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Marloo
Founded by Hardy Michel, Shakeel Lala, and Ben Robertson, Marloo is an AI-powered software platform built specifically for financial advisers, wealth managers, and insurance and mortgage professionals. Its core purpose is to automate administrative work so advisers can focus on clients rather than paperwork. It records and summarizes meetings, generates client notes and compliance documents, and organizes client information into a centralized system. With offices in London and Sydney, Marloo serves more than 650 firms across six countries.
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