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Average Ratings 0 Ratings

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ease
features
design
support

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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

TicNote Cloud serves as an AI-driven workspace focused on meetings, allowing users to effortlessly record discussions without the need for bots through a Chrome extension compatible with platforms like Google Meet, Zoom, and Teams, or by uploading audio, video, and documents directly into a shared Project. Its transcription capabilities boast an impressive accuracy of 98% across over 120 languages, featuring speaker recognition, automatic summaries, and navigation by topic. With Shadow AI, you can access your entire Project history, enabling it to respond to inquiries with references, rewrite existing content, and create reports in PDF format, web presentations in HTML, podcasts, and mind maps whenever needed. It operates exclusively within your Project environment, ensuring complete permission controls and transparency in its actions. Teams can collaboratively edit transcripts in real-time, incorporating inline comments while assigning roles such as Owner, Editor, and Viewer. As more content is integrated, the intelligence of Shadow AI increases, streamlining the process from recording to final deliverable — all conveniently housed in a single location. This comprehensive approach not only enhances productivity but also fosters better collaboration among team members.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook

Integrations

Google Meet
Microsoft Teams
Zoom
Cisco Webex
Google Calendar
Microsoft Outlook

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$9.92 / 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

Mobvoi

Website

ticnote.com

Product Features

Product Features

Alternatives

Alternatives

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focus:360 adviser Reviews

focus:360 adviser

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