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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
Super Intern serves as an innovative AI assistant for meetings, streamlining the process of note-taking, offering support during discussions, and facilitating easy access to previous conversations. This tool records audio in real-time, transforms spoken words into text, and constructs organized notes concurrently as the meeting unfolds. Unlike conventional meeting bots that require an invitation to join, Super Intern utilizes the user's audio system to capture sound, thus avoiding the need to include another participant and alleviating the discomfort of having an automated entity present. Throughout the meeting, attendees can utilize the integrated Ask AI feature to ask questions about the dialogue, receive suggested responses, look up specific terms, retrieve references, or create follow-up inquiries, all while maintaining the meeting's momentum. Once the meeting concludes, Super Intern generates an enhanced summary that includes action items, a clickable transcript for easy navigation, and an option for downloading the notes. This comprehensive approach ensures that all participants leave with a clear understanding of the discussion and next steps.
API Access
Has API
API Access
Has API
Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Discord
Google Calendar
Microsoft Outlook
Reddit
Slack
Telegram
Integrations
Google Meet
Microsoft Teams
Zoom
Cisco Webex
Discord
Google Calendar
Microsoft Outlook
Reddit
Slack
Telegram
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$20 per 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
Super Intern
Country
United States
Website
www.superintern.ai/