Introducing Skills in Marloo | Marloo webinar

About this session

Skills are new in Marloo, and this session shows how they work. Save any task your firm does regularly and run it again with one command, using the context Marloo already has. You'll see how to: - Send post meeting follow up emails in the adviser's voice, in the same format every time - Prepare for annual reviews by pulling together what has changed since the last one - Compare products with fees, performance and asset allocation side by side - Run a morning briefing covering today's meetings, who they are with and what each client still has outstanding Read more about Skills: Register for the next webinar: Marloo is the AI partner for financial advisers.