Marloo - Company Profile

AI-powered advisor workflow platform that automates client management, meeting notes, documentation, emails, and compliance tasks. It streamlines the entire advisory process by capturing and organizing client interactions across meetings, emails, calls, and documents into a unified system. It uses artificial intelligence to automatically generate meeting summaries, extract action items, and create client-ready documents such as financial reviews, investment policy statements, and advisory reports. It also automates administrative workflows including task creation, follow-ups, email drafting, and form filling, significantly reducing manual workload.