Founding Engineer

New AI, life company pricing partnership. September 8, 2026 In a first for the life insurance market across the ditch, Australian life insurance platform, NEOS and adviser productivity platform, Marloo, have announced a partnership that will give financial advisers in Australia access to pricing across the three products on the NEOS Platform directly within Marloo. The insurer says the partnership combines "...Marloo's AI-driven adviser workflow technology with NEOS's award-winning platform and expertise to help advisers assess client protection needs faster and easier. "This means advisers using Marloo can now access indicative pricing and projections for NEOS Protection, Encompass Protection and Futura Protection as part of their existing advice workflows effortlessly and helping them deliver more informed client conversations." NEOS says the integration has been designed to support Australian advisers by providing quick access to insurance quotes and product insights during the financial advice process. "The partnership reflects a shared commitment to improving adviser productivity through practical applications of artificial intelligence and making life insurance easy through modern technology," it says. NEOS Managing Director John de Zwart says the partnership represents another step forward in leveraging technology to improve access to quality advice and insurance outcomes. ...technology should make life easier for advisers... "At NEOS, RiskinfoNZ has always believed technology should make life easier for advisers and ultimately help more Australians access quality insurance solutions. "By integrating our NEOS Platform pricing capabilities into Marloo's platform, we're giving advisers the ability to compare a range of... retail advice products and provide advisers with a faster and more seamless way to explore insurance options within the tools they already use everyday," he says. Marloo's Founder, Shakeel Lala says the company's mission "... is to be the AI partner for advice businesses, helping advisers spend less time on administration and more time delivering value to clients. "Partnering with NEOS enables us to bring high-quality insurance insights directly into adviser workflows, helping practices become more efficient while maintaining high standards of advice," he says. The integration is now available to Australian advisers using the Marloo platform.

Marloo, an AI startup helping financial advisers manage client portfolios, is growing at 37% monthly revenue growth since its inception 15 months ago. The company has onboarded more than 900 paying advisory firms across eight countries and is expanding into the US. Founded by veterans of retail investment platforms Sharesies and Lightyear, Marloo raised $13 million across two funding rounds just six months apart — $3 million pre-seed and $10 million seed. The platform uses AI to help advisers quickly identify which clients are affected by market changes, such as interest rate moves, reducing manual portfolio analysis. The founders say AI enables advisers to spend less time on paperwork and more time providing personalised advice to clients navigating complex financial decisions around retirement, family planning, and home ownership.