Auckland, New Zealand – Pie Funds, a New Zealand-owned KiwiSaver, investment fund and wealth management firm, and Wellington-based Marloo, an artificial intelligence (AI) assistant that empowers financial advisers to spend time on building client relationships and growing revenue, today announced a strategic partnership to transform adviser workflow and client service.
The partnership formalises the adoption of Marloo’s AI platform by Pie Funds following a successful trial by Pie’s wealth management team that demonstrated significant efficiency gains and improved documentation quality.
Marloo recently secured $4.6 million in pre-seed funding to accelerate its platform, which uses industry-specific intelligence to automatically record, transcribe, and draft comprehensive, compliant file notes from client meetings, directly addressing the industry-wide challenge of post-meeting administrative overload.
Ana-Marie Lockyer, CEO at Pie Funds commented on the decision to formalise the partnership: "We are committed to investing in tools that give our advisers back the most precious commodity, time. This is more than an efficiency gain - it’s a commitment to deeper, more meaningful client relationships. Our advisers can now spend their day doing what they are so talented at, advising our clients on growing and managing their wealth."
Shakeel Lala, co-founder at Marloo added: "Pie Funds is a forward-thinking firm that understands AI is much more than a cool toy to play with - it's here to help people with their jobs and augment human capability. We’re proud to have such a prominent player on the scene using our software and we’re excited to help their teams reduce the administrative burden for so they can focus entirely on delivering exceptional client service and great investment returns."
The Marloo platform is now being rolled out across Pie Funds’ advice teams to ensure a high-quality, consistent client experience across the country.
More information
Read a case study about how Marloo has helped Pie Wealth adviser Simon Hepple dramatically improve his productivity and allowed him to build deeper relationships with his clients.
About Pie Funds
Pie Funds is a boutique New Zealand-owned KiwiSaver, investment funds and wealth manager. As at the end of October 2025, it managed more than $2.5 billion of funds and had generated more than $1.2 billion in wealth (after fees, before tax) for its clients since the firm was founded in 2007.
About Marloo
Marloo is an AI Assistant transforming how financial advisers work across the United Kingdom, Australia, and New Zealand. Founded by Shakeel Lala, Hardy Michel, and Ben Robertson, Marloo adheres to enterprise-grade security standards including SOC 2 Type 2 and GDPR compliance.
Information is current as at 5 December 2025. Pie Funds Management Limited (“Pie Funds”) is the issuer and manager of the funds in the Pie KiwiSaver Scheme and the Pie Funds Management Scheme (“Schemes”), the product disclosure statements of which can be found at www.piefunds.co.nz. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary.