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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

Product Features

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