Know what to do
See the task and the meeting that created it.
Tasks
AI task management for financial advisors.
Marloo finds the next steps in your meeting summary, makes clear tasks and sends each task to the right person.
Why it helps
Every task shows where it came from.
Open a task to see the client and meeting behind it. Your team knows what to do and why.
Pick the right person
Give each task to an advisor or support team member.
Reuse the steps
Save a task as a template so it is ready next time.
How it works
Turn meeting notes into clear tasks.
Marloo finds the work in your meeting summary. Your team can assign it, set dates and mark it done.
Finish the meeting summary
Review the summary so Marloo can find the actions and follow-ups.
Make the tasks
Add owners, dates, priorities and smaller steps when you need them.
Assign and track
Send each task to an advisor or support team member, then track it until it is done.
What advisors say about tasks
“Marloo is a game changer. It feels reassuring knowing what we've discussed in meetings is recorded and will produce more accurate notes, emails, activity lists, compliance. It saves hours a day.”
Jude Anker
Advisor, Anker Mortgages
“Marloo has solved a lot of issues around record keeping in our business, improved communication between advisors and support staff plus saved time in preparing notes/emails and reports.”
Jason Vokes
Advisor, Wealthpoint North
“Marloo tackles the relentless post-meeting admin and compliance burden head-on. I've reclaimed hours every single week, fundamentally shifting my focus from tedious tasks back to high-value client strategy. It's indispensable.”
Matthew Pelizzari
Financial Planning Partner, Oreon Partners
Your task list
See what needs to be done.
Filter tasks by client, owner or due date. Ask Marloo to find the meeting details or write a follow-up.
See tasks that are open, in progress or done
Add reminders, due dates and priorities
Break big tasks into smaller steps
Update many tasks at the same time
Meeting Notes
During the meeting,
Marloo takes notes for you, so you can focus
Connect your calendar and choose the meetings Marloo should join. It keeps the transcript and turns it into a structured, editable summary using the template you select.
Transcripts plus template-driven, editable meeting summaries
Keep key decisions and client detail connected to the source conversation
Works with Zoom, Teams, Google Meet, and in-person meetings
Teams · 2:00pm – 2:32pmAsk Marloo
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Marloo knows everything about your clients. Get an answer in seconds. Ask it to draft, update, or create, and it gets straight to work.
Ask anything about any client. Marloo searches everything.
Get an associate handover summary in one ask.
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Client View
Everything about your client,
always up to date
Every meeting, document, email, task, and note for every client in a single timeline. Instant context before any interaction. No more digging through folders and inboxes.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
Trusted by the best advisors
Frequently asked questions about tasks
Marloo reads the meeting summary and finds the next steps. It can make reminders, groups of tasks and tasks with smaller steps.
Yes. Give a task to one or more team members. Marloo can also split advisor work from support work.
Yes. Save a task as a template with its steps, dates and priority. You can use it again when the same type of work comes up.
Yes. Ask what to do next, see the meeting behind a task, make a plan or change the task status.
Tasks can include a description, assignees, priority, reminder date, due date and sub-tasks for work that needs several steps.
Yes. Use filters such as client, assignee, status, reminder date or deadline to narrow the dashboard to the work that matters now.
Yes. Each task links to the client and meeting that created it, so the team can see why it is needed.
Yes. Keep a template in Personal for yourself, or put it in Team so the firm can use it.
Your calling is advice,
not admin
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