Marloo – AI for Advisors

Marloo: Effortless Meeting Notes Take Marloo with you, wherever you meet your clients. The Marloo mobile app is the perfect companion to the Marloo desktop platform. Designed for financial advisors and wealth managers on the go. What you can do with Marloo Mobile Record In-Person Meetings: Capture audio of your face-to-face client meetings and instantly upload them to Marloo for secure storage and automatic file notes. Upload Phone Call Recordings: Easily upload recorded phone calls straight from your phone files app. View Your Meetings Calendar: See your full list of meetings, synced from your calendar, so you always know what’s next. Seamless Sync with Desktop: Everything you record or upload on mobile is automatically synced with your Marloo desktop account for easy access and AI-powered note-taking. Built for Compliance: Marloo is SOC2 Type 2 compliant, so your client data stays secure. Terms of use: https://www.gomarloo.com/terms