Transform your advisory practice with tailored AI agents
Eliminate all the busy work with purpose-built agents, so you can build stronger client relationships.
Meet your AI Agent dream team
Meeting Agent
Focus completely on your clients while every word gets captured. Your CRM updates itself, follow-ups write themselves, and you get professional meeting summaries ready to share.
Scheduling Agent
Say goodbye to calendar tennis. Tell your agent when you want to meet, and it handles the rest - finding times, sending invites, even including the agenda.
Data Management Agent
Change information once, update it everywhere. When life happens to your clients, their details flow seamlessly across all your systems.
Onboarding Agent
Bring new clients aboard in days instead of weeks. Forms fill themselves, applications complete automatically, and everyone starts the relationship smoothly.
Prospect Research Agent
Know who you're meeting before they walk in. Background, interests, and connections appear right when you need them.
Compliance Agent
Keep perfect records without thinking about it. Important conversations get documented, regulations stay current, and audits become simple.
Digital Marketing Agent
Grow your practice while focusing on clients. Email campaigns run themselves, your website stays fresh, and new prospects find you naturally.
Documents Agent
Turn paperwork into data in minutes. Upload any document and watch the important details flow right into your systems.
Cohesive. Customized. Compliant.
Cohesive.
Mili seamlessly integrates across your entire wealth management stack, creating unified workflows that connect your tools into one smooth experience.
Customized.
Mili learns and adapts to your firm's unique processes, communication preferences, and operational style, delivering tailored experiences across all agent interactions.
Compliant.
Mili maintains the highest security and regulatory standards across all operations, ensuring data protection, privacy safeguards, and industry compliance requirements are met throughout every agent interaction and workflow.
RIAs and Broker Dealers love Mili for its accuracy, security and discreet support
“I was skeptical - now Mili's my new best friend”
“I told my partner it was 'just an AI thing we're never going to use.' By the third meeting, I admitted I was wrong.
Mili is phenomenal - intuitive, organized, and captures everything. It's saved me 30-45 minutes per meeting. If I use it a dozen times, that's easily 6 hours saved.”
“We would be very disappointed if you took Mili away”
“As an operations person, my job is to identify ways for us to be as efficient as possible without sacrificing client experience.
Mili saves so much time and has just overall improved our client experience. I highly recommend it.”
“Mili has revolutionized how I handle meetings”
“Mili has completely transformed how I engage with clients by automating follow-ups and workflows.
Now, I can focus more on building deeper relationships with my clients and pursuing new opportunities.”
“Once you start using Mili, you won't go back”
“Being without Mili for just a couple of days was very challenging. Once you’ve experienced its benefits, there’s no returning to older methods.
The improvement it brings is so significant that its absence feels like a major setback.”
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“It's the best tech I've bought for our firm, for sure”
“Mili has become a full-time assistant helping me do tasks that I do not like, and is a lot cheaper.
It has taken a chore and made it an excellent part of the process. That's made our team a lot more efficient.”
Seamless integrations across all your tech tools
Mili eliminates compliance risks at the architectural level while keeping workflows natural
SOC 2 Type 2
Highest grade security standard ensuring that data is safe all the time
Streaming only, no recording
Notes created through secure real-time streaming and no audio recordings or stored transcripts
Say bye to bots
Secure streaming technology that works in the background without bots joining the call
AWS Enterprise Cloud
Built on AWS, the most trusted and secure cloud infrastructure for financial services
Bank-Grade Encryption
AES-256 and TLS 1.2+ data encryption at rest and in transit
Enterprise Network Security
AWS firewall and VPN protection safeguarding all production systems
Secure Access Control
JWT session management ensuring private and authenticated API access
PII redaction
Secure client data that never trains our models