Document generation tips and tricks, with Millie

About this session

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.