The MOST secure & private meeting AI agent for wealth advisors
Transform client meetings into organized notes and actionable follow-ups, instantly. Get 30+ hours back every month to focus on what matters most - your clients.
Mili turns raw conversations into structured and actionable data
Why do advice firms prefer Mili?
No AI bots in your meetings
Mili works silently in the background without adding AI bots to your Zoom or Teams calls. Your clients never see or interact with any technology - just you. We handle client consent standards automatically while keeping your meetings natural and professional.
Live notes, zero recordings
Mili captures notes in real-time through streaming, so no recordings ever get created or stored. All sensitive data, such as SSNs and account numbers, is redacted instantly. This keeps you compliant with the highest security standards every single time.
Proprietary Client Insights Engine (CIE)
Track each advisor's performance with clear metrics on referrals, CRM updates, meetings, and revenue pipeline. Monitor client satisfaction and retention across your entire practice as it happens. Make smart decisions about your team and growth with all the insights you need in one place.
Templates for discovery, onboarding, reviews, or custom workflows
Complete client overview from CRM, notes, and emails
Pre-built agendas eliminate prep calls and ensure team readiness
Client insights on portfolio gaps, life events, and priorities
Accurate notes without recordings, complete client focus
Quick personal notes that integrate with meeting records
PII and sensitive data redacted for compliance
Real-time progress to cover every important topic
Tailored client emails matching your workflow, no manual drafting
Summaries with next steps, recommendations, and key decisions
Instant sync across CRMs, planning tools, and custodian platforms
Streamlined onboarding and account opening with automatic form filling
Accurate documentation made effortless for all teams
Eliminate all the busy work with Mili’s Meeting Agent and enable all teams to become highly impactful.
Mili Meeting Agent integrates deeply and seamlessly across the wealth management stack
So you don’t need to spend hours maintaining data across multiple platforms.
The Mili advantage
Transform 30 hours of admin into revenue-generating time every month
Stop spending evenings recreating meeting notes. Mili saves advisors 15-30 minutes per meeting, letting you see more clients and grow your practice faster.
“Before Mili, I spent 20-30 minutes after each meeting drafting recap emails. Now it takes 5 minutes. I'm saving 15 minutes per meeting, and with 5-10 meetings weekly, that's hours back in my week to actually serve clients.”
Build a scalable documentation practice your compliance team will love
No recordings to store. All PII automatically redacted. Create consistent, high-quality notes across every advisor - from your newest hire to your top producer.
“Before Mili, our meeting notes varied wildly in quality depending on the advisor. Now we have consistency across the board. It's the great equalizer - every client gets the same high standard of documentation regardless of which advisor they meet with.”
Deliver the white-glove service your clients expect, consistently
Send professional follow-ups within 30 minutes. Capture personal details like birthdays and milestones. Build deeper relationships when you're fully present instead of scribbling notes.
“The follow-up email is a game-changer for client relationships. They receive a professional summary before they even get home. I get responses immediately - clients thanking me for the meeting and expressing excitement about our next steps. It's completely transformed how we connect.”
The only AI built for financial services compliance standards
Sleep easy knowing there are no recordings to manage. All sensitive information is automatically redacted. Meet SEC requirements while actually making compliance easier.
“What sold us on Mili was that there's no recording bot joining our meetings. Our high-net-worth clients value their privacy. Plus, Mili automatically redacts all sensitive information - SSNs, account numbers, everything. It's built specifically for our compliance needs, not adapted from generic software.”
The AI assistant that pays for itself in the first week
Join leading RIA firms who save 8+ hours per advisor weekly. Integrate seamlessly with your existing tech stack.
“Mili saves me 15 to 45 minutes per client meeting. We're talking 30 hours a week across our team - and we're paying a fraction of what that time costs. It's the best technology investment I've made for our firm.”
Finally leave the office when the meeting ends
Reclaim your evenings and weekends. No more staying late to write follow-ups or coming in early to prep notes. Be fully present with your family knowing everything's handled.
“I used to dread the post-meeting homework. Now I can walk out at 5:30 after a client meeting and be done - really done. Last week, I sent a follow-up from my car and made it to my son's game on time. Mili has given me my evenings back.”
