Why advisors are choosing an AI workforce over a note-taker
No bots join meetings
Completely invisible to clients
No recordings created
Only secure transcripts
AI agent suite
8+ agents beyond just notes
Advanced analytics
Track referrals & opportunities
There is no comparison.
Jump takes meeting notes. Mili deploys 8 specialized AI agents across your entire practice. Even our Meeting Agent alone outperforms Jump - handling prep, notes, follow-ups, and insights.
The other 7 agents? They schedule meetings, onboard clients, research prospects, and automate your whole workflow. It's like comparing a notepad to a full team.
Detailed feature comparison
Meeting Privacy
Client Control
PII Protection
Recording Storage
Security Standards
Data Retention
Consent Handling
Meeting Types
Customization
Pre-meeting Preparation
Integrations
Notepad/ Scratchpad
Download Notes as Doc/PDF
Setup Process
Support for iOS & Android
Support for Mac & Windows
Support Model
Training
Meeting analytics
Client engagement metrics & insights
Client wants and concerns
Referrals tracking
Personalized gift recommendations
Customer funnel reports
Client Profiles
Ask AI Feature
Admin Access Control
Create Teams
Trial Period
Meeting Limits
Assistant Access
No AI bot joins the meet - fully private
Full meeting control - 'Pause' & 'Resume'
Advanced & configurable PII Redaction
No audio recordings created or stored
SOC 2 Type 2 and ISO 27001 certified
All AI outputs with custom retention policies
Flexible consent mechanisms (verbal, audio, email, virtual background)
Virtual, in-person, phone calls
White-glove customization for templates & emails
Deep & custom integrations with your tech stack
Built-in scratchpad for collaboration
Available with custom branding
White-glove onboarding & training
Available as an app
Available as a native app & on browser
Dedicated success manager
Personalized for your firm
Available (in Client Insights Engine (CIE))
Available (in CIE)
Available (in CIE)
Available (in CIE)
Available (in CIE)
Available (in CIE)
Available
Available
Available
Available
14 days
Unlimited for Spark, Accelerate & Infinity
Complimentary seats
"Jump AI" bot joins meetings
No pause during sensitive sections
Basic PII redaction
Audio/video recordings stored in cloud (client records)
Only SOC 2 Type 2
Limited retention options
One-size-fits-all consent
Virtual, in-person, phone calls
Limited template modifications
Basic meeting preparation
CRM data push
Not available
Not available
Majorly self-serve
Available as an app
Available only on browser
Self-service focused
Generic video resources
Available
Not available
Not available
Not available
Not available
Not available
Not available
Available
Available
Available
14 days
Unlimited in specific plans
Paid up lite seats ($300/year)
Why leading advice firms choose Mili over Jump
Built for compliance, not just convenience
Jump records your meetings. That's a compliance nightmare waiting to happen.
Mili was built from day one with enterprise-grade compliance and security.
"We love that Mili doesn't create recordings. When we talk to clients about how we're using Mili and what it's doing for us, they're completely comfortable with that. No recordings means compliance is much easier and simpler, and quite frankly, it puts clients' minds at ease."
Notes that actually help your practice
Advisors tell us Jump's notes are "really high level and not especially actionable."
Mili captures what matters.
"Before Mili, everything was manual - taking notes during meetings was always a hassle. I'd miss important small details. Now Mili captures things that a human wouldn't think was important enough, but later becomes crucial for client experience. The notes are beautifully formatted and capture 95% of what I would have taken down."
AI agents that transform your workflow
Jump stops at meeting notes.
Mili's AI agents handle the tasks that eat up your day.
"Mili's become my best friend. She's phenomenal - intuitive, with fantastic organization of topics. It's taken something I absolutely dreaded and brought excitement to it. My team loves it because they can take those notes and understand everything we talked about. It's like they were in the meeting with us."
Privacy your clients will appreciate
Jump's bot joins with a "recording" sign. Not exactly building trust.
Mili is different.
"Clients always expect us to use software like this - they see it with doctors and other professionals. But what they appreciate is that Mili doesn't have that faceless recording assistant joining meetings. We work with high-net-worth individuals who value their privacy. They feel more comfortable knowing it's just us in the meeting."
Integration that connects your entire tech stack
Jump pushes basic notes to your CRM.
Mili deeply integrates across your whole wealth management ecosystem.
"Mili automatically creates tasks with due dates - like when we discussed doing something in Q4, she set September 30th as the due date. Everything uploads automatically to Salesforce. What saves 15-45 minutes per client interaction depending on complexity. That's 30 hours a week saved across 15 meetings."
Insights that grow your practice
Jump gives you basic analytics.
Mili's Client Insights Engine reveals opportunities.
"I wouldn't have thought to put certain details in notes, but I'm so glad Mili captures them. When clients mention their father's birthday or their daughters love horseback riding - these aren't things we'd have written down before. But when there's a service team transfer, the new advisor walks in knowing everything about the client, not just bare bones information."
