AI tools for financial advisers in New Zealand.
Marloo handles the admin so you can focus on advice. Here's how every feature works together to save you hours every week.
During the meeting,
Marloo takes notes for you, so you can focus
Connect your calendar and Marloo joins automatically. It transcribes every word, identifies who's talking, and captures the key points — so you can be fully present with your client.
Automatic transcription and summarisation from every meeting
Key action items and decisions captured without lifting a finger
Works with Zoom, Teams, Google Meet, and in-person meetings
Teams · 2:00pm – 2:32pmNever miss a follow-up,
Action items that create themselves
Marloo listens for commitments during meetings and creates tasks automatically. Track everything across your client book without writing a thing.
Tasks extracted automatically from meeting conversations
Never forget a follow-up or commitment again
Track progress across your entire client book
Compliant documents generated in minutes
Marloo turns your meeting notes into SOAs, fact-finds, and review letters using your own templates. Every document sounds like you wrote it, not a robot.
Create SOAs, fact-finds, and review letters from meeting context
Customisable templates that match your firm's branding
Consistent, compliant output every time
The full picture,
Every client interaction in one place
See every meeting, document, email, and task for a client in a single timeline. Get instant context before any interaction — no more digging through folders and inboxes.
See every meeting, document, email, and task in a single timeline
Instant context before any client interaction
Search across all client data in seconds
Follow-ups handled,
AI-drafted emails from what was actually discussed
Marloo drafts follow-up emails grounded in your meeting context. Review, tweak the tone, and send — all in a single click. Every email sounds professional and consistent.
Drafts grounded in what was actually discussed
Review, edit, and send in a single click
Consistent, professional tone across your team
Ask anything,
Get answers grounded in your data
Ask Marloo a question and get instant answers pulled from your meetings, documents, and emails. Every response is linked back to its source so you can verify in seconds.
Natural language questions across all your client records
Every answer linked back to the source meeting or document
Prepare for meetings in seconds, not minutes
No more copy-paste,
Provider forms filled out in seconds
Marloo pulls client data from your records and auto-fills provider applications. No more re-typing names, dates, and risk profiles across multiple forms.
Populate provider applications from existing client records
Reduce manual data entry and copy-paste errors
Works with major platform and provider forms
Your AI assistant,
Priorities, summaries, and drafts on demand
Marloo knows your clients, your meetings, and your documents. Ask for a summary, get today's priorities, or draft a letter — no training required, it just works.
Get priorities, summaries, and drafts on demand
Understands your clients, meetings, and documents
Available whenever you need it — no training required
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
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