Case Study: AdviceFirst saves 15+ minutes per meeting with Marloo AI

How Marloo AI is giving AdviceFirst advisers less time on admin and more time on their superior client service

AdviceFirst, a leading financial advice service in New Zealand, sought a mechanism to support the collection of client meeting data without sacrificing the personal touch of its advisers. The challenge was to reduce the administrative burden on advisers to allow for quicker client turnarounds and more focus on client conversations during meetings.

By implementing Marloo's finance-focused and New Zealand-specific AI meeting assistant, AdviceFirst empowered its advisers. The Marloo solution actively monitors and takes notes during meetings, which has saved over 15 minutes of admin time per meeting across more than 550 monthly meetings. This has significantly sped up processes, improved client service delivery, and unexpectedly driven professional development through self-reflection.

AdviceFirst

Georgie Miles

Chief Operating Officer