While Ross, Pippa and Chelle still win the awards for personality, we're excited to introduce another valuable member of our team - Marloo, an AI assistant built specifically for financial advisers by the creators of the Sharesies app.
One of the most important aspects of providing financial advice is maintaining accurate and comprehensive records. Not only is this a regulatory requirement, but it also helps ensure we capture the details that matter most to you.
Our conversations often cover a wide range of topics, and we'd rather focus our attention on listening than taking notes. Marloo securely records the discussion and prepares a clear summary after the meeting. We review and edit these notes before they're saved to make sure they're accurate and complete. If you'd like a copy of your meeting summary, just let us know - we're happy to provide one.
Your privacy remains our priority. Marloo has been designed specifically for the financial advice industry and operates within a secure, compliant environment. Your information is protected and is not used to train public AI systems or shared outside the approved platform.
By reducing the time we spend on administration, Marloo allows us to devote more time to what really matters - understanding your goals, providing personalised advice, and helping you make confident financial decisions.
If you have any questions about how Marloo works, we'd be happy to explain. And if you'd prefer not to have Marloo assist during your meeting, simply let us know beforehand - we'll gladly accommodate your preference.