Marloo Webinars

Discover what's new at Marloo and ask questions live

Marloo weekly webinar

30 minutes every Wednesday to help you get more from Marloo. New features, practical tips, and your questions answered live.

Thirty minutes. Always useful.

Every session follows the same structure so you know exactly what you're getting. No filler.

Part 1 — 10 minutes

Product spotlight

A focused live walkthrough of one feature, update, or workflow. Practical and demo-led every time.

Part 2 — 10 minutes

Tips & tricks

How real Marloo customers are getting value right now. Real use cases, real time savings.

Part 3 — 10 minutes

Open Q&A

Bring your questions. Nothing is off-limits: product, process, or what's coming next.

Learning objectives

Every session is designed around clear, practical outcomes. By attending regularly, you'll build confidence and capability across Marloo's core workflows.

Understand how to use Marloo's core features to reduce time spent on meeting administration and documentation

Identify practical opportunities to embed AI into your firm's day-to-day advice workflows beyond note-taking

Configure Marloo for your practice: templates, roles, branding, and team permissions

Evaluate how AI tools can support Consumer Duty obligations and FCA compliance requirements in an advice context

Built for everyone on your team

Whether you're an adviser, paraplanner, or compliance lead, there's something useful every week.

Advisers

Get more from every client meeting with less time on notes, follow-ups, and docs.

Paraplanners

Time-saving workflows and document generation features built for how you work.

Management

Stay across what's new and understand how to get the most from Marloo firm-wide.

Compliance leads

How Marloo handles data, audit trails, and docs for FCA-regulated advice.