Mili at FutureProof Citywide 2025: The game-changer advisors didn’t know they needed

What happens when you take a beach full of top wealth advisors, throw in cutting-edge tech, and ask them to reimagine the future of financial advice?

At FutureProof Citywide 2025, the answer was simple: Mili made advisors rethink everything they thought they knew about AI in wealth management.

As the future of financial advising rapidly evolves, Mili was there, ready to show the industry why we’re not just part of the future - we’re leading it.

FutureProof Citywide2025: Where innovation meets reality

FutureProof Citywide 2025 wasn’t just another conference; it was the intersection of innovation, technology, and financial advising. Held in the heart of Miami Beach, this year’s conference brought together the best minds in fintech and wealth management to discuss the next big disruptions in the industry.

In a space where technology meets human intuition, Mili stood out - not as a passive player but as an active disruptor. We weren’t just showcasing another tool; we were showing advisors how they could transform their entire workflow with AI.

Mili’s Experience Center: Advisors were blown away by what they saw

Fintech Alley on Miami Beach was buzzing. And no, it wasn’t just because of the stunning beach backdrop - it was because advisors couldn’t stop flocking to Booth 311, where Mili set up its Experience Center to demonstrate our AI-powered Meeting Agent in real-time.

Advisors lined up for a chance to see Mili’s Meeting Agent in action, and the reactions were nothing short of electric. One advisor, after testing the system, said: “Actually, hold on, you ARE the No. 1 in your category!” Another added, “Wow! You guys really thought it through and got it right. Just take my money!”

This was real-world feedback - advisors weren’t just impressed by how Mili saved them time, they were shocked by how seamless and accurate the AI was at capturing critical meeting notes, drafting follow-ups, and even offering suggestions on what to do next.

Real-Time reactions: Mili made waves

The buzz didn’t stop at the booth. The real story was in the genuine reactions from advisors who were finally getting a glimpse of the future. One advisor shared, “We were here last year and spent months with other notetakers, but none of them could answer our compliance questions. Mili - this is it!”

The fact that Mili seamlessly combines compliance, real-time data capture, and meeting intelligence was a revelation to many. Advisors were no longer stuck choosing between a system that worked and one that followed the rules. With Mili, it was clear: you didn’t have to choose.

More than time-saving: How Mili is revolutionizing advisor workflows

Mili’s Meeting Agent isn’t just about saving advisors' time. It’s about unlocking the full potential of an advisor’s day. With Mili’s AI handling the tedious administrative tasks, advisors can now focus on client relationships, financial strategy, and delivering personalized advice.

The next-generation workflow goes beyond just capturing notes. Mili is making the entire advisor-client interaction smoother and more efficient. By automating follow-ups, suggesting next steps, and integrating seamlessly with Advyzon, Mili’s AI-driven system becomes the ultimate co-pilot for financial advisors, keeping everything organized and easy to access.

Vision for the future: AI empowering human advisors

So, what does the future hold? The advisors who embrace AI aren’t just going to “keep up” with change - they’ll thrive in it. As we look toward 2030, the wealth management industry will be defined by AI-powered assistants that amplify human expertise.

At Mili, we’re building more than just tools for today - we’re creating a comprehensive AI ecosystem that will automate every part of an advisor’s workflow, from meeting prep and document generation to post-meeting follow-ups and compliance checks. The goal is clear: help advisors scale their businesses, make more informed decisions faster, and ultimately, provide better client outcomes.

By 2030, we believe the most successful advisors won’t be the ones who simply adopt AI - they’ll be the ones who know how to use AI to enhance their human skills, whether it’s making quicker decisions, deepening client relationships, or mastering complex financial strategies.

Conclusion: Mili’s presence at FutureProof - A glimpse into the future

FutureProof Citywide 2025 proved to be a pivotal moment for Mili. The feedback we received from advisors affirmed what we already knew: AI isn’t just for automation - it’s for empowering advisors to do what they do best. As we continue to develop and refine Mili’s AI-powered solutions, we’re excited to help shape the future of financial advice.

We weren’t just at FutureProof to showcase a product. We were there to demonstrate how Mili is already changing the game for wealth advisors - today, and in the years to come. If you didn’t get a chance to experience Mili in action at the conference, we invite you to see for yourself how our AI solutions can transform your advisor workflow and client engagement.

Ready to see Mili’s Magic? Meet Mili today to learn more and experience the future of financial advising.