Case Study: Omura Wealth saves time and scales client service with Marloo

Omura Wealth saves up to 15 hours a week with Marloo

Omura Wealth, a Sydney-based firm specializing in creative wealth-building strategies, faced a significant challenge with administrative overload. As the business grew rapidly, founder Terry Vogiatzis found himself manually taking and expanding meeting notes, which forced him to turn away or delay onboarding new clients. To address this, the firm turned to Marloo, a finance-focused AI note-taking and workflow tool.

By implementing Marloo, Omura Wealth was able to automate its note-taking and customize the AI to track the specific intricacies of its diverse client base. The solution from Marloo saved Terry up to 15 hours per week, freeing up capacity to onboard more clients and provide a higher quality of service. This time savings translated to an estimated potential value of $400,000 per year, allowing the firm to focus on growth and nurture long-term client relationships.

Omura Wealth