Case Study: Poole Group saves 250–300 hours a month with Marloo

Poole Group saves 250 to 300 hours a month with Marloo

Poole Group, an integrated financial services firm, faced significant inefficiencies in generating client file notes and complex advice documents, which created bottlenecks and slowed their advice turnaround. They implemented Marloo, an AI-powered tool, to automate and streamline these documentation processes.

By using Marloo for transcription and document generation, Poole Group dramatically reduced the time spent on file notes and creating statements of advice, records of advice, and strategy documents. The solution from Marloo saved the practice an estimated 250-300 hours per month, accelerated advice turnaround from two weeks to the same day, and identified potential annual paraplanning savings of $36,000.

Poole Group