Case Study: Fidenti Wealth saves an hour per meeting with Marloo AI

Fidenti Wealth saves 1 hour per meeting with Marloo

Fidenti Wealth, a UK-based financial advisory and mortgage brokerage firm, sought to reduce the significant administrative burden on its advisers from taking client meeting notes. This manual process was cumbersome and distracted from their goal of providing a relaxed, personal client service. They turned to Marloo and its industry-specific AI notetaking service to address this challenge.

By implementing Marloo AI, Fidenti Wealth's advisers automated their meeting documentation. The solution understood financial terminology perfectly, unlike previous generic tools they had tried. This allowed advisers to remain focused on clients during meetings. As a result, Marloo cut note turnaround time to just 10 minutes and saved an hour per meeting, freeing the team to see more clients or have more personal time while also helping the firm maintain its 100% five-star client review rating.

Fidenti Wealth