✦ Partnerships

Let's do something useful together

Marloo is AI built specifically for UK financial advisers. If you work with the advice profession as a network, professional body, event organiser, or software provider, we would love to explore working together.

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What we can offer

We work with UK-based organisations in six ways. All of it is grounded in practical, relevant content designed for practising advisers.

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Attending and Speaking at Conferences

Invite us to speak at your UK adviser event. We cover AI adoption in financial planning, Consumer Duty documentation, and the future of the advice profession. Practical, opinion-led, and grounded in real adviser experience. No vendor pitches.

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CPD Training and Workshops

From a single awareness session to a multi-session programme built for FCA continuing competence. One-off workshops are jargon-free and open to any size group. Structured CPD programmes go deeper, covering GDPR, data governance, and implementing compliant AI workflows across a firm or network. Available in-person or online.

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Webinars and Online Events

One-off live online sessions on a specific topic: Consumer Duty record-keeping, AI in mortgage advice, suitability documentation at scale. Focused and time-efficient, typically 30 or 60 minutes with Q&A. Good for reaching a broad audience quickly without the logistics of an in-person event.

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Thought Leadership

Co-authored pieces, white papers, and expert commentary for UK trade press, newsletters, and podcasts. We have contributed to leading industry publications and are happy to work with publications covering the UK advice profession. No thinly veiled sales pitches.

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Network and Referral Partnerships

We partner with AR networks, consolidators, and compliance consultancies to make Marloo available to their member firms. We work on agreed commercial terms with dedicated onboarding support and ongoing account management for your advisers.

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Software and Platform Integrations

We are actively building integrations with the UK's leading advice platforms: back-office systems, CRMs, and advice execution tools. If your platform serves UK advisers and you want to explore an API integration, embedded Marloo workflows, or a co-marketing arrangement, we want to hear from you.

Who this is for

We work with organisations across the UK advice profession. Here are the types of partnerships we have built and are actively looking to grow.

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Adviser networks and compliance consultancies

AR networks, consolidators, and compliance firms supporting multiple advice practices who want to roll out consistent, FCA-compliant AI tooling across their member base.

Financial planning software providers

Platforms already serving UK adviser firms who want to explore API integration, embedded Marloo workflows, or co-marketing opportunities. We are actively building out our integration roadmap and prioritise partners with broad reach across the UK market. CRMs, back-office systems, and advice execution platforms are all relevant.

Professional bodies and trade associations

CISI, PIMFA, PFS, and similar organisations looking to offer members relevant, practical AI education and structured CPD content that meets FCA continuing competence requirements.

Conference and event organisers

Anyone running events for the UK advice profession who wants speakers delivering grounded, practical content relevant to FCA-regulated advice.

Publications and media

Trade press, newsletters, and podcasts covering the UK advice profession looking for credible voices on AI adoption, Consumer Duty, and the future of financial planning.

Get in touch about a partnership

Tell us a bit about your organisation and what you have in mind. We will get back to you within two working days. If you would rather talk first, book a call directly.

📅 Prefer a call? Book a 30-minute slot

Ready to explore a partnership?

Book a 30-minute call with the team. No hard sell, just an honest conversation about whether there is a good fit.

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