Ask Marloo across your whole client book, with Eoin | Marloo webinar

About this session

Ask Marloo can now search across your whole client book, not just one client record or meeting, and every answer shows its sources. You'll see how to: - Ask one question in Universal Chat and get answers across your whole client book - Surface commitments and follow-ups sitting unactioned across the team - Create tasks, notes and email drafts without leaving the chat Register for the next webinar: Marloo is the AI partner for financial advisers.