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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
We provide a straightforward extension designed to enhance advising, tutoring, and coaching services, increasing engagement and streamlining your workflow. Our solution caters to numerous campus centers, each divided into distinct communities for better management. Through our mobile and web applications, we deliver a contemporary, mobile-first approach to scheduling. Features include direct calendar bookings, drop-in check-ins, group session options, in-app messaging, session reminders, user feedback, and more. The mobile application ensures a seamless and effective scheduling process. Users can easily browse providers, arrange appointments, and choose to meet either online or face-to-face, covering areas like tutoring, mentoring, and advising. As administrators face heavy workloads, our platform alleviates the tedious aspects of their responsibilities—automating most sessions to run smoothly and enabling real-time monitoring through an intuitive data dashboard. This way, administrators can focus on what truly matters: supporting their students and enhancing their educational experiences.
API Access
Has API
API Access
Has API
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
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
Penji
Founded
2015
Country
United States
Website
www.penjiapp.com
Product Features
Product Features
Mentoring
Action Item Tracking
Appointment Scheduling
Billing & Invoicing
Client Management
Course Management
Goal Management
Mentor Matching
Program Management
Progress Tracking
Tutoring
Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports