By Sue Stewart GDipBus (Personal Financial Planning), CFPCM
Financial Adviser – Investments
While not as exciting or charming as Rachel, we are thrilled to introduce Marloo – a clever AI tool designed specifically for financial advisers by the same brilliant team behind the Sharesies app.
One of the challenging parts of our work is keeping clear and accurate notes. It’s a regulatory must, and while we are good at capturing ‘the important things’ there is still room for getting better.
Our meetings often cover a lot of ground, and as we’d rather focus on the conversation with you, it’s easy to miss small details. With Marloo sitting in on our meetings, this captures everything in real time, then produces a neat summary that’s usually spot-on (we just give it a quick tidy-up). If you’d like a copy of these summaries after a meeting, just ask — we’re happy to share.
Most importantly, Marloo works within a secure, compliant framework, so your information stays safe. Unlike some open AI alternatives, nothing is shared outside.
We’re really enjoying the freedom Marloo gives us — less admin, more time to focus on what matters most;: providing relevant advice and helping you reach your financial goals.
Got questions about Marloo? Give us a call. And if you’d prefer Marloo not to join a meeting, that’s absolutely fine too — just let us know.