# Marloo

> Marloo is an AI assistant that helps financial advisers automate meeting notes, file documentation, and administrative tasks so they can focus on building client relationships.

Marloo is purpose-built for financial advisers in the UK, Australia, New Zealand, South Africa, and the United States. Unlike generic AI transcription tools, Marloo understands financial services terminology, compliance requirements, and the nuances of advice conversations.

## Key Features

- **AI Meeting Notes**: Automatically captures and structures meeting notes with financial-services-specific intelligence
- **Custom Templates**: Advisers can create templates tailored to their workflows (fact-finds, reviews, first meetings)
- **Ask Marloo AI**: Query across all client files to find information, generate summaries, or draft follow-ups
- **Compliance Ready**: SOC 2 Type 2 certified and GDPR compliant

## Core Pages

- [Home](https://www.gomarloo.com/): Main landing page with product overview
- [About](https://www.gomarloo.com/about): Company background and mission
- [Pricing](https://www.gomarloo.com/pricing): Subscription plans and pricing
- [Book a Demo](https://www.gomarloo.com/book): Schedule a product demonstration

## Case Studies

- [Blacktower Financial Management](https://www.gomarloo.com/case-studies/blacktower): UK adviser wins new clients with "infinitely superior" AI notes
- [Pie Funds](https://www.gomarloo.com/case-studies/pie-funds): NZ adviser saves 7 hours a week
- [enable.me](https://www.gomarloo.com/case-studies/advicefirst): NZ's leading advice firm saves 15+ minutes per meeting
- [Omura Wealth](https://www.gomarloo.com/case-studies/omura-wealth): Sydney adviser saves up to 15 hours a week
- [Mortgage Room](https://www.gomarloo.com/case-studies/mortgage-room): NZ mortgage broker doubles client appointments
- [EXE Capital](https://www.gomarloo.com/case-studies/exe-capital): UK firm building with Marloo as AI partner
- [Fidenti Wealth](https://www.gomarloo.com/case-studies/fidenti): UK adviser saves 1 hour per meeting

## Blog

- [The best way to use AI as a Financial Adviser](https://www.gomarloo.com/blog/the-best-way-to-use-ai-as-a-financial-adviser)
- [Marloo raises US$2.7M](https://www.gomarloo.com/blog/marloo-raise): Seed funding announcement
- [Will AI Replace Financial Advisors?](https://www.gomarloo.com/blog/will-ai-replace-financial-advisors-what-you-need-to-know)
- [How to create AI file notes](https://www.gomarloo.com/blog/how-to-create-ai-file-notes-as-financial-adviser)

## Company Information

- **Founded**: 2024
- **Headquarters**: Wellington, New Zealand with presence in London and Sydney
- **Funding**: US$2.7M seed round led by Blackbird Ventures
- **Markets**: UK, Australia, New Zealand, South Africa, United States

## Optional

- [Careers](https://www.gomarloo.com/careers): Open positions
- [Press Kit](https://www.gomarloo.com/press-kit): Media resources
- [Privacy Policy](https://www.gomarloo.com/privacy-policy): Data handling practices
- [Terms of Service](https://www.gomarloo.com/terms): Legal terms