Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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