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

Summary AI serves as an intelligent note-taking and meeting companion, enabling users to efficiently record, transcribe, translate, and summarize various interactions, including meetings, lectures, calls, and audio recordings. By transforming auditory inputs and uploaded documents into organized, searchable transcripts, it highlights key points, decisions, and actionable items. With features tailored for digital platforms, Summary AI seamlessly integrates with Zoom, Google Meet, and Microsoft Teams, offering real-time transcription, structured notes, and helpful timestamps, as well as an AI Chat feature that allows users to inquire about specific content within recordings and notes. In addition to facilitating transcription and summarization of audio and video files, users can condense meetings, conversations, and even PDFs and documents into concise summaries. The platform also excels in providing real-time translation services, accommodating over 120 languages to enhance communication across diverse audiences. Summary AI is compatible with a range of Apple devices, including iPhone, iPad, and Apple Watch, allowing users to initiate and manage recordings effortlessly directly from their wrist. This functionality makes it particularly convenient for professionals, students, and everyday users who require efficient and effective note-taking solutions. Ultimately, Summary AI aims to streamline the process of capturing and organizing information, making it an invaluable tool for anyone seeking to optimize their productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Cisco Webex Yes 
Google Calendar Yes 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Zoom Yes 

Integrations

Cisco Webex No 
Google Calendar No 
Google Meet No 
Microsoft Outlook No 
Microsoft Teams No 
Zoom No 

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

Alternatives

focus:360 adviser Reviews

focus:360 adviser

Focus Solutions

Alternatives

Noter AI Reviews

Noter AI

NiceApps