Marloo is the AI assistant built specifically for UK financial advisers who are frustrated by clunky legacy software and drowning in paperwork.

Turn any client meeting, call or file into structured notes within minutes using custom templates in your exact format and tone. Create high quality first drafts of suitability reports, review letters and correspondence that align with your firm’s style and meet FCA and Consumer Duty requirements. You maintain full control and review everything before it goes out.

Ask Marloo anything across your entire archive. Every meeting transcript, every uploaded document, every note you’ve ever made becomes an instantly searchable knowledge base. Find a critical detail from a conversation years ago in seconds.

Work collaboratively across your team. Advisers, paraplanners and administrators all operate from a single source of truth with enterprise grade security (SOC 2 Type 2 and GDPR compliant).

Advisers using Marloo are saving up to 10 hours weekly. Firms are handling more clients without expanding teams. Already the most loved AI solution among UK advisers with 45% month on month adoption.