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

How Marloo AI helps Fidenti Wealth’s financial advisers build stronger client connections

Fidenti Wealth, a UK-based financial advisory firm, sought to reduce the administrative burden on its advisers caused by manual note-taking during client meetings. Their goal was to maintain a relaxed, personal service ethos without the distraction of constant notetaking. They turned to Marloo and its industry-specific AI meeting assistant to address this challenge.

By implementing Marloo, Fidenti Wealth's advisers could focus entirely on clients during meetings while the AI handled transcription and note summarization. The Marloo platform was praised for its accurate understanding of financial terminology, unlike the generic tools they had previously tried. This solution saved approximately one hour per meeting and reduced note turnaround time to just ten minutes, allowing the team to improve efficiency and strengthen client connections.

Fidenti Wealth

Andy Thompson

Financial Adviser