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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
Proactor AI stands out as the pioneering proactive AI collaborator that actively participates in meetings, transcribing dialogues, recognizing speakers, and providing support rather than merely eavesdropping. While conversations take place, it crafts live summaries, emphasizes essential insights, identifies and allocates action items, and offers suggestions for ideas and subsequent steps effortlessly, without the need for prompts. Additionally, it maintains memory across different sessions, allowing users to inquire about past decisions, such as "What did we agree on last week?" or to access information from earlier meetings. Proactor also performs real-time research, retrieving pertinent data and resources on demand as discussions progress. Equipped with integrated tools for managing tasks, extracting insights, and generating ideas with a single click, it significantly minimizes the workload following meetings and enhances overall efficiency, helping users save approximately 30 minutes for every meeting. This innovative approach not only streamlines meeting processes but also empowers teams to focus on what truly matters.
API Access
Has API
API Access
Has API
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Integrations
Cisco Webex
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Zoom
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Proactor
Country
United States
Website
proactor.ai/