Case Study: Miller James Financial Planning halves report-writing and note-taking time with Marloo AI

Miller James Financial Planning halves report-writing and note-taking time with Marloo

Miller James Financial Planning, a five-person financial advice firm in Berkshire, UK, faced a significant challenge when adviser Alec Baker took over ownership. The transition required him to absorb more client work and business responsibilities while maintaining growth, a process burdened by time-consuming administrative tasks. Each client meeting generated three to four hours of desk work for note writing, emails, and team briefings before paraplanning could even begin, creating delays and limiting capacity.

The firm implemented Marloo, an AI tool for meeting notes and document generation. Using Marloo, Miller James dramatically reduced its report writing and note-taking time by 50%. Complex pension transfer suitability reports were completed 1.5 hours faster, and the firm achieved same-day turnaround from client meeting to signed suitability report. This saved time directly increased capacity for client meetings and provided the new owner with the confidence and bandwidth to focus on growth and client service.

Miller James Financial Planning