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Description

Automated Meeting Minutes - Elevate your meeting efficiency with Acta, which minimizes delays in execution by providing timely automated meeting minutes that facilitate quicker follow-ups. Why choose ACTA? It transforms your ideas into actionable items while ensuring clear accountability and prompt responses, thereby documenting commitments for future reference. Keep all your meetings organized in a single platform, allowing you to automate tedious tasks and reclaim valuable time. Transition your meetings seamlessly into effective workflow management. Intuitive Experience: Acta's Robo offers a user-friendly interface; simply invite it to your meeting and witness its remarkable capabilities. Compatible with any conferencing system, Acta ROBO effortlessly joins and produces categorized meeting minutes. With its automatic speech recognition feature, you can access comprehensive speech-to-text transcripts that include speaker identification, participants, and a summary of discussions. Furthermore, Acta efficiently categorizes the conversation into actionable items, decisions, and essential notes, ensuring nothing is overlooked. This comprehensive approach to meeting documentation enhances productivity and accountability in your organization.

Description

Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zoom
BlueJeans
Cisco Webex
Google Calendar
Google Meet
HighFive
Lifesize
Microsoft Outlook
Microsoft Teams
Skype

Integrations

Zoom
BlueJeans
Cisco Webex
Google Calendar
Google Meet
HighFive
Lifesize
Microsoft Outlook
Microsoft Teams
Skype

Pricing Details

$5 per user per month
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ACTA

Founded

2018

Country

India

Website

acta.ai/

Vendor Details

Company Name

Marloo

Founded

2025

Country

United States

Website

www.gomarloo.com

Product Features

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Product Features

Alternatives

Alternatives

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