Get started with Mili + 
Global Relay

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How it works

Connect your Mili rep with your Global Relay rep. They handle setup
Pick what gets archived - notes, summaries, emails, and transcripts
Run meetings the way you always have
Every record Mili creates lands in your Global Relay archive
Search AI records alongside email, messaging, and voice.
Review and supervise with a full audit trail on every record

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Frequently Asked Questions

01
What Mili data flows into Global Relay?

Meeting notes and summaries, the follow-up emails Mili drafts, and meeting transcripts. Each record carries metadata for client, advisor, date, and source. Your compliance team sees the full picture of what Mili produced and when.

02
Where do the records actually live?

In your firm's own Global Relay archive, the same one holding your email, messaging, and voice. Mili doesn't create a separate store for your team to manage or check. One archive, one place to look.

03
Where do the records actually live?

In your firm's own Global Relay archive, the same one holding your email, messaging, and voice. Mili doesn't create a separate store for your team to manage or check. One archive, one place to look.

04
Which recordkeeping rules does this help with?

SEC Rule 17a-4 and FINRA Rule 4511 treat an AI-generated meeting note the same way they treat an email. FINRA's Regulatory Notice 24-09 confirmed its rules are technology-neutral and apply to generative AI. This integration puts those records inside the archive your firm already uses to meet those obligations.

05
Is there an audit trail?

Yes. Every record moves through Global Relay's Open Connector API with a complete audit trail, so you can show what was created, when, and by whom.

06
What happens as we use Mili beyond meetings?

The records follow. As your firm runs onboarding, planning, data updates, and prospecting through Mili, those outputs flow into the same archive the same way. Compliance keeps pace with adoption instead of catching up later.

07
How do we get started?

You need an active Mili account and an active Global Relay account. Introduce your two reps and the teams take it from there. Email support@getmili.ai and we'll set up the first call.

08

Ready to connect Mili with 
Global Relay
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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