Listen to the client
Focus on the person in front of you instead of typing notes.
Meeting Notes
AI meeting notes for financial advisers.
Stay focused on your client. Marloo records the meeting, keeps the transcript and makes clear file notes and meeting summaries with your firm’s templates.
Why it helps
Give the client your full attention.
You can listen instead of type. After the meeting, you still have a clear record of what was said.
Check what was said
Go back to the recording when you need to check a number, concern or promise.
Use your templates
Use one template for reviews and another for fact-finds or file notes.
How it works
Focus on the client. Marloo takes the notes.
Marloo records the meeting so you can listen. When it ends, choose the template you want to use.
Record the meeting
For online meetings, connect your calendar. For in-person meetings, use the web or mobile app.
Read the transcript
See who said what and go back to any detail you need to check.
Make the notes
Choose a template, let Marloo make the first draft, then edit and finalise it.
What advisers say about meeting notes
“We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customisable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”
Rebecca Aldridge
Director, Balance Wealth
“It's a file note app — that's just understating it completely. It will record your meetings, it will summarise them, you will have templates on there, you can search through them. The more clients you see, the more information it has, the easier it is to just pull up information from any time in the last however long you've been using it. It's just incredible.”
George Periera
Director, Futurum Financial Planning
More ways to use it
Make the notes you need from one meeting.
Use the same transcript with more than one template. You can also add your own notes and files before Marloo makes a draft.
Make more than one summary from the same meeting
Add notes before, during or after the meeting
Change the summary while the transcript stays the same
Choose which meetings Marloo joins
Tasks
Every next step ready to move.
Once you generate the meeting summary, Marloo pulls out the actions, follow-ups, and next steps. Each task stays connected to the client and the conversation behind it.
Turn the agreed actions in a meeting summary into clear tasks.
Every task connected back to the client and the moment it came from.
Set up workflows once. Marloo runs them every time.
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.
Ask 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 a paraplanner handover summary in one ask.
Tell Marloo what you need. It gets started.
Trusted by the best advisers
Frequently asked questions about meeting notes
Yes. Marloo works with Microsoft Teams, Zoom and Google Meet for virtual meetings. In-person meetings can be recorded through the Marloo web or mobile app.
Marloo records the meeting and makes a transcript first. You choose when to make the summary and which template to use.
Yes. Make a template for reviews, fact-finds or first meetings. You can also use more than one template on the same transcript.
Yes. The summary is a first draft. You can change it without changing the transcript or template.
No. You can paste an online meeting link into Marloo. You can also record an in-person meeting from the web or mobile app.
Yes. For virtual meetings, Marloo joins the waiting room and must be admitted before it can record. It waits for up to five minutes before leaving.
Yes. Remove Marloo from the meeting, then use Send Marloo Now and let it back in when you are ready.
The recording stays on your phone. When the internet comes back, open the meeting and upload it again.
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
