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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Summary AI is an AI note taker, meeting assistant, and transcription tool that helps users record, transcribe, translate, and summarize meetings, conversations, lectures, and audio or video recordings. It converts spoken content and uploaded files into searchable transcripts, organized notes, key points, decisions, and action items. **AI Meeting Assistant** Summary AI works with Zoom, Google Meet, and Microsoft Teams to capture meetings, generate AI meeting notes, and create structured summaries with timestamps and key takeaways. Users can spend less time taking manual notes and more time focusing on discussions. **AI Transcription and Summarization** Transcribe audio and video files into text, summarize meetings and recordings, and extract essential information from PDFs and documents. AI Chat lets users ask questions about supported recordings and notes to find information quickly. **Multilingual Translation** With support for more than 120 languages, Summary AI helps users translate content and work across language barriers, making it useful for international teams, professionals, and students. **Cross-Device Compatibility** Summary AI supports iPhone, iPad, and Apple Watch. Apple Watch users can start and control recordings directly from their watch. **Who Is It For?** Summary AI is designed for professionals, remote teams, entrepreneurs, students, researchers, and anyone who wants to improve productivity through AI-powered meeting notes, transcription, summaries, and translation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Apple watchOS No 
Cisco Webex Yes 
Microsoft Outlook Yes 
Notion No 

Integrations

Google Calendar Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Apple watchOS Yes 
Cisco Webex No 
Microsoft Outlook No 
Notion Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$8.99/week
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Vendor Details

Company Name

Summary AI

Founded

2022

Country

Spain

Website

summary.ai/

Product Features

Product Features

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