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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 Dicte?

Dicte transforms the organization and execution of meetings through the use of advanced AI technology. By automatically generating reports and minutes from recorded sessions or personal voice notes, Dicte makes the tasks of recording, transcribing, and processing discussions remarkably simple, thereby boosting productivity and accessibility for all participants. With its sophisticated AI-driven transcription and speaker identification features, Dicte ensures that every conversation is captured with clarity and context. This means you can say goodbye to tedious manual note-taking and shift your focus to participating in valuable discussions. The AI transcription not only captures dialogues but also distinguishes between speakers, providing a comprehensive understanding of the meeting's dynamics, which is essential for informed decision-making. Additionally, the transcripts can be effortlessly converted into concise two-page meeting minutes. Each transcript is further enhanced by an AI consultant that analyzes the content to reveal hidden insights and provide actionable recommendations, enriching the overall meeting process. Ultimately, using Dicte allows you to not only streamline your meetings but also significantly improve collaborative efforts within your team while fostering a culture of informed decision-making. In this way, Dicte stands as a vital tool for any organization aiming to maximize the efficiency and effectiveness of its meetings.

Media

Media

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Markdown
Microsoft Outlook
Microsoft Teams
Zoom

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Markdown
Microsoft Outlook
Microsoft Teams
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

€9.99 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

Dicte

Company Location

France

Company Website

www.dicte.ai/

Categories and Features

Categories and Features

Transcription

AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding

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