Compliance assessment
Measured against your compliance framework.
Comparing Zocks alternatives?
Comparing Zocks? Work from the complete client record.
Zocks captures the conversation. Marloo turns it into client review work. By working from the complete client record across your CRM, SharePoint, OneDrive and more, Marloo handles the prep, docs and follow-ups, freeing you to focus on what really matters: the client.
Why advisors switch to Marloo
Compare the client work each product helps your firm complete.
Features
Zocks
Getting Started
Free meeting plan
Record and summarize meetings free. No credit card.
Free Admin Seats
Your support team works in Marloo at no extra cost.
Note Taking
Meeting capture
Capture video, phone and in-person meeting content as a transcript.
AI Summaries
Structured notes in your voice, minutes after the meeting.
Mobile App
Record meetings and voice notes on iOS and Android.
CRM Fundamentals
Structured client data
Assets, income and other client facts, updated from captured client information.
Client Relationships
Link partners, dependents and entities.
Task Management
Templates, recurring tasks and team assignment.
Pipelines
Track client work through stages and owners.
VoIP calling
Client calls with summaries, tasks and follow-ups.
Custodian connections
Sync account and holdings data into the client record.
Salesforce integration
Connect Salesforce with Marloo using the agreed record and sync setup.
Prep and Integrations
Meeting Prep
AI-prepared brief from prior meetings and connected client context.
Calendar Sync
Meetings link to clients.
Email Integration
Emails feed into prep, drafts and documents.
File Integration
SharePoint, OneDrive and Google Drive. Files feed into prep, drafts and documents.
Document Generation
Client review documents
AI-drafted narrative reviews from meetings and the client record, in your firm's review template.
AI review templates
Generate narrative client reviews in your firm's own structure, wording and formatting.
Intelligence
Unified Client Data
Prep, notes, tasks and records in one place.
Universal Chat
Ask questions across client meetings, notes and connected documents.
Universal AI
Context-aware AI embedded in meetings, tasks and documents, and across your work.
Source references
Open linked meeting or document references behind an AI answer.
AI form filling
Use AI to interpret client information and populate your supported forms for review.
Skills
Teach Marloo how your firm carries out a repeatable task.
DocuSign e-signature
Send supported forms for signature and track their status.
Security
SOC 2 Type II Certified
US data storage. Your data and your clients’ data, protected at every level.
Already using Zocks?
Why advisors switch to Marloo
Zocks combines meeting capture and follow-ups with connected CRM, portfolio and document context. It supports book-wide queries and client letters through connected AI tools. Compare the client review document and the work your team completes across the systems you need.
Marloo is built around the work that follows the meeting, and moves beyond the CRM. Every conversation, email and document builds one client record, and that record drafts the client review documents and follow-ups in your firm's own templates. Custom documents are included on Pro, with free seats for your admin team.
Keep the focus on the client. Marloo brings the client record, meeting work and document drafting together, with custom documents on Pro and free admin and support seats. Compare the finished review and the steps your team takes to get there.
Coming soon
Client portal
Give clients a place to see documents and their next steps.
AS SEEN ON
Advisors love Marloo
“Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it's 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You've got a client for life.”
Aaron D'Souza
Director, LESA Financial
“It's hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I've reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.”
Will Powis
Financial Advisor, Wisely Finance
“I was scrambling to find the time, working late in the evening to generate documents and working on the weekend. With Marloo that personal time that you get back, just for quality of life, is invaluable. It's incalculable.”
John McWey
Director and Financial Advisor, Ardbrack Financial
“We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it's done more than save time—it's sparked curiosity, energised our team, and deepened client relationships. It's transformed how we work.”
Georgie Miles
COO, enable.me
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 Type II certified
SOC 2 Type II certified, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
For US firms, Marloo stores client data in the US. Your firm’s data is stored in its own region rather than pooled in another market.
Your calling is advice,
not admin
See how Marloo turns the complete client record into unlimited, custom client documents, with no additional document fee.
Frequently Asked Questions
Marloo brings the complete client record into one view and turns that context into unlimited custom client documents, presentations and forms, with no additional document fee.