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

Omura Wealth unlocks rapid growth and better client service with Marloo

Omura Wealth, a Sydney-based financial advice firm specializing in creative wealth-building strategies, faced a significant operational challenge due to rapid growth. Founder Terry Vogiatzis found himself overwhelmed with manual administrative tasks, including taking and expanding on meeting notes, which forced him to turn away or delay onboarding new clients. Seeking to overcome this bottleneck, the firm turned to the AI note-taking solution from Marloo.

By implementing Marloo, Omura Wealth gained a finance-specific tool that could be customized to track the intricacies of diverse client meetings through tailored templates. This solution saved founder Terry Vogiatzis up to 15 hours per week on administrative work, which he reinvested into onboarding new clients and providing superior service. The time savings translated to a potential value of $400,000 per year. Marloo's accuracy and dedicated customer support enabled the firm to enhance client experiences and build a robust data foundation for nurturing long-term relationships.

Omura Wealth

Terry Vogiatzis

Founder