Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Rimo is an AI-powered meeting assistant built for teams that value accuracy, security, and productivity. It automatically records meetings and generates detailed transcripts and summaries in real time. Designed for global collaboration, Rimo handles mixed accents, multiple languages, and complex discussions with high accuracy. Beyond transcription, the platform structures conversations into actionable insights and clear meeting outcomes. Built-in AI agendas and live summaries help teams stay aligned during discussions. Rimo supports secure sharing with permission-based access and audit logs. Collaborative editing allows teams to refine minutes together instantly. Enterprise-grade security standards ensure sensitive meeting data remains private. No meeting data is used for AI training. Rimo transforms meetings into productive, decision-driven workflows.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom

Integrations

ChatGPT
Cisco Webex
Facebook Messenger
Google Calendar
Google Meet
LINE
Microsoft Outlook
Microsoft Teams
Slack
Zoom

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$9/user/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

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Vendor Details

Company Name

Rimo

Country

Japan

Website

rimo.app/

Product Features

Product Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

Alternatives

Alternatives

focus:360 adviser Reviews

focus:360 adviser

Focus Solutions