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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.
Description
MeetSave is a comprehensive AI meeting assistant that captures, transcribes, summarizes, and analyzes online meetings across major platforms like Google Meet, Zoom, and Microsoft Teams. Designed for modern remote and hybrid teams, it automatically detects and records meetings without requiring manual action, providing high-accuracy transcription with speaker identification and timestamps. The platform supports multi-language transcription and translation in over 50 languages, enabling global collaboration. Powerful smart search capabilities allow users to find decisions, topics, or action items quickly across extensive meeting histories. MeetSave offers easy sharing and customizable permissions for recordings and transcripts, along with multiple export formats including PDF, Excel, and JSON. Its cloud-based storage ensures meetings are accessible anytime, anywhere with 99.9% uptime. Security is a priority, with AES-256 encryption, SOC 2 certification, GDPR compliance, and ISO 27001 standards in place. Thousands of companies rely on MeetSave to save time, improve communication, and enhance meeting productivity.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Dropbox
Google Calendar
Google Drive
Microsoft OneDrive
Microsoft Outlook
Skype
Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Dropbox
Google Calendar
Google Drive
Microsoft OneDrive
Microsoft Outlook
Skype
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Marloo
Founded
2025
Country
United States
Website
www.gomarloo.com
Vendor Details
Company Name
MeetSave AI
Founded
2025
Country
United States
Website
meetsave.ai
Product Features
Product Features
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management