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flag Marloo launched an AI tool on Feb. 23, 2026, to fix financial advice inefficiencies in document handling, compliance, and onboarding.

flag Marloo launched an AI-powered tool on February 23, 2026, to tackle persistent inefficiencies in financial advice, aiming to streamline document generation, compliance, and client onboarding. flag The tool, designed to improve software interoperability and user experience, addresses longstanding industry frustrations with outdated systems. flag While AI is seen as vital for reducing administrative burdens, experts stress it cannot replace human judgment. flag The launch reflects a broader push to modernize fragmented platforms, though regulatory compliance remains a challenge.

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