Meeting & follow-up assistant for wealth advisors

Meeting & follow-up assistant for wealth advisors

Meeting & follow-up assistant for wealth advisors

Tired of juggling screens during meetings and spending hours on follow-ups? With Mili real-time note taker, reclaim your time and attention to focus on clients.

Notes

Personal & family information

Financial information by Topic

Actionables

Meeting summary

Mili is taking notes...

Jane

Emily

Notes

Personal & family information

Emily got promoted to Director of Marketing at Box.

Alex (Emily’s daughter) got into her dream school, Stanford.

Financial information by Topic

Financial goals & concerns:

Renovation of the inherited cottage into a vacation rental, involving $50k.

Increase Alex’s 529 plan from $100k to $200k

Actionables

Advisor (Jane):

ROI analysis on cottage renovation and email findings.

Schedule meeting with Emily to discuss cottage investment.

Client (Emily):

Decision on contribution to Alex’s 529 plan to meet the $200k goal.

Meeting summary

Emily discussed her promotion at Box, Alex's Stanford acceptance, and plans for renovating her inherited cottage into a vacation...

Jane

Mili is taking notes...

Emily

Mili, note

Real-time, Organized Notes, in your style

Real-time, Organized Notes, in your style

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No-recording meeting note taker that organizes your notes, actionables and financial information in custom formats to your liking

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Supports in person meeting

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Integrates seamlessly with

Online meetings (Zoom, Google meet, Microsoft teams, and more)

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and more

Mili is taking notes...

Notes

Financial information by Topic

Financial goals & concerns :
Financial goals & concerns :
Renovation of the inherited cottage into a vacation rental, involving $50k.
Increase Alex’s 529 plan from $100k to $200k.
Increase Alex’s 529 plan from $100k to $200k.
Investments in sustainable businesses.
Investments in sustainable businesses.

CRM Tools

CRM Tools

Financial Planning Tools

Financial Planning Tools

Mili, update

Update notes to CRM & Other tools

Update notes to CRM & Other tools

One-click to smart update your notes and create tasks in your CRM or Financial planning software

One-click to smart update your notes and create tasks in your CRM or Financial planning software

Mili, follow up

Intelligent and warm follow-ups

Intelligent and warm follow-ups

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Follow-up emails drafted in your tone and language

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Future calendar invite drafts for you to verify and mark on the calendar

Zoom Meeting

Follow up email

Wonderful to see you and some
next steps

Hi Emily,


Very thrilled about your promotion and Alex’s acceptance to Stanford.

Please expect to hear from me on the following:


Calculating the return on investment in turning the cottage into a vacation rental including insurance.

Increasing contribution to 529 plan for Alex


Best,

Jane Doe

Wonderful to see you and some next steps

Hi Emily,


Very thrilled about your promotion and Alex’s acceptance to Stanford.
Please expect to hear from me on the following:


Calculating the return on investment in turning the cottage into a vacation rental including insurance.

Increasing contribution to 529 plan for Alex


Best,

Jane Doe

Wonderful to see you and some next steps

Hi Emily,


Very thrilled about your promotion and Alex’s acceptance to Stanford.

Please expect to hear from me on the following:


Calculating the return on investment in turning the cottage into a vacation rental including insurance.

Increasing contribution to 529 plan for Alex


Best,

Jane Doe

Built with Compliance in mind

Mili understands the importance of data security and compliance. Our focus on real-time streaming & proactive PII safeguards empowers a streamlined & secure workflow.

Streaming, not recording

Client conversations? Strictly confidential.
No recordings here.

PII fully protected

Your sensitive information remains yours.
We don't process PII to LLM models.

Experience the Mili advantage

Experience the Mili advantage

Experience the Mili advantage

© 2024 Mili Software

© 2024 Mili Software

© 2024 Mili Software