Meeting notes
by Marloo · Wealth and investment platforms · Sydney, NSW, Australia
Automated notes from Teams, Zoom, Google Meet and Webex meetings
What Meeting notes is used for
- Record client meetings and keep transcripts
- Generate file notes and meeting summaries from templates
- Turn agreed meeting actions into tracked tasks
- Search and review client history in one timeline
Who Meeting notes is for
- Wealth and investment managers
About Marloo
AI-powered advice platform automating admin tasks for financial advisers in Australia.
Marloo in the vendor registry: its products, features and similar vendors.
Also by Marloo
- Marloo: AI-powered advice platform that handles admin tasks for financial advisers from first client meeting to final document delivery.
- Ask Marloo: AI assistant for questions about clients and their records
- Advice documents: Generates advice documents and completes fillable PDF forms
- Tasks and workflows: Task management and email follow-up for advice teams
More in this category: Wealth management and investment platforms.
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