Case Study: Peak Financial Services saves up to 80+ hours per week with Marloo AI

Peak Financial Services saves 80+ hours a week with Marloo

Peak Financial Services, a New Zealand-based firm specializing in insurance and mortgages, faced a significant administrative burden. Their team of advisers, many of whom serve clients in a mix of English and Tagalog, spent hours manually translating conversations and completing paperwork like needs analysis forms and Statements of Advice. This process was time-consuming and limited their capacity to take on new clients.

Marloo implemented its AI meeting assistant to automate translation and document generation for Peak Financial Services. The solution seamlessly processes bilingual conversations and automatically generates meeting notes, follow-up emails, and crucial documents. Using Marloo saved advisers up to two hours per client and increased one adviser's client capacity by 70%, saving the firm over 80 hours of administrative work per week.

Peak Financial Services