The eMoney Summit moment that changed everything for advisors

Vennela Miryala, Chief Product Officer at Mili, was demonstrating something that shouldn't exist yet. In front of 640+ advisors watching the live session, she showed an AI agent pulling client data from Salesforce, financial plans from eMoney, market intelligence, and risk factors - all in 7 seconds.

No prompts. No configuration. No manual data entry.

Just one advisor asking: "Prepare me for this meeting."

This wasn't another AI promise for 2026. This was happening live, at the eMoney Virtual Summit 2025, where transformation stopped being theoretical and became an immediate reality.

The summit that redefined what's possible

eMoney's 12th annual summit attracted 1,400+ financial professionals across three days in October. While eMoney unveiled its CoPlanner tool, promising 48% time savings, something more fundamental was happening in the Mili-sponsored sessions.

The industry was discovering the difference between AI that assists and AI agents that actually execute.

"Over the last year, you've heard a lot about AI. How is it going to fix everything?" Vennela began her session. "And then you tried it and realized it's like hiring an intern with a PhD in confidence."

The room erupted. Because every advisor knew that pain - the promise of AI that still needed constant hand-holding, that forgot context, that couldn't connect the dots across their tech stack.

Six AI Agents that are already transforming advisory workflows

What happened next redefined expectations. Vennela (CPO, Mili) demonstrated six production-ready AI agents, each eliminating hours of manual work:

Meeting Preparation Agent

• Pulls data from CRMs, eMoney, documents, and emails in seconds
• Identifies talking points, opportunities, and risks automatically
• Generates comprehensive prep documents with zero manual input
• Updates agendas with discovered priorities and concerns

Meeting Agent

• Captures real-time notes without recordings or bots joining meetings
• Identifies client DNA, revenue opportunities, and referrals automatically
• Creates structured summaries with action items instantly
• Generates follow-up emails before clients reach the parking lot

Ask Anything Agent

• Searches across the entire tech stack with natural language queries
• Answers complex questions like "Which $1M+ clients haven't had reviews?"
• Eliminates hunting through multiple systems for client information
• Provides instant insights across your complete book of business

Data Management Agent

• Syncs updates across CRM, eMoney, and portfolio tools in one click
• Eliminates double entry and data drift between systems
• Updates tasks and kicks off workflows automatically
• Achieves 60% reduction in data discrepancies

Prospect Research Agent

• Compiles comprehensive backgrounds from public sources
• Generates advisor-fit scores and conversation starters
• Delivers professional summaries, investment history, and personal interests
• Transforms cold meetings into warm conversations

Onboarding Agent

• Prefill all forms and applications from the conversation context
• Creates engagement letters and financial planning agreements
• Reduces account opening from weeks to days
• Enables 80% faster client onboarding

The enterprise story that proved scale was possible

Day 3 brought the session that C-suites had been waiting for. Chirag Gandhi, CEO of Mili, joined Vikram Chugh, COO of Robertson Stephens ($8B+ AUM RIA), to share something unprecedented: how to implement AI agents across an entire enterprise.

Robertson Stephens had grown from $5B to $8B in just 12 months. The secret? They'd deployed Mili across all 26 advisor teams.

"We spent a lot of time building integrations across all these tools," Vikram explained. "But the biggest gap was meeting inefficiencies. Advisors spent hours during meetings, after meetings, just on notes."

The transformation was methodical:

• Pilot Phase: Started with their best and worst note-takers—the best provided the quality bar, the worst showed maximum gains
• Configuration: Three months to perfect workflows and integrations
• Rollout: Small group of early adopters first, then enterprise-wide with extensive training
• Results: 60% reduction in data discrepancies, post-meeting updates completed in minutes, not days

But Vikram shared the real insight: "The issue isn't being replaced by AI. It's being out-competed by advisors who use AI better."

The three revelations that changed everything

Revelation 1: The 25th Hour Is Real

"A mentor once asked me who the most powerful person in the world is," Chirag shared. "I said something obvious. He smiled and said, 'No. It's the person who somehow has the 25th hour in their day.'"

Advisors using Mili are finding that hour. Actually, they're finding 11-19 hours per week. Time previously lost to:

• Reconstructing meeting notes from memory
• Manually updating CRMs
• Researching prospects on LinkedIn
• Filling out onboarding forms
• Searching for client information across platforms

Revelation 2: The Bot-Free Revolution

"Milli is the only note-taker that never creates recordings," Vennela emphasized. "No audio files stored anywhere. No bot joining meetings. No third participant staring into your client's soul."

This wasn't a small technical detail. It was the difference between compliance approval and rejection. Between client comfort and awkwardness. Between adoption and resistance.

The technology streamed conversations in real-time, built notes on the fly, then discarded the audio like Netflix discards watched content. Revolutionary for compliance. Transformative for trust.

Revelation 3: Integration Without Integration

Robertson Stephens had Salesforce, eMoney, Addepar, Tamarac, and a dozen other tools. Adding Mili should have meant another layer of complexity.

Instead, it became the connective tissue.

"One Mili implementation replaces dozens of point solutions," Vikram noted. "More importantly, it makes your existing tools actually work together."

The Data Management Agent didn't replace their CRM - it made sure their CRM actually reflected reality. The Meeting Agent didn't replace note-taking - it made notes actually actionable across every system.

The questions that revealed how ready advisors were

The Q&A sessions told the real story. Gone were the skeptical "Is AI secure?" questions from previous years. Instead:

• "How quickly can we implement across 20 advisors?"
• "Can Mili agents work with our custom Salesforce fields?"
• "What's the integration roadmap for Black Diamond?"
• "How do we configure this for our compliance requirements?"

The fear had shifted. Advisors weren't worried about AI anymore. They were worried about their competitors who were already using it.

One question stood out: "We spent a year preparing our data before launching our first AI tool. How does Mili work from day one?"

The answer revealed Milli's fundamental advantage: adaptive intelligence. While others required perfect data to start, Mili learned from existing chaos and helped clean it up along the way.

The math that made CFOs pay attention

Vikram broke down the economics:

Traditional Approach:

• ML engineers, data scientists, infrastructure: $1M before writing code
• Year-long data cleanup: Opportunity cost immeasurable
• Custom development: 18-24 months
• Adoption challenges: 50% utilization is typical

Mili Approach:

• Deployment: Weeks, not years
• Data preparation: None required
• Monthly cost: Less than coffee budget
• Adoption rate at Robertson Stephens: 100% within 3 months

The ROI wasn't incremental. It was transformational. Advisors handling 40+ additional client touchpoints monthly. Onboarding time cut by 80%. Meeting prep reduced from hours to seconds.

What this means for every advisory firm

The eMoney Summit 2025 will be remembered as the moment AI agents moved from PowerPoint to production. But three strategic insights emerged that every firm needs to understand:

First, the moat is moving. The competitive advantage is no longer having technology - it's having technology that talks to other technology. Mili's agent mesh architecture, where specialized agents handle specific workflows while sharing context, represents the future of advisory tech stacks.

Second, adoption is about elevation, not replacement. Robertson Stephens succeeded because they positioned AI as elevating roles, not eliminating them. Operations teams stopped being note-takers and became strategic advisors. The technology handled tasks. Humans handled relationships.

Third, the window is closing rapidly. Firms using AI agents today aren't just more efficient - they're operating at a fundamentally different level. They're having deeper conversations, catching more opportunities, and serving more clients better. The gap compounds daily.

The future that's already here

Robertson Stephens is now onboarding clients 80% faster than their competitors. Their advisors spend zero time on data entry. Their meeting notes are perfect, comprehensive, and instantly actionable.

They're not working harder. They're operating in a different dimension.

"We're already building agents at our firm," Vikram admitted. "Ask Robbie for internal knowledge. Alternative investment analysis. Marketing automation. But for the core advisor workflows - meeting prep, notes, data management, onboarding - Mili had already solved what would have taken us years."

This is the new reality: build what's unique to your firm, buy what's been perfected through hundreds of thousands of advisor meetings.

Your Choice: transform now or play catch-up forever

The eMoney Virtual Summit 2025 showcased many innovations. eMoney's own CoPlanner promised 48% time savings. Various vendors demonstrated incremental improvements.

But only one demonstration made 640+ advisors simultaneously realize their workflows would never be the same.

The difference between AI tools and AI agents isn't subtle when you see it live. Tools still need you to drive. Agents take the wheel while you focus on navigation.

Tools make you faster at existing workflows. Agents eliminate workflows entirely.

Tools integrate with your stack. Agents make your stack actually work.

As we left the summit, one thing was crystal clear: the firms that move now will define the next decade of wealth management. The firms that wait will spend that decade trying to catch up.

The 25th hour isn't coming. For hundreds of advisory firms using Mili, it's already here. So Meet Mili and unlock your 25th hour!