“Marloo changed everything. What would usually take me up to 45 minutes of typing notes now takes 20. Now I can fit in five or six appointments a day instead of three or four.”
Paul Fuller
Founder, Mortgage Room
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Meet the Marloo Team
Curious why NZ advisers are switching to Marloo? Book a call with our team for a personalised demo.
45m
Pacific/Auckland
Antonio Lucero, NZ GTM Lead
Previously Head of Advice, Opes Partners
and Head of Client Acquisition, Fisher Funds
“Marloo changed everything. What would usually take me up to 45 minutes of typing notes now takes 20. Now I can fit in five or six appointments a day instead of three or four.”
Paul Fuller
Director, Mortgage Room
“I used to spend over two hours preparing meeting summaries. Now it's 20 minutes, with more clarity and the full client history itemised right after the call.”
Aaron D'Souza
Director, LESA Financial
“Clients are actually noticing the difference because we're so much quicker to get that summary back to them.”
Georgie Miles
COO, enable.me
“Marloo has probably freed up somewhere between 5-10 hours in our business each week so we can spend more time with clients and growing our business.”
Kevin Smee
Director, Solutions Financial
AS SEEN ON
Advisers love Marloo
Real firms, real quotes.
“Clients are actually noticing the difference because we're so much quicker to get that summary back to them.”
Georgie Miles
COO, enable.me
“With Marloo more of my day is spent doing things that I enjoy.”
Simon Hepple
Wealth adviser, Pie Funds
“I purely saw the future. With Marloo you immediately start to think about all the possibilities if documents can be generated this fast.”
Ashley Pickett
Director, Everest Wealth
“I'm saving up to 10 hours a week, and using that to speak to new clients and give better service.”
Terry Vogiatzis
Founder, Omura Wealth
“The reason I went to Marloo was because of its chat feature, Ask Marloo. The chat function is gold.”
Josh Coligan
Sole adviser, RDA Wealth Advisory
SOC 2 Type 2 CompliantNo model training on your dataConfigurable data retentionData controls
Frequently asked questions
Straight answers, before you give us 45 minutes.
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45 minutes with Antonio. Built around a realistic client scenario - no real client data - and how your firm works.
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