Marloo TV

Document generation

Document Generation for Beginners with Eoin

New to document generation, or never quite got started? This session covers everything you need to go from meeting to finished document. You'll come away knowing how to: - Set up your first template from a document you already use - Generate a suitability report or file note straight from a meeting - Review and refine the output before it goes anywhere

Weekly updates

Integrations: getting your client context into Marloo, with Andy | Marloo webinar

Marloo works better the more of your client context it can see. In this session Andy runs through every integration available and shows you how to set each one up for your team. You'll see how to: - Connect SharePoint and Google so Marloo can read your existing files - Bring client records across in bulk with the CRM importer - Set up webhooks to move data between Marloo and your other systems Register for our next webinar: Marloo is the AI partner for financial advisers.

Introduction

Introduction to Marloo, with Barnie

A session for anyone who has not seen Marloo yet, and wants to know where AI can realistically fit into their business. Most firms know AI could save them time, but not where to start. We will walk you through one client meeting end to end, from the recording to a drafted suitability report. You'll see how to: - See how AI fits in your advice process today - Capture a client meeting and turn it into a structured file note - Produce a first draft suitability report from that same meeting

Document generation

Document generation for beginners, with Barnie

New to document generation, or never quite got started? This session covers everything you need to go from meeting to finished document. You'll come away knowing how to: - Set up your first template from a document you already use - Generate a suitability report or file note straight from a meeting - Review and refine the output before it goes anywhere

Weekly updates

What's new in Marloo, and what's coming next, with Jack

Marloo has shipped a lot recently and more is close behind. Jack will demo the latest releases on screen, including the compliance dashboard we are looking for partner firms to help shape. You'll see how to: - Build a client insights view that works for you with the new widget library - Pull fund and portfolio data through the Morningstar integration - Ask questions using universal chat

Weekly updates

From first meeting to advice for a bereaved client, with Barnie

Inheritance cases carry more admin than most, and a grieving client should never have to repeat themselves. Barnie takes one case from the first meeting through to finished advice, live on screen. You'll see how to: - Set a new client up straight from the first meeting recording - Keep the case moving with tasks so nothing slips between adviser and paraplanner - Generate the suitability report and review it before it reaches the client

Introduction

Introduction to Marloo, with Navyaa

A session for anyone who has not seen Marloo yet, and wants to know where AI realistically fits in an advice business. Most firms know AI could save them time, but not where to start. Navyaa walks through one client meeting end to end, from the recording to a drafted suitability report. You'll see how to: * Decide where AI fits in your advice process today * Capture a client meeting and turn it into a structured file note * Produce a first draft suitability report from that same meeting

Document generation

Document Generation for beginners, with Navyaa

New to document generation, or never quite got started? This session covers everything you need to go from meeting to finished document. You'll come away knowing how to: - Set up your first template from a document you already use - Generate a suitability report or file note straight from a meeting - Review and refine the output before it goes anywhere

Getting set up

Get set up with Marloo, with Eoin

In this session you'll see how to: - Connect your calendar so Marloo joins your meetings automatically - Connect your email and name your notetaker - Record your first meeting and get a summary you can actually use - Generate your first document from a meeting - Ask Marloo your first question and find what it can do on every screen - Invite your team so everyone starts from the same place

Weekly updates

Get to know your clients better, with Barnie

Client detail gets buried across meeting notes, emails and fact finds, and it rarely makes it into the advice. Barnie will show you how Marloo captures everything your clients tell you and puts it to work. You'll see how to: - Capture every client detail automatically from your meetings - Use Ask Marloo to pull client history in seconds before a review - Personalise suitability reports with the detail clients actually gave you

Document generation

Document Generation for beginners, with Georgia

New to document generation, or never quite got started? This session covers everything you need to go from meeting to finished document. You'll come away knowing how to: - Set up your first template from a document you already use - Generate a suitability report or file note straight from a meeting - Review and refine the output before it goes anywhere

Getting set up

Get set up with Marloo, with Eoin

Get set up with Marloo In this session you'll see how to: - Connect your calendar so Marloo joins your meetings automatically - Connect your email and name your notetaker - Record your first meeting and get a summary you can actually use - Generate your first document from a meeting - Ask Marloo your first question and find what it can do on every screen - Invite your team so everyone starts from the same place

Weekly updates

Document generation tips and tricks, with Millie

Get more from Marloo's document generation. In this session, Millie walks through building a core suite of suitability report templates from scratch, with Ask Marloo doing the heavy lifting. In this session you'll see how to: - Create suitability templates from a blank page - Use Ask Marloo within document generation to shape and refine them - Set up a reusable suite you can rely on for every client Register for our next webinar: Marloo is the AI partner for financial advisers.

Weekly updates

Supporting a vulnerable client in Marloo, with Barnie

Vulnerability can be easy to miss and even harder to evidence. In this session, Barnie shows how Marloo helps you spot the signs early and handle them with confidence. In this session you'll see how to: - Identify indicators of vulnerability from an initial client meeting - Build a clear workflow for onboarding a vulnerable client - Produce a sample vulnerability assessment and letter of authority Register for our next webinar: Marloo is the AI partner for financial advisers.

Introduction

Marloo Full product Demo (10 mins)

Introduction

How Marloo speeds up the advice workflow (With Olle)

See Marloo in action: turn a day of back-to-back meetings into file notes, documents and completed forms in minutes In this intro webinar we walk through how Marloo fits into a financial adviser's existing workflow. From capturing meetings to generating client-ready documents and just how much admin time it can take off your plate. Whether you're an adviser drowning in file notes after a busy day, or a support team member trying to get information handed over cleanly, this session shows how Marloo speeds up the whole process. What we cover: - Automatic meeting capture — Marloo joins your video calls (Google Meet, Zoom, Teams) via your connected calendar, or records in-person meetings through the iPhone/Android app, with transcripts ready in ~30 seconds - Summarising a transcript into a file note, fact find or handover using default and fully custom templates - Building templates from your own documents, or from scratch just by chatting to Marloo - Adding voice notes to fill in context that wasn't covered in the meeting - Automatically surfacing tasks and lodging them against the client profile - Ask Marloo — pull insights from a conversation and even draft follow-up emails, pushed straight to Outlook or Gmail - The client profile — a living knowledge base with meeting history, uploaded files, RetireMap notes and email integration - Uploading company context (strategy library, FSG, compliance framework, APL, fee schedules) for Marloo to draw on - Generating SOAs, ROAs and annual review packs, with Review Mode highlighting gaps, sources, contradictions and AI judgement calls - Exporting to PDF or Word in your own styling - Auto-populating fillable PDF forms Try Marloo free: Head to our website, create a free account, connect your calendar and add your team. Everything shown in this webinar is included. Want a personalised walkthrough? Reach out to our team and we'll take you through it. 👉

Weekly updates

LOA policy analysis (with Jack)

Letters of authority come back thick with detail. Plan values, fund holdings, charges buried three pages deep. Reading it, cross-checking it, writing it up: hours gone before you've given a word of advice. Upload the provider responses and Marloo extracts the policy details, lays them out clearly, and drafts the analysis ready for your review. Every figure connects back to Ask Marloo, so if you're unsure where a charge came from, just ask and Marloo points you to the source. What Jack covers in the webinar: - Uploading and analysing LOA documents - Reviewing and refining the output - Live Q&A

Weekly updates

Document Generation tips and tricks with Navyaa

Most document quality issues trace back to one thing: the template. Get that right and your docs come out clean from the start. What she covers in this webinar: - Template vs generation prompt: what goes where, and why mixing them causes generic output - The refinement loop: a great template in two or three cycles, not endless edits - Quick wins most people miss: dictating instructions, favouriting prompts, clearing a stalled chat - Review Mode and the colour-coding that shows where to focus Common gotchas, one-line fixes: TBC tags, locked text, stubborn formatting

Weekly updates

Weekly webinar with Jack (Product Lead): what's new with Marloo's client tab

Your client base is more than a list of names. Jack will walk through the new Clients tab, built to reflect how your clients actually exist and to surface the opportunities and gaps that matter. What he covers: - The new Clients tab, end to end. - Editable client detail that stays current, so every profile reflects reality. - Insight cards that surface what matters, not just store it. - Smarter sorting and filtering to slice your client base however you need. - How to create groups for clients who have previously been merged. - Live Q&A

Weekly updates

How to build a new client proposal with Marloo's document generation feature

Document Generation deep dive with Millie Straight from an initial meeting to a finished client proposal. Millie shows you how to build a client ready document from the inputs Marloo captured in the room.

Weekly updates

Maximising Marloo: What's shipped and what's coming

Shak (co-Founder of Marloo) talks you through the product roadmap, what's already shipped and what's in the pipeline

Weekly updates

Personalising Marloo: How to make Marloo look like yours

What this video covers: - Branding your workspace and meeting bot - Configuring document styling end to end - Using dynamic fields so cover pages fill themselves - Writing Global Instructions that apply firm-wide - Live Q&A

Introduction

Marloo Full Product Demo (30 mins)

End to End Marloo product walkthrough: from meeting to suitability review in minutes

Weekly updates

Sneak peak at Marloo's new clients tab

What this video covers: - The new Clients tab, end to end - Editable client detail that stays current - Insight cards that surface what matters - Smarter sorting and filtering controls - Live Q&A

Weekly updates

Teach Marloo to work your way- Templates live walkthrough

What this video covers: - Building a template from scratch - Turning a Word doc or PDF into a reusable template - Task templates with due dates that look after themselves - Automatic tasks from your meetings - Live Q&A

Weekly updates

New in Marloo: Tasks, Emails and Forms

In this webinar, Andy shows how Marloo's new PDF Forms and Email Integration kill the two biggest time-wasters in advice admin: retyping client details into forms and hunting through your inbox. Upload a fillable PDF once - Marloo fills it for any client, every time, pulling from meetings, notes, files, and emails. Connect your inbox and every message and attachment feeds Ask Marloo, document generation, and meeting prep. Less admin. More advice.

Weekly updates

Company Update & Capital Raise with Co-Founder Hardy | Marloo Webinar

Co-Founder Hardy shares a company update and the story behind Marloo’s capital raise.

Document generation

Document Generation: Templates & Best Practices | Marloo Webinar UK

Templates and best practices for generating client documents with Marloo.

Weekly updates

What is Ask Marloo? How is it better than generic LLMs? | Marloo Webinar UK

Why Ask Marloo beats generic LLMs for financial advice work.