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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Bubbles transforms how teams handle meetings and communication by combining AI-driven notetaking with asynchronous collaboration tools. The platform records and transcribes live meetings from Zoom, Google Meet, and Microsoft Teams, instantly turning conversations into clear action items. After each session, it delivers organized summaries and to-do lists for every participant, ensuring no detail is missed. Users can also annotate recordings, leave time-based comments, and continue discussions asynchronously through video or voice replies. By integrating directly with calendars and browsers, Bubbles seamlessly fits into any workflow. Its browser extension allows quick screen and voice recordings to handle updates and questions without scheduling a call. Built with security at its core, Bubbles ensures meeting data remains private and compliant. Teams using Bubbles report fewer follow-ups, faster decisions, and more productive collaboration across time zones.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Meet
Microsoft Teams
Zoom
Cisco Webex
Facebook
Google Calendar
Google Chrome
Microsoft 365
Microsoft Outlook
Twitch

Integrations

Google Meet
Microsoft Teams
Zoom
Cisco Webex
Facebook
Google Calendar
Google Chrome
Microsoft 365
Microsoft Outlook
Twitch

Pricing Details

$12/member/month
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bubbles

Country

United States

Website

www.usebubbles.com

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Product Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

Product Features

Alternatives

Alternatives

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