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Description
Kolva is an innovative productivity workspace driven by AI that seamlessly integrates meeting recording, task management, document intelligence, note-taking, and AI search into one comprehensive, browser-based platform that operates without subscriptions; you only incur costs based on AI usage. The platform allows users to effortlessly record meetings directly through Chrome, eliminating the need for bots or extensions, and it automatically creates transcripts complete with speaker identification, AI-generated summaries, and actionable items that can be transformed into tasks. Additionally, Kolva features a daily planning canvas for efficient work organization, alongside smart document uploads that facilitate natural language searches across various files. Task intelligence is also a key component, as it breaks down goals into subtasks and adapts to your unique workflow patterns. Kolva’s AI further enhances productivity by organizing personal notes, automatically tagging them, and linking to relevant tasks or documents, while its semantic search capability enables users to pose questions across all stored data and receive pertinent responses, ensuring an efficient workflow. This holistic approach to productivity not only saves time but also empowers users to manage their work more effectively.
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
Integrations
Cisco Webex
Claude Code
Google Calendar
Google Chrome
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Integrations
Cisco Webex
Claude Code
Google Calendar
Google Chrome
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Pricing Details
$2 per 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
Kolva
Country
United States
Website
kolva.io
Vendor Details
Company Name
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com
Product Features
Transcription
AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding