Case Study: enable.me saves 15+ minutes per meeting with Marloo AI

enable.me saves 15+ minutes per meeting with Marloo

enable.me, a leading financial advice service in New Zealand, faced the challenge of reducing the significant administrative time advisers spent on taking notes during client meetings. They needed a mechanism to support data collection while allowing for a quicker client turnaround, all without sacrificing the personal touch of their service. They chose to implement Marloo's AI-powered meeting assistance.

By using Marloo, enable.me's advisers saved over 15 minutes of admin time per meeting, which amounted to substantial time savings across their 550+ monthly meetings. The finance-focused and New Zealand-specific solution improved efficiency and turnaround times, which clients noticed. Marloo also unexpectedly drove professional development by encouraging self-reflection among advisers and created greater team connection across the business.

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