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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

ActiveLens serves as an intelligent interface for teams engaged in phone communications, seamlessly recording calls and meetings, responding to inquiries from corporate documents in real-time, transforming spoken dialogue into actionable tasks, and updating the CRM accordingly. It is compatible with various communication mediums, including traditional desk phones, mobile devices, softphones, online meetings, and face-to-face interactions, all without necessitating a complete overhaul of existing phone systems or the involvement of a bot. The system captures audio directly on the device, facilitating consistent workflows across diverse dialing systems and communication platforms. Conversations are synthesized into organized summaries that encompass participant details, meeting objectives, client context, discussion points, and agreements reached, with customizable templates that dictate the summary's length, tone, structure, and AI parameters. In addition to full transcripts that identify speakers and offer line-by-line translations, it can leverage company resources and online content to clarify products, terminology, and industry jargon during discussions, thereby enhancing understanding and communication efficiency. This innovative approach empowers teams to focus on the conversation at hand while maintaining a comprehensive record of their interactions.

Description

Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Cisco Webex No 
Gmail Yes 
Google Voice Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft Outlook No 
Phone.com Yes 
Quo Yes 
RingCentral RingEX Yes 
Salesforce Yes 
Trello Yes 
monday CRM Yes 

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Cisco Webex Yes 
Gmail No 
Google Voice No 
Jira No 
Microsoft 365 No 
Microsoft Outlook Yes 
Phone.com No 
Quo No 
RingCentral RingEX No 
Salesforce No 
Trello No 
monday CRM No 

Pricing Details

$14 per month
Free Trial No 
Free Version Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ActiveLens

Founded

2025

Country

United States

Website

www.activelens.ai/

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

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Product Features

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