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What is Proactor?

Proactor AI emerges as the groundbreaking proactive AI partner that engages in meetings by transcribing conversations, recognizing speakers, and providing assistance rather than simply listening in. During discussions, it generates live summaries, highlights key takeaways, tracks and assigns action items, and effortlessly presents suggestions for creative ideas and next steps, all without requiring any prompts. Furthermore, it has the capability to remember details from various sessions, enabling users to ask questions about previous agreements, such as "What did we decide last week?" or to revisit information from earlier meetings. In addition, Proactor conducts real-time research, sourcing relevant data and materials as conversations unfold. With integrated tools designed for task management, insight extraction, and idea generation at the click of a button, it drastically reduces the post-meeting workload and boosts overall efficiency, allowing users to reclaim approximately 30 minutes after each meeting. This novel approach not only simplifies the meeting experience but also empowers teams to concentrate on their core objectives, fostering a more productive environment for collaboration and innovation. Ultimately, Proactor AI represents a significant advancement in how teams conduct and derive value from their meetings.

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.

Media

Media

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom

Integrations Supported

Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$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

Proactor

Company Location

United States

Company Website

proactor.ai/

Company Facts

Organization Name

Marloo

Date Founded

2025

Company Location

United States

Company Website

www.gomarloo.com

Categories and Features

Categories and Features

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