CallNote vs Marloo

CallNote vs Marloo at a glance

Which one to choose

If you searched for a Marloo alternative, start by working out which part of Marloo you want. Marloo is an AI assistant that spans meetings, client history, tasks, emails, forms and advice documents. CallNote is a file note tool. They overlap on one thing, the note that comes out of a client conversation.

Everything we say about Marloo below comes from its own Australian website, checked in September 2026. Products change quickly, so confirm the details with them before you decide.

What Marloo does

Marloo describes itself as AI for financial advisers. It has offices in New York, London and Sydney, and its site has pages for wealth managers, insurance advisers and mortgage advisers. The product covers a lot of ground:

• Meeting notes. Connect your Outlook or Google calendar, or paste a meeting link, and the notetaker joins Teams, Zoom or Google Meet. It must be admitted before it can record. For in-person meetings you record on the web or mobile app. If the internet drops, the recording stays on your phone and you upload it later.
• Templates. Build templates for reviews, fact-finds or first meetings, and run more than one template on the same transcript.
• Ask Marloo. A chat assistant that answers questions from a client's past conversations.
• Document generation. Upload your Word templates, pick the meetings, notes, emails and files to draw on, and Marloo drafts the document, including SOAs.
• Tasks, emails and forms. Follow-ups captured from the meeting, emails drafted from the conversation, and fillable PDFs completed.
• Client view. One timeline of every interaction with the client.

On security, Marloo says it is SOC 2 Type 2 and GDPR compliant, does not sell client data, does not use it to train AI models, and lets you opt to automatically delete recordings or transcripts. It points to a Trust Center for the detail. We could not confirm the hosting region from the pages we read, so ask if that matters to your licensee.

What CallNote does

CallNote is Australian software that does one thing. It takes a call or meeting transcript that already exists and turns it into a structured file note in your practice's format, in about two minutes. You review the draft, then publish it it.

It never records a call, never joins a meeting as a bot and never stores call audio. The transcript gets in one of these ways:

• Paste it in.
• Upload the .vtt or .txt export from Teams, Zoom or Google Meet.
• Forward it by email to your Email-in address.
• Connect Dialpad or Aircall and call transcripts arrive on their own.
• After an in-person meeting, dictate a voice memo and CallNote writes the note from that.

There are system templates for general calls, financial advice, NCCP and mortgage broking, and legal attendance notes. Or paste one of your own past notes and CallNote builds a template that matches your headings and shorthand. Finished notes export to PDF and can push to HubSpot, Notion or Slack, or anywhere Zapier reaches. Data is hosted in Sydney, encrypted, and not used to train AI.

The main difference: an assistant across everything, or one job

Marloo gets more useful the more of your client contact runs through it. Ask Marloo and the client view depend on Marloo having recorded the meetings. Document generation depends on it holding the notes, emails and files. That is a strong offer if you are happy to make it the centre of your practice's client record.

CallNote stays at the file note. We do not draft SOAs or ROAs, fill forms, write client emails or answer questions across a client's history. If that is what you are shopping for, Marloo is the right product to look at and CallNote is not. If you want the background on those documents, see Statement of Advice vs Record of Advice.

A bot in the meeting vs a transcript after it

For online meetings, Marloo's notetaker joins the call as a participant and records once admitted. You can remove it to pause recording for part of a meeting. Plenty of advisers are comfortable with that, and clients are getting used to it. Some are not, particularly in sensitive conversations about health, separation or estate matters.

Recording law in Australia also varies by state. NSW, WA, SA, Tasmania and the ACT generally require all parties to consent to recording a private conversation. Victoria, Queensland and the NT allow a party to the conversation to record it. The federal Telecommunications (Interception and Access) Act 1979 applies separately to intercepting calls over a network. This is general information, not legal advice. Whichever tool you use, tell the client and get a clear yes at the start. More detail is in is it legal to record phone calls in Australia.

CallNote sits after that step. Teams, Zoom or your phone system produces the transcript under the consent process you already run, and CallNote only sees the text. Nothing joins the call and no audio reaches us. We wrote more about this approach in AI note takers that don't record.

Your own format, then a sealed record

A file note is evidence. For personal advice it is part of how you show you met the best interests duty in s 961B of the Corporations Act 2001. So it needs to be consistent, written close to the event, and hard to dispute later.

Here is the kind of note CallNote produces from a phone call transcript, using an adviser's own headings. The client is fictional.

You check it against what was said, fix anything, then publish it. From that point the note carries a SHA-256 checksum and cannot be changed. A correction is appended with its own timestamp and the original stays visible. Every action lands in an audit log. We could not find an equivalent sealing feature described on Marloo's site. That does not mean its notes are unreliable, only that we cannot tell you how edits to a finished note are handled there.

For what belongs in the note itself, see what to record in a financial advice file note or run one through the best interests duty file note checklist.

Integrations

Marloo lists Outlook, Google Calendar, Zoom, Google Meet, Microsoft Teams and Webex, which is what it needs to get into your meetings and your inbox. Custom integrations are listed under its Enterprise plan. We did not see Xplan or another Australian practice management system named on the pages we checked, so ask Marloo directly how notes reach your client file.

CallNote has no native integration with Xplan, AdviserLogic or other adviser practice software either. The honest route is copy and paste, the PDF export, or Zapier where the system supports it. What CallNote does connect to is the phone side, Dialpad and Aircall, Microsoft Teams meetings, and general tools: HubSpot, Notion and Slack.

Pricing

Marloo's prices are from its Australian pricing page in September 2026. On price alone, Marloo Plus is cheaper than CallNote Solo for a single adviser and level with CallNote Team per seat, with free support staff on top. We would rather say that plainly. The reasons to choose CallNote are how it works: no bot, no audio, your own format and sealed notes.

Which one should you pick?

1. You want SOAs and other advice documents drafted from your templates. Marloo Pro.
2. You want a notetaker that joins Teams, Zoom and Meet from your calendar. Marloo.
3. You want to query a client's whole history, plus tasks, emails and forms. Marloo.
4. You want file notes only, in your own format, and sealed. CallNote.
5. You or your clients do not want a bot in the meeting, or your licensee would rather no extra tool held audio. CallNote.
6. Most of your calls run through Dialpad or Aircall. CallNote.
7. Your group includes a law firm or a broking arm that needs NCCP notes. CallNote. See CallNote for mortgage brokers and for law firms.

The financial advisers page shows how CallNote handles an adviser call. You can also compare us with Paradino and Claras, two Australian tools built for advisers.

Common questions