How Marloo speeds up the advice workflow (With Olle)

About this session

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. 👉