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

Pie Funds saves 7 hours a week with Marloo

Pie Funds, a New Zealand-based financial firm, faced the common industry challenge of its advisers spending excessive time on administrative tasks like writing file notes and follow-ups after client meetings. This burden prevented wealth adviser Simon Hepple from focusing on building client relationships. To address this, Pie Funds implemented Marloo, an AI-powered service designed to record and analyze client meetings.

By using Marloo, Pie Funds automated the creation of comprehensive and accurate meeting notes. The AI intelligently distinguished relevant financial advice from casual conversation, saving Simon Hepple approximately seven hours per week on admin. This measurable time savings allowed him to focus more on client relationships and strategic advice. The solution from Marloo completely transformed his workflow, significantly reducing administrative stress and increasing overall productivity.

Pie Funds