Marloo continues bringing in more financial advisers

Marloo allows advisers to automatically record, transcribe, and draft compliant file notes from client meetings.

Pie Funds chief executive Ana-Marie Lockyer said her organisation was committed to investing in tools to give its advisers more time and giving them access to Marloo was the next step.

“This is more than an efficiency gain - it’s a commitment to deeper, more meaningful client relationships. Our advisers can now spend their days doing what they are so talented at, advising our clients on growing and managing their wealth.

“It’s a tool that our wealth advisers now use in meetings with their clients and it just lets them be more efficient… be able to concentrate better on what they can do to create stronger and more meaningful client relationships - what they’re best at doing, which is advising clients on managing their wealth as opposed to sitting there taking notes in the meeting.”