Adviser-focused fintech Marloo has launched a new AI-powered client book search tool.
Ask Marloo will enable advisers to conduct a deep dive across all clients to surface actionable insights.
It can highlight which clients may be affected by market developments, alert advisers who have mentioned an upcoming change to their circumstances, identify clients with adult children or dependents who may benefit from financial advice, and pinpoint clients whose protection cover is due to be renewed.
It can also help advisers with the process of taking on inherited clients from other advisers by detailing key objectives and requirements across a book of new of legacy clients.
The tool draws on meeting notes, documents and emails to pull out these elements for advisers and paraplanners on their home screen on the Marloo platform.
Hardy Michel co-founder at Marloo, said, “Financial advice runs on memory: what was said three years ago, why each decision was made, and what has changed since. That is not a nice touch on top of the advice, it is the foundation of a client relationship. However, one person can only remember so much.
“Essential background information on a client is scattered, and it is time-consuming for advisers to piece it together across multiple tabs. Ask Marloo changes that by recalling what is important to a client, demonstrating the potential growth opportunities within a client book and ensuring advisers continue to add value through the service they provide.”
According to Marloo, over 1,000 advisers are currently using the platform.
The use of AI is moving from experimentation into everyday workflows, according to the report.
Meeting transcription and note generation AI tools were the most frequently used tools, with 48% of advisers using or implementing them compared with 25% in 2025.
Adoption for report personalisation had risen from 15% to 42% year-on-year. The other area which had seen a major increase was suitability assessments and reporting, which has increased from 11% to 40% year-on-year.
There was a division in the adoption of AI between larger and smaller firms.
Advisers at firms with six or more advisers were more than twice as likely to be using or implementing AI for meeting transcription and note generation as those at firms with five or fewer advisers (72% vs 31%). A similar gap can be seen in report personalisation (63% vs 27%) and suitability assessment and reporting (62% vs 24%).