Marloo

“I've actually tried to trip it up with some of the common mistakes I've found other tools make. I'd say things like 'I earn 100k or about a 100' because other tools wouldn't catch that it meant $100,000 per year. Marloo immediately came back with: 'Ashley earns $100,000 per year. I was like, 'okay, that's pretty damn incredible' – basically whatever you give it, it is accurate to a T.”

“We're not trying to cut time for its own sake, we're redistributing it to strategy work that actually builds the client's wealth in a purpose driven way.”

“It used to be 'let's catch up in a two to three week time frame, and then, I'll refresh you on everything we've already agreed upon today'. By the end of the meeting, your client's drained because you've given all that information again. Marloo makes it a far more pleasing client experience.”

“Where the largest value sits for us is in being able to generate that SOA within a couple hours of the client meeting, then getting that client booked in to present it a week later. We can strike while the iron's hot, while they're still excited about the strategy and they're looking forward to getting everything ready.”

“It's literally 15 minutes for the document to be made. Then about half an hour for it to be amended and customise it to a standard that looks like a very nice, presentable document. So in total that's potentially 45 minutes compared to eight hours.”

“I would see about 10 clients per month through to the SOA stage at the moment, with Marloo I can see 12 clients per month. So a 20 percent increase in the clients we can help”

“I purely saw the future. With Marloo you immediately start to think about all the possibilities if documents can be generated this fast.”

“"What I love about Marloo is that its team wants to make this the best in the business, whether it's document generation, tracking tasks, meeting summaries. I don't feel as if they've just perfected one element and added mediocre things on. It looks as if it's best in class for all the different individual elements, which is impressive."”

“"Before Marloo we had reached our peak client capacity. We can absolutely see that our capacity as advisers will double, and therefore the cost, the time, the effort that's put into integrating Marloo across the firm is going to be helping us generate twice the amount of revenue."”

“"Marloo frees up mind space. It allows us to concentrate on the actual planning, rather than whether someone's remembered to do a specific part of that task. Having that visual there gives you the confidence that it's getting done."”

“"Usually by the time I go for a coffee and come back, the summary is ready, a draft email to the client is written and they have that within 30 minutes of the meeting."”

“"We're very bad in this industry for having so many tools in our kit bag, but when you're logging out of one and going into another, nothing really talks to each other, and that takes up time. We've gained so many efficiencies by not dipping in and out of different tools."”

“"More and more is being done now within Marloo, which means that's our first go-to place in the morning and our last place in the evening as well, because it provides such a good base and ecosystem for all that we have to do for the client."”

“"We can absolutely see that our capacity as advisers will double, and therefore the cost, the time, the effort that's put into integrating Marloo across the firm is going to be helping us generate twice the amount of revenue."”

“"The first thing we open, the last thing we close": Why Marloo became BlueSky's operating system”

“If I'd only had Marloo a few years ago, life would have been so much better. It is absolutely, completely mind-blowing. Marloo does exactly what it says it does at a competitive price. Plus, the possibilities are endless, what you can do with Marloo is only limited by your imagination.”

“Whenever we ask, 'do you think we could do so and so?' they evaluate it, and lo and behold, it appears.”

“The client told me, 'I was so impressed to receive your meeting notes. I had got meetings booked with other advisers, but I decided to cancel them and appoint you',”

“I use Marloo for everything. If I'm doing a staff interview, I put it on there. If I'm doing an appraisal, I stick it on there. If I'm doing a board meeting, I stick it on there. The notes that it produces are in my opinion, infinitely superior. I've got the team to create templates that'll work for a whole host of other things.”

“Marloo doesn't just transcribe; it captures the nuance - it understands what's important in financial advice conversations.”

“What's impressed me is the support. With people working across different time zones, whatever time I've gone looking for help, someone's come back to me. Between that and the regular webinars, it's straightforward and intuitive enough that every member of staff feels the same way about it.”

“That's been a big one for us. It's not just producing a document, it's almost like having a compliance consultant checking the work at the same time. If we wanted that kind of second check before, it would have cost extra on top of what we were already paying to outsource. Now you can be confident it's meeting the requirements and that you're not missing a key piece of information, and it holds up well against consumer duty specifically, which matters a lot in how we're expected to evidence advice these days.”

“"You don't need an instruction manual to know how to work it, really, you don't need to go and do 10 training webinars. It's probably the most capable bit of software we've ever used, but probably the simplest to use."”

“"If you just get a 20-page document that generic AI's produced, it will take you as long to read that as it would writing it, to make sure it's all correct. The review mode's really the game changer for AI suitability report writing."”

“"Marloo is bringing it back to me within about five minutes, as opposed to waiting five working days for it to come back. Marloo also reads my meeting transcripts better and more thoroughly than an outsourced paraplanner does."”