Case Study: Pie Funds saves 7 hours a week with Marloo AI

Pie Funds adviser saves 7 hours a week with Marloo

Pie Funds, a financial services firm in New Zealand, faced the common industry challenge where its advisers spent hours on administrative tasks like writing file notes and follow-ups after client meetings. This paperwork was preventing wealth adviser Simon Hepple from focusing on building client relationships. He turned to the AI service from vendor Marloo to help alleviate this burden.

By implementing Marloo, the solution automatically recorded and distilled client meetings, using industry-specific intelligence to distinguish between casual conversation and relevant advice discussions. The results were transformative, saving Simon an estimated seven hours per week on admin. This allowed him to dedicate more time to client and accurate than his own manually written ones.

Pie Funds

Simon Hepple

Wealth Adviser