{"id":125283,"date":"2025-09-09T14:01:15","date_gmt":"2025-09-09T14:01:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/125283\/"},"modified":"2025-09-09T14:01:15","modified_gmt":"2025-09-09T14:01:15","slug":"ai-tool-marloo-aims-to-rescue-uk-advisers-from-admin","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/125283\/","title":{"rendered":"AI tool Marloo aims to \u2018rescue\u2019 UK advisers from admin"},"content":{"rendered":"

AI assistant Marloo has been developed to \u201crescue frustrated UK advisers from outdated software\u201d, according to its creators. <\/p>\n

Marloo has just closed a $2.7mn (\u00a31.99mn) investment round, led by Blackbird Ventures.<\/p>\n

This has enabled the creators \u2014 Shakeel Lala, Hardy Michel, and Ben Robertson \u2014 to enhance the AI tool<\/a>, which has been designed specifically for financial advisers. <\/p>\n

Speaking to FT Adviser, Hardy Michel, co-founder and chief executive of Marloo, said: \u201cAdvisers didn\u2019t get into this profession to be buried in paperwork or frustrated by awful software built in the last century.<\/p>\n

\u201cIn 2025, advisers deserve technology that is truly AI first<\/a>: simple, intuitive solutions that are a pleasure to use.\u201d<\/p>\n

\"\"<\/p>\n

Screenshot of Marloo\u2019s tool as the adviser\u2019s dashboard would look\u00a9 Marloo<\/p>\n

Michel added the goal of Marloo was to \u201cempower advisers and their important work\u201d by building a tool that was simple and easy to use, enabling the adviser to \u201cget back to what matters most: their clients\u201d.<\/p>\n

Some of the benefits of the AI assistant include: <\/p>\n

Customised meeting templates and communications in the adviser\u2019s style<\/p>\n

Accurate recording and translation of any call or file into compliant advice documents. <\/p>\n

\u2018An ask Marloo\u2019 anything tool to help advisers search across all stored<\/p>\n

information <\/p>\n

Ability to curate the adviser\u2019s archive adviser\u2019s archive into an active, instantly searchable knowledge base.<\/p>\n

Enabling the adviser to share meeting notes and relevant information securely<\/p>\n

The creation of compliant data sets for audit <\/p>\n

The ability to store everything on a secure platform.<\/p>\n

According to Michel, the platform has already seen a \u201crapid 45 per cent month-on-month adoption as word spreads among advisers\u201d.<\/p>\n

Investment<\/p>\n

To continue to develop, Marloo has just closed the nearly \u00a32mn investment round led by Blackbird Ventures. <\/p>\n

The latest funding will enable Marloo to accelerate the rollout of new features, driven by feedback from advisers. <\/p>\n

Recommended
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\"Recommended<\/p>\n

Investing in the AI boom without being caught in a bubble <\/p>\n

<\/a><\/p>\n

Samantha Wong, partner at Blackbird Ventures, said Marloo\u2019s approach to the financial advice sector stood out.<\/p>\n

Wong said: \u201cCustomer and product obsession, and speed of execution are the markers of generational companies, and Marloo has this in spades.\u201d<\/p>\n

The platform and the AI tool has already been adopted by advisers across the UK, as well as across New Zealand and Australia.<\/p>\n

Marloo adheres to enterprise-grade security standards including SOC 2 Type 2 and GDPR compliance.<\/p>\n","protected":false},"excerpt":{"rendered":"AI assistant Marloo has been developed to \u201crescue frustrated UK advisers from outdated software\u201d, according to its creators.…\n","protected":false},"author":2,"featured_media":125284,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55,59421],"class_list":{"0":"post-125283","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology","12":"tag-uk","13":"tag-united-kingdom","14":"tag-unitedkingdom","15":"tag-your-profession"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/125283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=125283"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/125283\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/125284"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=125283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=125283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=125283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}