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What is Marloo?

Marloo is a cutting-edge AI assistant specifically designed for financial advisers, aimed at reducing the burden of repetitive paperwork and administrative duties that often consume precious time, allowing advisers to focus on building strong client relationships and engaging in meaningful strategic planning. It integrates effortlessly with platforms like Outlook or Google Calendar and is capable of joining or recording meetings on popular services such as Teams, Zoom, Google Meet, and Webex, while skillfully capturing transcripts, identifying speakers, and generating accurate, templated notes and summaries tailored to the adviser’s distinctive voice in just minutes. Beyond its ability to produce automatic meeting notes, Marloo excels at grasping the intricacies of financial advice and regulatory terminology, enabling users to quickly access information about past client interactions and documents for rapid responses. Moreover, it aids in preparation for meetings by offering concise summaries of prior discussions and automates the drafting of follow-up emails, action items, and compliance-ready advice documents that align with firm standards. By leveraging Marloo, financial advisers can significantly boost their efficiency and optimize their workflows, ultimately enhancing client satisfaction and elevating the quality of service provided. This transformation not only saves time but also fosters a more proactive approach to client management.

What is Amie?

Amie is an advanced productivity tool powered by artificial intelligence that transforms meetings into practical outcomes while optimizing workflows by capturing, transcribing, summarizing, and organizing discussions, tasks, emails, and calendars on one unified platform. It can easily record meetings from leading video conferencing services without the need for a bot to be present, distinguishes between various speakers, supports multiple languages, and allows users to pause recordings or take private notes for more detailed summaries. Amie’s AI assistant integrates smoothly with numerous applications like Google and Apple calendars, Gmail, Slack, Notion, Hubspot, and Pipedrive, ensuring that summaries, tasks, and calendar entries are consistently updated across different platforms. Users enjoy functionalities that enable them to schedule meetings using natural language, drag and drop tasks, transform emails into actionable items, and ask the AI to write follow-up messages, adjust meeting information, or reschedule appointments. Furthermore, Amie offers shared pages that contain meeting context accessible to colleagues or clients, similar to traditional documents, automated workflows generated from summaries, and an interactive AI chat that accurately understands user questions, further enhancing collaboration and productivity. With its pioneering approach, Amie not only streamlines tasks but also empowers users to maintain better organization, ultimately resulting in significant productivity improvements that can positively impact their work life. As a result, Amie stands out as a vital tool for anyone seeking to maximize their efficiency and effectiveness in a fast-paced environment.

Media

Media

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
Greenhouse
HubSpot CRM
Linear
Microsoft Outlook
Notion
Personio
Pipedrive
Remote
Slack

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Microsoft Teams
Zoom
Apple Calendar
Ashby
Attio
BlueJeans
Gmail
Greenhouse
HubSpot CRM
Linear
Microsoft Outlook
Notion
Personio
Pipedrive
Remote
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Marloo

Date Founded

2025

Company Location

United States

Company Website

www.gomarloo.com

Company Facts

Organization Name

Amie

Date Founded

2020

Company Location

Germany

Company Website

amie.so/

Categories and Features

Categories and Features

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