Marloo is software that turns a financial adviser's meetings into notes, records and next steps. Our 73-second film follows one sentence said at the very end of a meeting, "the rate on our mortgage resets next March," through every Marloo screen that keeps it, from the recorder to a drafted email.
Software that turns an adviser's meetings into notes and records. 59 videos on YouTube, and not one short film of the product.
What it does
Marloo listens to a financial adviser's meetings and writes the , the record every adviser must keep, then builds each family's financial picture and the next steps. Since September 14, an adviser can ask one question across everyone they advise.[1]
Who buys it
Wealth managers, insurance advisers and mortgage advisers.[2] Marloo launched in the US on August 24, 2026.[3]
59 videos on YouTube, most about half an hour long. One runs under three minutes, and it is about working at Marloo, not the product.[4][5] Their US site had no video at all: not on the homepage, not on any of the 21 US pages we checked.[2]
Every video on their channel, oldest to newest. Height is length.Half run longer than 28:54
01020304050 min
Apr 22, 2026Their only video under 3 minutes: a recruiting film123Sep 25, 2026Ours: 1:13, about the product
Their only video under 3 minutes: a recruiting film
Ours: 1:13, about the product
The numbered bars
1Morningstar research · Sep 2 · 30:11
2Ask Marloo, the whole book · Sep 21 · 30:27
3Ask Marloo, now universal · Sep 24 · 32:27
When we looked, the 59 had 5,901 views between them, and half had 66 or fewer. The most watched is the recruiting film, at 649.[4]
What they launched in the five weeks before we started
Dana, a character we wrote, in the film's first five seconds.
Why it won
It starts with meeting notes, the way most advisers start with Marloo, and ends on its newest feature: one question asked across everyone they advise. It shows something getting lost, which no rival film does. And it ends on finished work, a drafted email.
How each idea was scored
Relevant Does it matter to their buyers? · Filmable Can every frame be filmed in the real product? · Payoff Does it end on something worth seeing? · Unique Does no rival do it? · Reusable Does it work beyond one post?
A·One sentenceChosen
24/25
Follow one throwaway sentence from the meeting to the whole book.
B·Advice runs on memory
20/25
Relevant
Filmable
Payoff
Unique
Reusable
Why not: A wall of 150 fading cards promised a big book, but the real answer came from five people. The ending would fall short.
C·Advice, not admin
19/25
Relevant
Filmable
Payoff
Unique
Reusable
Why not: A race against the clock is a notetaker film, and hours saved is the category's most worn line, in 7 of 16 films.
Where the sentence goes
Six Marloo screens keep the same sentence. A line of light follows it, as it does in the film.
1Heard0:21
Marloo's recorder is listening while she says it.
2Written down0:24
Her words in the transcript, marked.
3Filed0:26
A row in the : mortgage, 7-year , resets March 2027.
4Dated0:36
A dated card on her page: March 1.
5Found again0:51
Asked about every family at once, Marloo names her first.
Fourteen , drawn from Marloo's real screens before anything was filmed. Pick any moment to compare the plan with the film.
The sentence·0:00
The plan
The film·0:00
PlannedHer words over a dark stage, beside a small listening orb.
WhyThe sentence is the hero, before any product appears.
ChangedOur review called the dark version dull. We rebuilt it in Marloo's own light.
You hear
“Oh, before I forget. The rate on our mortgage resets next March. Every client meeting has a sentence like that.”
Easy to lose·0:05
The plan
The film·0:05
PlannedHer line among the other things said in the meeting.
WhyHer line comes at 5:16 of a 6:21 meeting, after the 401(k), the insurance and the college plans: easy to lose.
ChangedRebuilt with the opening, on the meeting's real timeline.
You hear
“Every client meeting has a sentence like that. It comes right at the end, after the four oh one k, the insurance and the college plans. Almost an afterthought. And it's the easiest thing to lose. Marloo heard it too.”
The recorder·0:21
The plan
The film·0:21
PlannedOne to Marloo's recorder.
WhyMost advisers start with the notes, so the film does too.
You hear
“You just have the conversation. Marloo records it, and writes it down, speaker by speaker.”
Written down·0:24
The plan
The film·0:24
PlannedTight on her words in the transcript, marked.
WhyThe same sentence, now on the record.
You hear
“Marloo records it, and writes it down, speaker by speaker.”
The file note·0:26
The plan
The film·0:26
PlannedA ring on one row of the file note.
WhyThe sentence becomes a line in the record an adviser must keep.
You hear
“Then it drafts the file note, in the template you choose.”
The family's picture·0:30
The plan
The film·0:30
PlannedThe real page scrolls through all six panels.
WhyOne meeting becomes a whole financial picture.
You hear
“And it builds the client's picture. Net worth. The gaps worth a closer look. The advice you gave.”
March first·0:36
The plan
The film·0:36
PlannedThe date card lifts out of the page, everything else dims.
WhyThe frame people screenshot: a throwaway line turned into a dated fact.
You hear
“And the date that matters. March first. The mortgage resets.”
Where it came from·0:40
The plan
The film·0:40
PlannedThe date's source: her first meeting, editable.
WhyAdvisers trust what they can trace.
You hear
“Every insight shows where it came from, and it's yours to edit.”
The whole book·0:44
The plan
The film·0:44
PlannedFrom one family to the whole book: Marloo's Home screen.
WhyAct two begins.
You hear
“That's one client. Now ask about all of them.”
The question·0:48
The plan
The film·0:48
PlannedThe real question typed into Marloo's own box.
WhyA question about care and risk, which no rival film asks.
You hear
“Which clients have debt that could cost more if rates move?”
Answers with names·0:51
The plan
The film·0:51
PlannedThe answer card, with a line to her row.
WhyOne question, answered with names and reasons.
ChangedIn our walk-through Marloo listed Priya first. On the day we filmed, Dana came first, so we rewrote the narration to match.
You hear
“Which clients have debt that could cost more if rates move? Marloo checks every client, and answers with names. Dana's reset in March. Priya's home equity line. It even explains why Tom isn't on the list.”
The email·1:02
The plan
The film·1:02
PlannedA drafted email under a soft light.
WhyEvery rival film stops at a list. Ours ends on finished work.
You hear
“Then it drafts the note to Dana, while March is still months away.”
What we kept real
Every state on screen is the product's own. Marloo's 38-second wait for the answer is shortened; nothing in it is changed.
We set up her page the way an adviser would, adding Marloo's Rate events panel so the date that mattered was on screen.
The family, the firm and the meeting are fictional and say so at the end of the film.
Left out on purpose
The Knowledge tab: brand new and strong, but it would turn one thread into a feature tour. Saved for a second film.
Tasks: turning it on sends a short survey to Marloo's own team. We never touch anything that reaches the company.
Advice documents: in the US they start with a demo call, so a new adviser cannot open them on day one.
Ideas we dropped
Advice runs on memory: A wall of 150 fading cards promised a big book, but the real answer came from five people. The ending would fall short.
Advice, not admin: A race against the clock is a notetaker film, and hours saved is the category's most worn line, in 7 of 16 films.
Written for this film: 96 beats a minute, in A major, warm and bright like Marloo's screens. Every hit lands on a spoken word. It falls almost silent twice, so the two lines that matter land alone.
Near silence: “March first”Near silence: “answers with names”
Soft openingSoft opening · 0:00 to 0:18 · Faint room tone and a bright pad under her line; light plucks join on the narrator's first word.One held noteOne held note · 0:17 to 0:18 · After “lose”, everything thins to one held note while the orb holds her sentence.Bells on “Marloo” · 0:18 · A bloom of bells and a soft low boom on the name.The grooveThe groove · 0:18 to 0:38 · Bass, kick, hats and delayed plucks from two bars after the title.Near silence: “March first” · 0:38 to 0:41 · A whisper of a low drone under “March first. The mortgage resets.”Groove back, buildingGroove back, building · 0:41 to 0:54 · Back with a soft downbeat on “Every insight”; it opens up before the question and rises into the answer.Near silence: “answers with names” · 0:54 to 0:55 · A whisper of a low drone as the answer lands on “names”.Groove back, thinningGroove back, thinning · 0:55 to 1:06 · Back on “Dana's”, then thinning away after “months away”.Final chordFinal chord · 1:06 to 1:13 · A deep boom and a wide, high chord with bells just before their closing line, ringing out to silence.
0:01: Oh, before I forget. The rate on our mortgage resets next March.0:05: Every client meeting has a sentence like that.0:08: It comes right at the end, after the four oh one k, the insurance and the college plans.0:14: Almost an afterthought.0:15: And it's the easiest thing to lose.0:18: Marloo heard it too.0:21: You just have the conversation.0:23: Marloo records it, and writes it down, speaker by speaker.0:26: Then it drafts the file note, in the template you choose.0:30: And it builds the client's picture.0:31: Net worth.0:32: The gaps worth a closer look.0:34: The advice you gave.0:36: And the date that matters.0:38: March first.0:39: The mortgage resets.0:41: Every insight shows where it came from, and it's yours to edit.0:45: That's one client.0:46: Now ask about all of them.0:48: Which clients have debt that could cost more if rates move?0:52: Marloo checks every client, and answers with names.0:55: Dana's reset in March.0:57: Priya's home equity line.0:59: It even explains why Tom isn't on the list.1:02: Then it drafts the note to Dana, while March is still months away.1:07: Know every client like they're your best.
0:000:100:200:300:400:501:001:10
Soft openingOne held noteThe grooveNear silence: “March first”Groove back, buildingNear silence: “answers with names”Groove back, thinningFinal chord
Oh, before I forget. The rate on our mortgage resets next March.
Every client meeting has a sentence like that.
It comes right at the end, after the four oh one k, the insurance and the college plans.
Almost an afterthought.
And it's the easiest thing to lose.
Marloo heard it too.
You just have the conversation.
Marloo records it, and writes it down, speaker by speaker.
Then it drafts the file note, in the template you choose.
And it builds the client's picture.
Net worth.
The gaps worth a closer look.
The advice you gave.
And the date that matters.
March first.
The mortgage resets.
Every insight shows where it came from, and it's yours to edit.
That's one client.
Now ask about all of them.
Which clients have debt that could cost more if rates move?
Marloo checks every client, and answers with names.
Dana's reset in March.
Priya's home equity line.
It even explains why Tom isn't on the list.
Then it drafts the note to Dana, while March is still months away.
Know every client like they're your best.
96 beats a minuteA major9 sound effects, each on its moment171 narrated words, about 163 a minuteHer line treated to sound like the room
07What we learned
Whatwelearned.
Four notes from this film that we now use on every film, and one you can use on yours.
First version (storyboard)Rebuilt
Walk-through (storyboard): Priya firstFilmed: Dana first
01
An opening has to be bright and busy from the first frame. Our dark first version read as dull, so we rebuilt it.
02
A title needs about a second of quiet on each side, and must clear before the product appears.
03
When the product answers live, film one real answer and write the words to what came back.
04
Never let words cross a live screen. Give them their own band.
Steal this
Before you film a feature, find one real sentence your customer would say and follow it through every screen. A thread is easier to watch than a tour.
