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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
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
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