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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

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

Screenshots View All

Screenshots View All

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

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Alternatives

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