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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Live Meetings Transcription & Analytics The Noty extension automatically transcribes Google Meet calls and generates summaries and tasks. Transcripts are available in English and Spanish as well as French, German, Spanish, French, German, and Portuguese. How it works: - Install Noty Extension - Start Google Meet in Chromium browser (Google Chrome, Opera, Brave, Microsoft Edge). - Get a real-time transcript in a format that is easy to read, with speakers labeling and timecodes. - Get meeting notes, summaries, and highlights with keywords and action items (for English-speaking meetings) - Review, edit and save your documents (integrated with Google Docs). How to Use: - Pin extension for quick access. - Sign in using your Google account. - Captions will automatically be enabled.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Meet
Axis LMS
Brave Browser
Cisco Webex
Google Calendar
Google Chrome
Google Docs
Microsoft Edge
Microsoft Outlook
Microsoft Teams
Opera
Zoom

Integrations

Google Meet
Axis LMS
Brave Browser
Cisco Webex
Google Calendar
Google Chrome
Google Docs
Microsoft Edge
Microsoft Outlook
Microsoft Teams
Opera
Zoom

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

Noty.ai

Website

www.noty.ai/

Product Features

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

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