Tech Talks Daily · 2026-09-07 · 33 min
What happens when a one-hour conversation with a financial advisor creates an entire day of paperwork behind the scenes? In this episode of Tech Talks Daily, I speak with Hardy Michel, Co-Founder of Marloo, about the administrative load limiting how many clients financial advisors can support. Hardy previously helped build retail investing platforms in New Zealand and the UK, where he saw people gain easier access to investments while personal financial advice remained harder to obtain. Before building Marloo, Hardy and his co-founders spent months inside financial advice firms. They interviewed managing directors, compliance leaders, support teams and advisors, then worked beside them as they moved between inboxes, planning tools, client records and compliance systems. This "go slow to go fast" approach helped the team map the complete advice process before deciding where software could remove friction. Hardy says a 60-minute client meeting can produce 10 to 14 hours of follow-up work.
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