPS.”
Carey Church
Advisor, Money Works
Set it up once
Check every field before you send the form.
Save firm details and turn off fields you do not use. Every filled field can still be checked and changed.
Save firm details that stay the same
Turn off fields you do not use
Type or speak extra instructions
Edit, check and download the PDF
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.
Meeting Notes
During the meeting,
Marloo takes notes for you, so you can focus
Connect your calendar and choose the meetings Marloo should join. It keeps the transcript and turns it into a structured, editable summary using the template you select.
Transcripts plus template-driven, editable meeting summaries
Keep key decisions and client detail connected to the source conversation
Works with Zoom, Teams, Google Meet, and in-person meetings
Teams · 2:00pm – 2:32pmAsk Marloo
Ask Marloo anything.
Watch it work.
Marloo knows everything about your clients. Get an answer in seconds. Ask it to draft, update, or create, and it gets straight to work.
Ask anything about any client. Marloo searches everything.
Get an associate handover summary in one ask.
Tell Marloo what you need. It gets started.
Trusted by the best advisors
Frequently asked questions about forms
Marloo works with fillable PDFs. It does not work with scanned, image-only or password-protected PDFs.
Choose meetings, files, notes, emails, company files or advisor details. You must choose at least one.
Yes. Fixed values such as firm name, address or standard selections can be saved in the template and carried into future outputs.
Yes. Completed forms can be previewed and edited field by field before they are downloaded.
Yes. Upload and configure the fillable PDF once in the shared form library, then select it whenever another client needs that form.
Yes. Configure unused fields at the template level so Marloo does not try to complete sections your organization does not use.
Yes. Type or speak extra notes before Marloo fills the form.
Yes. Team members with access can fill a form for the advisor to check.
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
