--- title: "Agent Suite - Mili" description: "Stop choosing between growth and service quality. Our specialized AI agents handle everything from document analysis to prospect research, integrating with your existing tech stack and multiplying your team's impact. Explore all agents below." url: https://getmili.ai/agent-suite --- # Every role. Every workflow. One unified **AI workforce**. Stop choosing between growth and service quality. Our specialized AI agents handle everything from document analysis to prospect research, integrating with your existing tech stack and multiplying your team's impact. Explore all agents below. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free Meeting Agent Scheduling Agent Data Management Agent Onboarding Agent Prospect Research Agent Digital Marketing Agent Documents Agent Financial Planning Agent Compliance Agent ## Meeting Agent ### Meeting Prep Compile client history and portfolio updates before meetings This is some text inside of a div block. Try Mili Now ### Real-Time Notes Capture conversations and key decisions during meetings Try Mili Now ### Follow-Up Emails Generate client recap emails with the next steps Try Mili Now ### Action Tracking Create tasks from meeting commitments in your CRM Try Mili Now ### Client Insights Extract life events and opportunities from conversations Try Mili Now ## Scheduling Agent ### Calendar Sync Find available times across multiple team calendars Try Mili Now ### Meeting Invites Send personalized invitations with agenda and location details Try Mili Now ### Smart Reminders Deploy reminder sequences based on meeting type Try Mili Now ## Data Management Agent ### Contact Updates Sync address and phone changes across all systems Try Mili Now ### Family Changes Update beneficiaries after marriages, births, or divorces Try Mili Now ### Account Sync Keep balances and holdings current across platforms Try Mili Now ### Relationship Mapping Maintain household and entity connection structures Try Mili Now ## Onboarding Agent ### Account Opening Complete new account applications across all custodians Try Mili Now ### Asset Transfers Generate ACAT and transfer forms with client data Try Mili Now ### Beneficiaries Set up beneficiary designations across multiple accounts Try Mili Now ### Welcome Workflow Trigger onboarding emails and team task assignments Try Mili Now ## Prospect Research Agent ### Professional History Compile career progression and current business roles Try Mili Now ### Asset Discovery Identify potential wealth through public records Try Mili Now ### Network Analysis Find mutual connections for warm introductions Try Mili Now ### Personal Intel Surface hobbies, interests, and philanthropic activities Try Mili Now ## Digital Marketing Agent ### Client Communications Create segmented email campaigns for different audiences Try Mili Now ### Content Publishing Schedule market commentary across multiple channels Try Mili Now ### Event Promotion Manage invitations and RSVPs for client events Try Mili Now ### Drip Campaigns Deploy automated sequences for prospect nurturing Try Mili Now ## Documents Agent ### Tax Analysis Extract income and deduction data from returns Try Mili Now ### Statement Reading Pull balances and transactions from account statements Try Mili Now ### Insurance Review Identify coverage amounts and policy details Try Mili Now ### Estate Documents Flag outdated wills and beneficiary forms Try Mili Now Financial Planning Agent ### Tax Planning Generate a complete tax plan with opportunities Try Mili Now ### Divorce Planning Analyze a divorce settlement's after-tax consequences in a firm-branded advisor report Try Mili Now ### Estate Planning Project estate taxes and surface estate-plan gaps in a firm-branded advisor report Try Mili Now ### Education Planning Plan college and K-12 education funding in a firm-branded advisor report Try Mili Now ### Marriage Planning Plan a couple's financial merger: taxes, benefits, accounts, and the prenup if wanted Try Mili Now ### Family Planning Plan for a new or growing family: costs, protection, tax elections, education funding Try Mili Now ### Insurance Planning Review household insurance coverage and surface gaps in an advisor-ready risk plan Try Mili Now ## Ready to give every client the attention they deserve while multiplying your capacity?