Meet in person
Put your phone on the table and give the client your full attention.
Mobile App
AI mobile meeting recorder for financial advisers.
Record in-person client meetings, quick conversations and voice notes from your phone. Marloo uploads the audio and turns it into a transcript and clear meeting notes.
Why it helps
Take Marloo into every client conversation.
Not every useful conversation happens on Zoom or Teams. The mobile app gives in-person meetings and quick voice notes the same clear follow-up.
Start in seconds
Choose a calendar meeting or start a quick recording.
Record offline
The audio stays on your phone until you are back online.
How it works
Record now. Write nothing later.
Open the app, record the conversation and let Marloo handle the notes when the meeting is done.
Open the meeting
Choose a meeting from your calendar or start a quick recording for an unscheduled conversation.
Record the conversation
Keep the app open while you meet. If you lose internet, the recording stays safely on your phone.
Make the notes
Upload the recording, add the client and use your template to make the transcript and file notes and meeting summaries.
What advisers say about mobile app
“This is the best tech I have. It is amazing. I have now used it via telephone recordings, zoom recordings and now going through the templates. This is a game changer. This is the best tech in Australia!”
Simon Rayner
Director, Dynamic Orange
“I tested it with a phone call and was very impressed. I then did a diary note from a phone call and loved that it calculated the BMI for me!!”
Keith Gully-Davies
Director, Cornerstone
“I was very impressed. Meeting recording and the summary was very good. Pretty minimal amount of adjustments made to the summary. It would have saved me about 30 minutes to complete plus a reduction in the mental load.”
Nga Vu
Adviser, Lautum Life
“I love Marloo it means I can have a conversation without having to worry about taking notes all the way through the conversation. I also love that I can go back to Marloo when a client asks me a question, pop the email into the Ask Marloo feature and it comes up with a draft reply for me.”
Karen Beckham
Adviser, Enable Me
Built for work away from the desk
No signal? Keep recording.
Marloo stores an offline recording on your phone. Once you are connected again, open the app and upload it to your meeting list.
See scheduled meetings from your connected calendar
Start a quick recording for an unplanned conversation
Keep offline audio on your device until it uploads
Continue the work in Marloo on the web
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 – 2:32pmClient 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.
Ask Marloo
Ask Marloo anything.
Watch it work.
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 a paraplanner handover summary in one ask.
Tell Marloo what you need. It gets started.
Trusted by the best advisers
Frequently asked questions about mobile app
Yes. Marloo is available from the Apple App Store and Google Play.
Yes. Open a scheduled meeting in the app and tap Start Recording. Keep the app open and place the phone close enough to hear everyone clearly.
Yes. Use Quick Recording for an unscheduled conversation, dictated note or meeting that is not on your calendar.
Yes. Open the app while you still have a connection, then you can record offline. The audio stays on your phone and uploads once you reconnect.
The recording pauses. Open Marloo again and tap play to continue. Audio recorded before the pause is kept.
Not yet. After the recording uploads, open Marloo on the web and add it to the right client.
Direct call recording depends on your phone and local rules. Where it is not available, record the call with a supported method and upload the audio file to Marloo.
For virtual meetings, the Marloo meeting bot is more reliable because it captures each participant directly. The mobile app is best for in-person meetings, quick recordings and uploaded audio.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in action
