Marloo

“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.”

“To me, Marloo is something I'm going to keep adapting with the business. It's not something you buy and say 'I've got it, it's working.' It's something you want to keep developing. The support's great. The Marloo team is always available and has been helping me to continuously adapt it to our changing needs.”

“If I get a phone call, Marloo records it. If I get another one straight away, I'll take the call and bank them up a bit. Plus the clients know they're put first because I'm fully focused on them, not typing notes or doing anything else.”

“Their roles have changed from more admin to more customer and client-focused. They can be available for clients more, ring a client and talk them through something without the pressure of knowing they've got a backlog of typing and bits and pieces. That's a gamechanger when you're working to the quick turnaround timelines of a real estate purchase.”

“As long as I cover particular areas in the meeting with the client, Marloo captures that for me. I can produce my reason for taking them to a particular lender, my application notes, and potentially my structure recommendation, all from one meeting with the client.”

“I start looking back now and going, how did we do it before? With Marloo I've gained half an hour to three quarters of an hour after a meeting. I can do one interview, do all my notes straight afterwards, and get into the next meeting, while Marloo does the rest of the work and follow-up.”

“Marloo is like having another staff member sit in on the meeting, leaving me able to build rapport with clients, talk about their families and get to know them. Everything's recorded, and once the meeting's over Marloo filters it for you, and so you're getting to the information that you really need quickly, without having to listen to the entirety of a past recording.”

“Unlike other areas of financial advice like investments or insurance, mortgages are incredibly time-driven. You've got settlement dates, finance dates, pressure from real estate agents, solicitors, clients, multiple offers – it's all go.”

“Marloo changed everything. What would usually take me up to 45 minutes of typing notes now takes 20. Now I can fit in five or six appointments a day instead of three or four.”

“It's probably saving me about seven hours a week. But remember, I'm still in the infancy stage of Marloo. Fast forward another six months, and it might be as much as half my week saved in time. It's streamlining everything, and once we get statements of advice put into a template, I think it's going to be next level again [update: this has now been shipped].”

“I'd be gutted. I suppose you can always go back to the old ways that you used to operate, but I'd be sighing and thinking about it as like moving from the horse to the automobile and then going back to the horse. Sure, it can still take you to the destination, but it's not going to be quite the same sort of ride.”

“My personality isn't such that I'm typically stressed anyway, but I do find work a hell of a lot more pleasurable as a result of having Marloo simplifying my admin.”

“I was very much not expecting a lot, and it exceeded it. And every time I use it, I seem to get more and more surprised at the level of detail. I've been in really busy restaurants with lots of background noise, and I thought there's no way it's going to pick up on this meeting. I come out thinking, how did it capture all that information?”

“"The fun part of my work is actually connecting with the clients and doing the recommendations and the advice. With Marloo more of my day is spent doing things that I enjoy."”

“"I look back on them, and I think I couldn't have put that more succinctly myself. When I read file notes I've taken in the last two to three months since I've been using Marloo, I'm thinking, "I remember that meeting exactly."”

“"Even in hour-long meetings where the first 45 minutes might be purely social, Marloo somehow manages to cut through and know what's relevant. So when I start talking about the investment portfolio, goals and objectives, Marloo knows what's important."”

“"Being able to quickly put together the file notes of all the meetings – with two clicks of the mouse. It's hard to put that into words, now I can look forward to booking my day out knowing the admin is taken care of."”

“"I can just remember for the next two to three days, I couldn't see anyone because I was just doing all the background work. I love being with my clients, but I was almost dreading doing all the admin that came after."”

“"If I was to think about all the changes that have happened in financial advice in my 20 year career, Marloo is the nuclear bomb! This is the biggest leap that I've encountered in technology that can help me as an adviser."”

“Using Marloo the right way provides greater client experiences and outcomes. If you're saving time, either you give the same service with less time so your profit goes up, or you charge the same and give more so the client experience gets better. I would hope what occurs is something in the middle whereby you get a bit more efficient, the client gets a bit better outcome, and everyone wins.”