Introduction to Marloo, with Navyaa

About this session

A session for anyone who has not seen Marloo yet, and wants to know where AI realistically fits in an advice business. Most firms know AI could save them time, but not where to start. Navyaa walks through one client meeting end to end, from the recording to a drafted suitability report. You'll see how to: * Decide where 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