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features
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support

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Description

Cogram is an AI platform for architecture and engineering firms. It automates project record-keeping: email filing, meeting minutes, field reports, RFIs and submittals. Integrates with Deltek, Unanet, Procore, Autodesk and Microsoft 365.

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

Cisco Webex Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Autodesk Construction Cloud Yes 
Deltek Vantagepoint Yes 
Google Calendar No 
Model Context Protocol (MCP) Yes 
Procore Yes 
Unanet Yes 

Integrations

Cisco Webex Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 
Autodesk Construction Cloud No 
Deltek Vantagepoint No 
Google Calendar Yes 
Model Context Protocol (MCP) No 
Procore No 
Unanet No 

Pricing Details

$79/month
$79 per month for individuals, with a 14-day free trial. Per-seat pricing for teams and firms.
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Cogram

Founded

2021

Country

Germany

Website

www.cogram.com

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Product Features

Product Features

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