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.
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.
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.
The Mili advantage
Build deep relationships by capturing the smallest details
Mili captures the casual comments and personal moments that humans overlook, giving you the insights needed to deepen every client relationship.
"The quality of Mili's notes is next-level. They're organized, easy to read, and often catch things we wouldn't have remembered to write down.
We've had so many moments where one of us says, 'I wouldn't have thought to include that, but I'm so glad it's there.' It even captures things no one thought to write down: the kind of passing comments that ultimately matter. It helps us show up better for our clients."
Transform client relationship depth across all meeting scenarios
Mili adapts to any environment while building comprehensive client profiles that deepen relationships over time.
"Mili has revolutionized how I handle meetings. I use it everywhere - from prospect meetings and comprehensive wealth reviews to client calls and even restaurant meetings. Whether it's financial planning, investment reviews, or conversations at a client's home, Mili adapts to every scenario."
Create immediate client gratitude through rapid responsiveness
Mili enables same-day follow-ups that surprise and delight clients, setting firms apart from slower competitors.
"Sending a post-meeting email with a summary within 30 minutes has been a game changer in my client relationships. Clients appreciate the quick recap and often respond right away, expressing gratitude and excitement for the next meeting. It's a simple step that makes a big impact!"
Create intelligent CRM automation with contextual understanding
Mili doesn't just capture data - it intelligently interprets conversations to create properly timed tasks and actionable items.
"In the meeting, the advisors had talked with the client about doing something regarding an account in Q4 of this year. Mili, when creating that Salesforce task, automatically created the due date for that task for September 30th. I know that seems like such a small thing, but all of that compounds."
Scale meeting capacity without hiring additional staff
Mili acts as a full-time assistant, handling complex documentation tasks more efficiently than human employees.
"It's been a big relief for me. It's made very few mistakes and is a lot cheaper than hiring additional staff. It's like having a full-time assistant helping me do tasks that I do not like doing."
