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Description
Greg serves as an AI executive assistant, seamlessly integrating into Zoom, Google Meet, Microsoft Teams, and even in-person meetings to handle preparation, note-taking, and follow-up tasks, far beyond the role of a simple notetaker. As your dedicated assistant, Greg actively participates in virtual meetings and records in-person discussions, ensuring that all decisions and action items are captured accurately, while also preparing you for upcoming calls with concise briefings and providing timely debriefs through phone calls or voice notes. He excels at managing the busy schedules of individuals who navigate a flurry of meetings, allowing you to remain focused on the conversation as he diligently tracks key agreements, accountability, and necessary follow-ups. In addition to capturing essential information, Greg can provide you with updates on your previous commitments prior to your next meeting, and during discussions, you can easily consult him for context on past promises and responsibilities. With Greg by your side, no important detail will slip through the cracks, enhancing your meeting experience and ensuring that all commitments are effectively managed.
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
No images available
Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook
Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook
Pricing Details
$97/month; 14-day trial; Solo
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
Greg Inc.
Website
getgreg.io
Vendor Details
Company Name
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com