Introduction to Marloo, with Barnie

About this session

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