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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
Speechara serves as an AI-driven meeting assistant that offers live transcription, translation, note-taking, summaries, and follow-up reminders. By utilizing this tool, individuals can enhance their ability to track and retain information from meetings, calls, interviews, lectures, and discussions in multiple languages. It delivers immediate speech-to-text transcription as well as synchronized translation, subsequently producing summaries, key highlights, decisions made, action items, deadlines, and easily searchable notes. This innovative assistant seamlessly integrates with platforms such as Zoom, Google Meet, Microsoft Teams, Webex, and other desktop applications, capturing audio from the system or microphone without needing to join the meeting. Users benefit from the ability to search through their conversation history, including transcripts, translations, summaries, and recommended responses. Additionally, Speechara is accessible via web browsers and is compatible with macOS and Windows operating systems, making it a versatile tool for professionals and students alike.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Google Calendar
Microsoft Outlook
Integrations
Cisco Webex
Google Meet
Microsoft Teams
Zoom
Google Calendar
Microsoft Outlook
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$0
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
Speechara
Founded
2026
Country
United States
Website
speechara.ai/