# Mili — full site content Generated from 89 pages at https://getmili.ai. Each section below is one page; the source URL is given in its front matter. --- --- title: "Protected Page | Mili" description: "" url: https://getmili.ai/401 --- --- --- title: "Page not found (404) | Mili" description: "This URL does not exist on getmili.ai. The full page list is in the sitemap, and a machine-readable index with descriptions is at /llms.txt." url: https://getmili.ai/404 --- # Page not found (404) This URL does not exist on getmili.ai. Nothing has moved — the path is simply wrong. To find the right page: the complete list is at [/sitemap.xml](https://getmili.ai/sitemap.xml), and [/llms.txt](https://getmili.ai/llms.txt) is a machine-readable index of every page with a one-line description of each. [/llms-full.txt](https://getmili.ai/llms-full.txt) is the entire site as one document. Any page can be fetched as Markdown, either by appending `.md` to its URL or by sending `Accept: text/markdown`. Main sections: [Meeting Agent](/meeting-agent), [Agent Suite](/agent-suite), [Integrations](/integrations) (30+ advisor systems), [Resources](/resources), [Security](/security), [Contact](/contact). --- --- title: "Mili - AI agents for wealth advisors" description: "Tailored AI agents for advice firms." url: https://getmili.ai --- # Transform your advice firm with tailored **AI agents** Eliminate all the busy work with purpose-built agents, so you can build stronger client relationships. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free Trusted by ![Prime Capital Financial ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b055f5cbb16707baba0eb_Group-2147239087.webp) ![MACO Wealth Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b05405bf915702cf4e655_Group-2147239086.webp) ![Neo Wealth & Asset Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5c2c1d41c930fa6454f_Frame-1171279014.webp) ![Human Capital ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac595a4f30776b95ceffa_Frame-1171279013.webp) ![Longevity Capital Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac57676974e7441c55596_Frame-1171279012.webp) ![Elevate Private Wealth Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5344a98cdb68488c5e4_Frame-1171279011.webp) ![International Assets Advisory ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac4b3ea1094daabd3963f_Frame-1171279010.webp) ![Winn Partners Financial Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac45f356ac763e52206d5_Frame-38.webp) ![Presidio Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690bbf60c56ef788beed51b5_Presidio-Capital-Logo-for-website.webp) ![Forward Thinking WM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2e00ed0f612a2d8900f6_FTWM-V1-Final-logo.webp) ![FSFM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2cfccb61ee7e28ab2024_FSFM-Final-website-logo.webp) ![Roberston Stephens](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2ac2de93d1f5023d9890_RS-Logo-Final-version-website.webp) ![Echelon Financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68b6fc7785647fd4040bc4cb_Echelon-Final.webp) ![ECIGX](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31439a98d5e6f4df1df55_CIGX-Logo-Final.webp) ![Marshall financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a3141feae8c829ad9d2be2_Marshall-Financial-Logo-Final.webp) ![Clarity Capital Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31403eae8c829ad9d20dc_Clarity-Capital-Logo-Final.webp) ![Palatine WM ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687f5dba999e8d068b9db700_Palatine-WM-Logo.webp) ![Procore Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687fb63d70626091ad732136_Procore-Final-v2.webp) ![Pebble Valley](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/686282d41753b776b50a4583_Pebble-Valley-Logo.webp) ![Alikos Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68531fb6058e76bea116b90f_Alikos-Wealth-Mgmt.webp) ![Global View Investors](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99059ff2bae5bbb2601_Global-View.webp) ![Plunk Smith](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99ac99c4a830fb25640_Plunk-Smith.webp) ![Quent Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8062c3970e2c55cd524_Quent-Capital.avif) ![Avion Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c826d6f7d0eaa8d4ab8f_Avion-Wealth.avif) ![Partners](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c7d397fe2a01c134dae6_Partners-group.avif) ![SFMG](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c83fd11c5b33585106c2_SFMG.avif) ![JM Brown](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8800504c168d72f5a2c_JM-Brown.avif) ![Austin](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8894a63c9f8ce90c087_Austin.avif) ## Meet your **AI Agent** dream team ### Meeting Agent Focus completely on your clients while every word gets captured. Your CRM updates itself, follow-ups write themselves, and you get professional meeting summaries ready to share. - [Know More](https://getmili.ai/meeting-agent) Capture real-time meeting intelligence Instantly update your CRM Send professional follow-ups within minutes ### Scheduling Agent Say goodbye to calendar tennis. Tell your agent when you want to meet, and it handles the rest - finding times, sending invites, even including the agenda. ## Data Management Agent Change information once, update it everywhere. When life happens to your clients, their details flow seamlessly across all your systems. ### Onboarding Agent Bring new clients aboard in days instead of weeks. Forms fill themselves, applications complete automatically, and everyone starts the relationship smoothly. ### Prospect Research Agent Know who you're meeting before they walk in. Background, interests, and connections appear right when you need them. ### Digital Marketing Agent Grow your practice while focusing on clients. Email campaigns run themselves, your website stays fresh, and new prospects find you naturally. ### Documents Agent Turn paperwork into data in minutes. Upload any document and watch the important details flow right into your systems. Financial Planning Agent Turn big life moments into clear plans. Tax, estate, education, insurance and more, ready to share as a report with your firm's branding on it. ## Cohesive. Customized. Compliant. ### **Cohesive.** Mili seamlessly integrates across your entire wealth management stack, creating unified workflows that connect your tools into one smooth experience. ### **Customized.** Mili learns and adapts to your firm's unique processes, communication preferences, and operational style, delivering tailored experiences across all agent interactions. ### **Compliant.** Mili maintains the highest security and regulatory standards across all operations, ensuring data protection, privacy safeguards, and industry compliance requirements are met throughout every agent interaction and workflow. ## RIAs and Broker Dealers love **Mili** for its accuracy, security and discreet support ### “Mili is one of our most significant investments” “We first looked at Mili from a compliance mindset. Now the prep agent pulls everything into one place, the prospect agent gives us an angle to walk in with, and CRM updates just happen. All the little death by a thousand cuts in an advisor’s day are eliminated. Please don’t take it away.” Neil Bales President & CEO ### “Mili is really helping us deliver on our core values” "Prospect research, meeting preparation, follow up, identifying planning opportunities. Each one is a capability we didn’t have before, and all of them are specific to the wealth manager’s job. There’s no daylight in the say-do gap. If we have an action item, we track it and make sure it gets done.” Jonathan Freeman Chief Operating Officer ### "I've got my evenings back" "Notes, a digital file, then re-keying it all into my CRM, three to four hours a night, sometimes till midnight. Now I look it over and it's boom, done: filed, follow-up sent, on the calendar. I'm cooking dinner and watching a show with my wife again." Erich Schwerd Investment Manager ![CIGX LLC logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685e_6ac93784b0f499508e335da2_cigx-logo-fit.png) ### "Mili frees my team to do the real work" "I have tried the general tools, Mili is different. The way it organizes and summarizes is intuitive, and it does a better job giving me exactly what I need. Add in that it never captures private client data, and it freed up real capacity across our team, I'd estimate 10 to 15 percent." Charles Dabrowski Managing Partner ![Palatine Hill Wealth Management logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685b_6ac937859654db21ebc13488_palatine-logo-fit.png) ### "An agent first, then a note taker" "You can tell Mili to fill out the paperwork at the brokerage, take the suitability info, prep the annuity forms. That's dynamic, far above just taking notes. We don't worry about re-entering data across systems anymore. That time goes back into building the business." Andrew Evans CEO ![Rossby Financial logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac9579f61c65d417316cb69_6ac9578529fa3d6d46ff4247_rossby-logo-small.png) ### "We are turning things around almost too soon now" "I finish a meeting, walk to grab water, and by the time I'm back the action items are already in our CRM and the follow-up is ready to send. My team doesn't wait on me anymore. We've stopped debriefing meetings, the work's already moved forward." Andrew Hasz Director of Advisor Technology ![Marshall Financial Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726855_6ac93784f328c4e9a19633f0_marshall-logo-fit.png) ### “I was skeptical - now Mili's my new best friend” “I told my partner it was 'just an AI thing we're never going to use.' By the third meeting, I admitted I was wrong. Mili is phenomenal - intuitive, organized, and captures everything. It's saved me 30-45 minutes per meeting. If I use it a dozen times, that's easily 6 hours saved.” Jamie Banks Partner ![Smallwood and Associates logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac95848d70201eaf5bc11f3_6ac9582f8f714f759fc15bbd_smallwood-logo-large.png) ### “We would be very disappointed if you took Mili away” “As an operations person, my job is to identify ways for us to be as efficient as possible without sacrificing client experience. Mili saves so much time and has just overall improved our client experience. I highly recommend it.” Alana Wells Chief Operations Officer ![Avion Wealth logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726864_6ac93784b0f499508e335d82_avion-logo-fit.png) ### “Mili has revolutionized how I handle meetings” “Mili has completely transformed how I engage with clients by automating follow-ups and workflows. Now, I can focus more on building deeper relationships with my clients and pursuing new opportunities.” Devin DeLapp Financial Advisor & Stakeholder ![SFMG Wealth Advisors logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726867_6ac93785f328c4e9a196341b_sfmg-logo-fit.png) ### “Once you start using Mili, you won't go back” “Being without Mili for just a couple of days was very challenging. Once you’ve experienced its benefits, there’s no returning to older methods. The improvement it brings is so significant that its absence feels like a major setback.” Raoul Celerier Co-Managing Partner ![Austin Private Wealth logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac9373c06f6b24e6a1f1d51_6ac9371268c201e2c76188e2_austin-logo-balanced.png) ### “It's the best tech I've bought for our firm, for sure” “Mili has become a full-time assistant helping me do tasks that I do not like, and is a lot cheaper. It has taken a chore and made it an excellent part of the process. That's made our team a lot more efficient.” Omar Ahmadieh Partner & Financial Advisor ![JM Brown logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726851_6ac937846afc49f0eb62e5fc_jmbrown-logo-fit.png) ## Seamless **integrations across** all your tech tools ## Mili **eliminates compliance risks** at the architectural level while keeping workflows natural ### SOC 2 Type 2 Highest grade security standard ensuring that data is safe all the time ### Streaming only, no recording Notes created through secure real-time streaming and no audio recordings or stored transcripts ### Say bye to bots Secure streaming technology that works in the background without bots joining the call ### AWS Enterprise Cloud Built on AWS, the most trusted and secure cloud infrastructure for financial services ### Bank-Grade Encryption AES-256 and TLS 1.2+ data encryption at rest and in transit ### Enterprise Network Security AWS firewall and VPN protection safeguarding all production systems ### Secure Access Control JWT session management ensuring private and authenticated API access ### PII redaction Secure client data that never trains our models ## As **seen on** ### Mili is the highest-rated solution in the 2026 T3 survey This is some text inside of a div block. Learn more ### Mili is a 2026 Wealth Management Industry Awards finalist Learn more ### The 2026 AI Notetakers & Agentic OS Buyer's Guide from Ezra Group, LLC recognized Mili as an Agentic Operating System Leader Learn more ### Mili closes a seed round to build the next gen of AI for wealth management Learn more ### Mili co-publishes the Advice Engagement report along with Asset Map and Wealth Management Learn more ### People's Choice Award at WealthManagement EDGE 2025 with 50%+ votes Learn more ### Oasis Group ranked Mili as the most accurate AI note-taker Learn more ### Mili topped Joe Moss's list of 25+ note-takers for financial advisors Learn more ### Mili joins the The Founders Arena WealthTech Accelerator Learn more ### Mili is selected for Google for Startups - AI First Accelerator Learn more ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- 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? --- --- title: "Contact Mili — Support, Demos and Security" description: "Reach Mili at support@getmili.ai, book a demo, or contact us about security and privacy. Registered at 108 West 13th Street, Wilmington, DE 19801." url: https://getmili.ai/contact --- # Contact Mili The fastest way to reach us is [support@getmili.ai](mailto:support@getmili.ai). Support, billing, security questions and press enquiries all land in the same inbox and are routed from there, so there is no wrong address to write to. If you would rather talk than type, you can [book a demo](https://meetings.hubspot.com/joe1501) and pick a time directly. That is the right route for evaluating Mili for a firm, questions about deployment across a team, or anything involving your compliance requirements. For security disclosures and details of how client data is handled, see our [security page](/security) and [privacy policy](/privacy-policy). Data-protection requests can be sent to [privacy@getmili.ai](mailto:privacy@getmili.ai). Mili is registered in the United States at 108 West 13th Street, Wilmington, DE 19801. --- --- title: "Download Mili AI App | Mac, Windows, iOS & Android" description: "Download Mili AI meeting assistant and agent suite for Mac, Windows, iOS, and Android. Put AI agents to work and unlock efficiency in your workflow." url: https://getmili.ai/download --- # Always in your corner Download the app and put your AI agents to work - [Download for Mac](https://assets.getmili.ai/electron/mac/installer/MiliSetup.pkg) - [Download for Windows](https://assets.getmili.ai/electron/windows/installer/MiliSetup.exe) - [Download for iOS](https://apps.apple.com/in/app/mili-ai-meeting-assistant/id6740261542) - [Download for Android](https://play.google.com/store/apps/details?id=ai.getmili.app) - [Enterprise / IT managed](https://getmili.ai/enterprise-it-managed) ![Digital meeting scheduler interface showing today's meetings for Monday, January 5, 2026, with four scheduled meetings and options to join or start each.](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/694ab64b5f96cd39fa01dd0b_Lexus-Frame-1171279508-4.avif) ![Smartphone screen showing a meetings app with a list of four scheduled meetings for Monday, 5 Jan 2026, including times, titles, participants, and join/start buttons.](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/694a8b852fd30464e55d8305_iPhone-Bezel-from-Lexus-2.avif) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Enterprise / IT Managed" description: "Our privacy policy" url: https://getmili.ai/enterprise-it-managed --- # Managing Mili in an Enterprise / IT Managed Environment Mili supports two deployment models for IT teams. Choose the one that fits how your organization handles app updates. **Note:** These steps apply to the macOS app only. On other platforms (Windows and mobile), download the app and distribute it directly through your MDM. No extra configuration is required. ## Option 1: Install once, let automatic updates handle the rest Use this if you don't want to approve or push every update manually. The key is installing Mili into the user's Applications folder (~/Applications) instead of the system folder (/Applications). This lets Mili update itself without admin rights for each release. **1. Remove existing installs.** Uninstall any current Mili app from the device first. **2. Download the install script.** Get the [template install script.](https://assets.getmili.ai/electron/common/scripts/install-mili-userspace.sh) It installs the latest version of Mili into the user's ~/Applications folder. **Note:** This is a template only. Review and adjust it for your MDM setup before deploying. Mili is not responsible for any issues caused by running it as is. **3. Run as the signed in user.** This is critical. If it runs as root, Mili installs into the system /Applications folder (or fails), which breaks the automatic updates. ## Option 2: Keep every update under IT control Use this if your IT team wants to review and push each Mili update through your MDM. **1. Disable auto updates.** Download the [configuration profile](https://assets.getmili.ai/electron/common/configs/Mili-Managed-Settings.mobileconfig) and deploy it to your managed devices through your MDM. This turns off automatic updates for all managed users. **Note:** Restart the Mili app for this change to take effect. **2. Register for update notifications.** Email us at support@getmili.ai from your IT contact address. We'll add you to our notification list and alert you whenever a new version is available, so you can push it through your MDM. **3. Always use the latest build.** The download [link](https://assets.getmili.ai/electron/mac/installer/MiliSetup.pkg)we provide always points to the most recent Mili release. --- --- title: "Meeting Agent - Mili" description: "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." url: https://getmili.ai/meeting-agent --- # 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. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free ## Mili turns raw conversations into ## **structured and actionable data** Input Output ![Mili logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/6842f9babcb98819662acc07_Mili-logo_Dark-2.svg) ## 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. Before Meeting During Meeting After Meeting Before Meeting Vast Template Library Templates for discovery, onboarding, reviews, or custom workflows Comprehensive Meeting Preparation Complete client overview from CRM, notes, and emails Collaborative Agenda Builder Pre-built agendas eliminate prep calls and ensure team readiness Intelligent Voice Assistant Client insights on portfolio gaps, life events, and priorities During Meeting Real-Time Notes Accurate notes without recordings, complete client focus Interactive Scratchpad Quick personal notes that integrate with meeting records Automatic Data Protection PII and sensitive data redacted for compliance Live Agenda Tracking Real-time progress to cover every important topic After Meeting Instant Follow-Up Generation Tailored client emails matching your workflow, no manual drafting Professional Action Plans Summaries with next steps, recommendations, and key decisions Two-Way Auto Sync Instant sync across CRMs, planning tools, and custodian platforms Auto-Fill Forms Streamlined onboarding and account opening with automatic form filling ## 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. Financial Advisors Financial Advisors Focus on building rapport while Mili captures every client detail and commitment Generate follow-up emails that sound like you wrote them, not a robot Never lose track of referral introductions or family milestone dates again Financial Planners Financial Planners Automatically extract risk tolerance changes and life event triggers from conversations Track evolving retirement timelines and goal modifications across multiple touchpoints Generate plan review agendas based on previously discussed concerns and priorities Chief Operating Officers Chief Operating Officers Eliminate the note-taking bottleneck that slows down your fastest-growing advisors Standardize client onboarding workflows across junior and senior team members Scale your practice capacity without adding expensive administrative headcount Chief Compliance Officers Automatically flag fiduciary standard discussions and suitability conversations Generate compliant documentation for regulatory examinations without manual review Track advisor disclosure consistency across all client interaction touchpoints Leadership Teams Leadership Teams Identify cross-selling opportunities buried in casual client conversations Benchmark advisor performance on relationship depth, not just AUM metrics Track pipeline velocity from first prospect meeting to signed engagement letter Client Service Associates Transform meeting chaos into organized task lists without deciphering advisor handwriting Send birthday cards and anniversary notes using details advisors forgot they captured Coordinate complex financial planning deliverables across multiple software platforms Investment Analysts Investment Analysts Document investment committee reasoning and dissenting opinions for future reference Track individual client portfolio preferences and restriction requests over time Maintain institutional knowledge when team members leave or clients transfer advisors ## Mili Meeting Agent **integrates** deeply and seamlessly across the wealth management stack So you don’t need to spend hours maintaining data across multiple platforms. CRMs Calendars Financial Planning Softwares Custodian Platforms ## The Mili advantage ## **Transform 30 hours of admin into revenue-generating time every month** Stop spending evenings recreating meeting notes. Mili saves advisors 15-30 minutes per meeting, letting you see more clients and grow your practice faster. “Before Mili, I spent 20-30 minutes after each meeting drafting recap emails. Now it takes 5 minutes. I'm saving 15 minutes per meeting, and with 5-10 meetings weekly, that's hours back in my week to actually serve clients.” ![Devin DeLapp](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57197774d149c9d18d_Devin.png) Devin DeLapp Financial Advisor, SFMG Wealth Advisors ## **Build a scalable documentation practice your compliance team will love** No recordings to store. All PII automatically redacted. Create consistent, high-quality notes across every advisor - from your newest hire to your top producer. “Before Mili, our meeting notes varied wildly in quality depending on the advisor. Now we have consistency across the board. It's the great equalizer - every client gets the same high standard of documentation regardless of which advisor they meet with.” John Woolley Partner, The Partners Group ## **Deliver the white-glove service your clients expect, consistently** Send professional follow-ups within 30 minutes. Capture personal details like birthdays and milestones. Build deeper relationships when you're fully present instead of scribbling notes. “The follow-up email is a game-changer for client relationships. They receive a professional summary before they even get home. I get responses immediately - clients thanking me for the meeting and expressing excitement about our next steps. It's completely transformed how we connect.” ![Raoul Celerier](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57c94a47daf7e48baa_Raoul.png) Raoul Celerier Co-Managing Partner, Austin Private Wealth ## **The only AI built for financial services compliance standards** Sleep easy knowing there are no recordings to manage. All sensitive information is automatically redacted. Meet SEC requirements while actually making compliance easier. “What sold us on Mili was that there's no recording bot joining our meetings. Our high-net-worth clients value their privacy. Plus, Mili automatically redacts all sensitive information - SSNs, account numbers, everything. It's built specifically for our compliance needs, not adapted from generic software.” ![Alana Wells](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4a06d63a04b1d82fa4_Alana.jpg) Alana Wells Chief Operations Officer, Avion Wealth ## **The AI assistant that pays for itself in the first week** Join leading RIA firms who save 8+ hours per advisor weekly. Integrate seamlessly with your existing tech stack. “Mili saves me 15 to 45 minutes per client meeting. We're talking 30 hours a week across our team - and we're paying a fraction of what that time costs. It's the best technology investment I've made for our firm.” ![Omar Ahmadieh](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4ab002689e526aecda_Omar.jpg) Omar Ahmadieh Partner and Financial Advisor, JM Brown Financial Partners ## **Finally leave the office when the meeting ends** Reclaim your evenings and weekends. No more staying late to write follow-ups or coming in early to prep notes. Be fully present with your family knowing everything's handled. “I used to dread the post-meeting homework. Now I can walk out at 5:30 after a client meeting and be done - really done. Last week, I sent a follow-up from my car and made it to my son's game on time. Mili has given me my evenings back.” Jamie Banks Partner, Smallwood CPA ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Insights that actually move the needle | Mili" description: "Practical insights, case studies, and news for wealth advisors. Learn how AI agents save time, grow revenue, and deliver exceptional client experiences." url: https://getmili.ai/newsroom --- # Insights that actually move the needle Practical insights to save time, grow revenue, and deliver exceptional client experiences. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free ## Featured Insights Conference ## Mili takes home the People's Choice Award at Wealth Management EDGE 2025 Newsroom ## Mili selected for Google for Startups Accelerator: AI First Newsroom ## Mili ranked as the most comprehensive AI assistant for advisors: Insights from Joe Moss' research Conference ## Mili at FutureProof Citywide 2025: The game-changer advisors didn’t know they needed Filter Newsroom Joe Moss, author of AdvisorTechBook, evaluated AI note-takers across 12 features that matter to wealth advisors. His independent research found one solution that checked every box. What made the difference? No bots joining meetings. No audio recordings. And a design built around how advisors actually work. Learn more September 1, 2025 Newsroom We’re thrilled to announce that Mili has been selected as one of the top 20 startups to join the Google for Startups Accelerator: AI First. Out of over 1,500 applications from cutting-edge startups across the globe, Mili is proud to be recognized for our innovative approach to wealth management, and we’re excited about the incredible mentorship and support we’ll receive during this journey. Learn more October 1, 2025 Newsroom ## Mili joins The Founders Arena WealthTech Accelerator Mili has been selected as one of six startups in The Founders Arena’s latest WealthTech Accelerator cohort. Learn what this means for our mission to build AI agents that give advisors their time - and their humanity - back. Learn more November 3, 2025 Newsroom ## Oasis Group's 2025 AI note-taker research report: Why Mili is the industry leader for Wealth Advisors The Oasis Group, with AdvisorEngine, recently published the 2025 AI Note-Taker Research Report to answer a simple question: Which AI note-taker can advisors actually rely on in real client meetings? They tested several advisor-focused tools on a common scenario, measuring how well each one captured the important facts and follow-ups from a planning conversation.In that head-to-head comparison, Mili achieved 96.15% accuracy, the top score in the study. Learn more June 2, 2025 Press Release ## Mili and Global Relay Partner to Keep AI-Generated Advisor Records Compliant Mili is now integrated with Global Relay through its Open Connector API. Every meeting record Mili creates is captured and stored in a firm's compliance archive, with a complete audit trail. Learn more Press Release ## Mili and TradePMR: AI-Powered Workflows for Advisors on Fusion Mili's integration with TradePMR's Fusion lets advisors move from a client meeting to trade orders, pre-filled forms, and CRM updates without leaving their workflow. Here's how it works. Learn more May 28, 2026 Press Release ## Tops AI Meeting Solutions in the 2026 T3 / Inside Information Software Survey Mili earned the highest user rating in the AI Notetaking category of the 2026 T3 / Inside Information Software Survey, the largest independent advisor tech survey. Here's what the numbers say. Learn more May 14, 2026 Press Release ## Mili Launches Mili Office, the Agentic AI Platform for Wealth Advisors Mili Office connects to the systems advisors already use and runs complete workflows end to end. Here's what it does and what early firms are seeing. Learn more February 23, 2026 Press Release ## First State Financial Management Selects Mili, Bringing AI to Community Bank Wealth Management First State Financial Management, the wealth arm of a $4.5B Missouri community bank, has rolled out Mili across its advisor team. Here's why it matters for community bank wealth management. Learn more June 15, 2026 Press Release ## Appleton Partners Selects Mili as Its AI Platform for Advisor Workflows Appleton Partners, a $12.5B employee-owned RIA in Boston, evaluated several AI tools before choosing Mili to run its advisor workflows. Here's what they were solving for, and what changed. Learn more May 4, 2026 Webinar ## Mili on The Growth Desk: Turning advisor meetings into intelligent workflows Chirag Gandhi joined Shannon Rosic on The Growth Desk to talk about why most advisor tech stacks aren't ready for AI, and what it looks like when they are. From fragmented data silos to perfect memory for every client interaction, here's how Mili is helping firms close the gap between insight and action. Learn more Webinar ## Mili on The Customer Wins: Building AI agents advisors can actually trust Chirag Gandhi joined Rich Walker on The Customer Wins to talk about what it takes to build AI that actually works inside a regulated industry. No bots in meetings. Notes that appear in real time. And a clear view on where human judgment always stays in the loop. Learn more April 1, 2026 No items found. No items found. Conference ## Inside the Beltway, Outside the Ordinary: What SYNERGY26 revealed about where wealth management and AI are heading together Washington DC, June 2026. Three days at the JW Marriott, steps from the White House, where the conversations about AI in wealth management ran right alongside the ones about regulation, policy, and what the next decade looks like for independent advisors. Learn more Conference ## Where Research Meets Practice: What the Changing Landscape of Wealth Management Conference III confirmed about where the industry is heading Austin, April 2026. Industry leaders, academics, and practitioners in the same room for two days. The conversations confirmed that the questions firms are asking about AI have fundamentally shifted. Learn more Conference ## The New Standard: How the RIA Technology and Practice Management Summit 2026 confirmed that AI agents are now a core part of how advisory firms run New York, February 2026. Chirag and Joe took the floor at the inaugural RIA Technology and Practice Management Summit to run a live demo for 100+ senior RIA executives — from prospect research to post-meeting sync across the full agent suite. The question that landed hardest in the room: how long does setup take? Thirty minutes. Learn more Conference ## The Shift Has Happened: How the 2026 Advyzon Conference confirmed AI agents are already running advisor workflows Phoenix, January 2026. Vennela took the stage to announce the Mili and Advyzon integration and show what it looks like when AI agents run the full advisor workflow, from the moment a prospect's name comes in to a completed post-meeting sync. Three days of conversations confirmed the same thing: advisors are ready to stop being the connector between their tools. Learn more Conference ## Built for the Relentless: How Orion Ascent 2026 showed us exactly what today's advisors are building toward San Diego, February 2026. Vennela took the Pop Up Stage at Orion Ascent to show 2,000 advisors what it looks like when AI agents extend Redtail across the full advisor workflow. Four days of conversations made one thing clear: the firms growing fastest are the ones that have stopped letting manual work slow them down. Learn more Conference ## Cutting Through the Noise: T3 2026 Signals a New AI Standard for Advisors New Orleans, March 2026. Chirag and Joe took the stage at T3's first-ever AI University to show what a connected agent strategy looks like across the full wealth management stack. The 2026 T3/Inside Information Software Survey came back with Mili at the top of its category with an 8.69 user rating, highest across 14+ solutions tracked. Learn more Conference FutureProof Citywide 2025 brought top advisors to Miami Beach's Fintech Alley. At Booth 311, Mili ran live demos of its Meeting Agent. One advisor's reaction after testing: "We spent months with other notetakers, but none answered our compliance questions. Mili - this is it." Learn more April 1, 2025 Conference ## Mili at Advyzon 2025: Transforming advisor workflows with AI Advyzon Conference 2025 brought advisors looking for tools that work with their CRM, not around it. Mili's Meeting Agent showed what seamless integration looks like real-time notes, follow-ups, and CRM updates in one flow. One advisor's take after testing: "It's accurate, it caught everything, and it just gets what we need." Learn more March 3, 2025 Conference ## Shaping the future of advice delivery: A recap of the advice engagement mastermind with Asset-Map In the summer of 2025, Mili co-hosted the Advice Engagement Mastermind with Asset-Map, a pivotal event that brought together 48 thought leaders from across the wealth management industry. These leaders, representing advisors, technology firms, custodians, educators, and data experts, gathered for a day of deep, intentional conversations about the future of financial advice. The venue, a 100-year-old arts warehouse in Philadelphia, set the stage for one of the most important dialogues in our industry today. Learn more December 3, 2025 Conference We're thrilled to share some incredible news from the wealth management world's premier event - Mili won the People's Choice Award at the WealthStack demos during Wealth Management EDGE 2025! Learn more June 23, 2025 Conference ## The eMoney Summit moment that changed everything for advisors Mili was the headline sponsor at eMoney Advisor's 12th Virtual Summit. (October 20-22, 2025) This blog reveals the enterprise success story of Robertson Stephens ($8B+ AUM), and why AI agents -not AI tools - represent wealth management's future. Learn more November 3, 2025 Conference ## The Inflection Point: How RIA Edge Summit 2025 confirmed AI agents are taking over wealth management RIA Edge Summit 2025 had 250+ wealth management leaders in Marina del Rey. The headline stat: 60% of advisors are using or planning to use AI within 12 months. The bigger story? A three-stage evolution - Note Takers to Agents to Digital Workers - that's moving faster than anyone expected. Learn more October 20, 2025 Conference ## The conversations that matter: How FutureProof Festival 2025 confirmed what we already knew Huntington Beach, perfect weather, and 5,000 wealth management professionals all discussing the same thing: operational bottlenecks killing their growth. The best conversations? They happened over terrible putts at the Mili booth, where advisors told us they're done waiting for the future. They need solutions now. Learn more September 22, 2025 No items found. No items found. ## No keyword matchs your search. Try adjusting your search. - [View all resources](https://getmili.ai/resources) View all resources ## Join thousands of advice professionals getting weekly insights ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Security - Mili" description: "Mili's architecture eliminates compliance risks before they exist - so you can use AI with complete confidence." url: https://getmili.ai/security --- # Your clients trust you. You can trust Mili. Mili's architecture eliminates compliance risks before they exist - so you can use AI with complete confidence. - [Explore Trust Vault](https://trust.getmili.ai/) Explore Trust Vault - [Start for free](https://app.getmili.ai/login?signup=true) Start for free The Mili Difference ## We **build trust** into every interaction Most AI solutions add complexity to compliance. We create clarity and confidence. ### Streaming Architecture Audio flows through our system like water through a pipe - processed in real-time with complete transparency. This streamlined approach gives you and your compliance team total confidence. Every conversation stays between you and your client. ### PII Protection First Our dual-filter system automatically handles sensitive data with care, processing only what's needed for great notes. This thoughtful approach means you can speak freely with clients, knowing their privacy is preserved. Your compliance team gains peace of mind. ### True Data Privacy Your client conversations power your unique workflow while staying completely yours. Full control, complete isolation between firms, seamless export anytime. This ownership model ensures your client relationships remain your greatest asset. ## Technical Safeguards and Compliance Controls ### Multi-Factor Authentication Required All users must authenticate with MFA. No exceptions. Access to production systems requires additional authentication layers. ### 7-Year Audit Log Retention All system access and user activity logged and retained for seven years. Logs are immutable and available for compliance review. ### Annual Third-Party Penetration Testing External security firm conducts penetration tests annually. Findings remediated based on severity. Reports available in Trust Vault. ### 15-Minute Recovery Time Objective Business continuity plan tested quarterly. RTO of 15 minutes for system recovery. Multi-region AWS deployment ensures availability. ### US-Based Data Storage All client data stored exclusively on SOC 2 compliant AWS infrastructure in North Virginia. Encrypted at rest with AES-256. ### Controlled Global Access All employees access systems through encrypted VPN with MFA, regardless of location. Every access logged and monitored. Background-verified personnel only. ### Critical Vulnerability Response 24-hour remediation SLA for critical vulnerabilities (CVSS 9.0-10.0). Automated scanning identifies issues. Patch deployment tracked and verified. ### Continuous Compliance Monitoring Annual SOC 2 audits. ISO 27001 certification maintained. All third-party processors verified annually. Updated reports in Trust Vault. ## Trusted by hundreds of advice firms including multi-billion dollar **RIAs and leading broker-dealers** ![Prime Capital Financial ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b055f5cbb16707baba0eb_Group-2147239087.webp) ![MACO Wealth Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a0b05405bf915702cf4e655_Group-2147239086.webp) ![Neo Wealth & Asset Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5c2c1d41c930fa6454f_Frame-1171279014.webp) ![Human Capital ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac595a4f30776b95ceffa_Frame-1171279013.webp) ![Longevity Capital Management ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac57676974e7441c55596_Frame-1171279012.webp) ![Elevate Private Wealth Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac5344a98cdb68488c5e4_Frame-1171279011.webp) ![International Assets Advisory ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac4b3ea1094daabd3963f_Frame-1171279010.webp) ![Winn Partners Financial Group ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/69bac45f356ac763e52206d5_Frame-38.webp) ![Presidio Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690bbf60c56ef788beed51b5_Presidio-Capital-Logo-for-website.webp) ![Forward Thinking WM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2e00ed0f612a2d8900f6_FTWM-V1-Final-logo.webp) ![FSFM](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2cfccb61ee7e28ab2024_FSFM-Final-website-logo.webp) ![Roberston Stephens](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/690a2ac2de93d1f5023d9890_RS-Logo-Final-version-website.webp) ![Echelon Financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68b6fc7785647fd4040bc4cb_Echelon-Final.webp) ![ECIGX](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31439a98d5e6f4df1df55_CIGX-Logo-Final.webp) ![Marshall financial](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a3141feae8c829ad9d2be2_Marshall-Financial-Logo-Final.webp) ![Clarity Capital Management](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68a31403eae8c829ad9d20dc_Clarity-Capital-Logo-Final.webp) ![Palatine WM ](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687f5dba999e8d068b9db700_Palatine-WM-Logo.webp) ![Procore Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/687fb63d70626091ad732136_Procore-Final-v2.webp) ![Pebble Valley](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/686282d41753b776b50a4583_Pebble-Valley-Logo.webp) ![Alikos Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/68531fb6058e76bea116b90f_Alikos-Wealth-Mgmt.webp) ![Global View Investors](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99059ff2bae5bbb2601_Global-View.webp) ![Plunk Smith](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/684ae99ac99c4a830fb25640_Plunk-Smith.webp) ![Quent Capital](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8062c3970e2c55cd524_Quent-Capital.avif) ![Avion Wealth](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c826d6f7d0eaa8d4ab8f_Avion-Wealth.avif) ![Partners](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c7d397fe2a01c134dae6_Partners-group.avif) ![SFMG](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c83fd11c5b33585106c2_SFMG.avif) ![JM Brown](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8800504c168d72f5a2c_JM-Brown.avif) ![Austin](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6847c8894a63c9f8ce90c087_Austin.avif) ## RIAs and Broker Dealers love **Mili** for its accuracy, security and discreet support ### “We put its accuracy to the ultimate test” “I have identical triplet clients who take every meeting together. Same voice, one Zoom call. That was our final test, and it attributed everything correctly. It transcribed that better than I could. It even caught a one-sentence comment I’d missed in the moment. It wasn’t even in my own head, but it was in the notes.” Andrew Marshall Senior Financial Advisor & Director of Advisor Technology ![Marshall Financial Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726855_6ac93784f328c4e9a19633f0_marshall-logo-fit.png) ### “It cleared our compliance team where other tools couldn’t” “We’d used ChatGPT, Grok, and Zoom AI. Mili compared very favorably, and the deciding difference was how carefully it handles client data. Not capturing anything personally identifying was exactly what our compliance team needed to see.” Charles Dabrowski Managing Partner ![Palatine Hill Wealth Management logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa472685b_6ac937859654db21ebc13488_palatine-logo-fit.png) ### “We set the parameters for compliance and data retention” “Compliance, data retention, and PII are all critical to protecting our client data. Mili lets us set the parameters for retention and archiving ourselves. It was very thoughtful the way Mili designed the system. It protects clients and still lets our wealth managers do their jobs effectively.” Jonathan Freeman Chief Operating Officer ### “Our IT team was on board. You made it easy.” “The biggest pain point in finding tools is making sure they're compliant, they're safe, and your client's information is protected. There's a lot of vetting that goes into that, and your team had the answers for us. Because nothing is recorded, we don't need a client sign-off. A lot of clients are actually intrigued by it.” Neil Bales President & CEO ### “High-net-worth clients appreciate the privacy” “We work exclusively with high-net-worth individuals with very complex wealth management situations. Having something that captures everything without being that 'faceless recording assistant' sitting in meetings makes clients more comfortable. Mili is phenomenal - intuitive, organized, and our team on the back end loves how they can understand everything discussed.” Jamie Banks Partner ![Smallwood and Associates logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac95848d70201eaf5bc11f3_6ac9582f8f714f759fc15bbd_smallwood-logo-large.png) ### “Comprehensive notes without another recording to manage.” “Once you've started using Mili, there's no going back. Mili captures the important details without creating another recording to manage. The quality and consistency of documentation across all advisors - that's what we needed for our practice.” Raoul Celerier Co-Managing Partner ### “Our compliance team finally said yes!” “I wasn't using any note-taking software before Mili because of compliance hurdles within the industry. I'm really grateful that our compliance team has given Mili their stamp of approval. It allows me to meaningfully engage with my clients while capturing important information.” Devin DeLapp Financial Advisor & Stakeholder ![SFMG Wealth Advisors logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ac937a290d5b47fa4726867_6ac93785f328c4e9a196341b_sfmg-logo-fit.png) ### “Automatic redaction was a game-changer for us” “Mili automatically redacts sensitive information, which was something we didn't get before. We can immediately upload directly into our CRM, and the action items go in automatically. We're growing rapidly as a firm, and this level of automation without sacrificing client experience is exactly what we needed.” Alana Wells Chief Operations Officer ### “No recordings means easier compliance and peace of mind.” “We're not keeping recordings or storing transcriptions, which makes compliance much simpler and puts clients' minds at ease. When we talk to them about how we're using Mili and what it's doing for us, they're completely comfortable with that. It puts both our compliance team and our clients' minds at ease.” John Woolley Managing Director and Chief Investment Officer ![The Partners Group logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6accc223882cda5384d26c35_6accc2101674e15d89381a9d_partners-group-logo-fit.png) ## Ready to experience secure AI? Discover how the right approach to security can unlock new possibilities for your practice. Join thousands of advisors building thriving firms with complete confidence. Connect with our team: [support@getmili.ai](mailto:support@getmili.ai) Start for free Explore Trust Vault --- --- title: "Integrations | Mili" description: "Mili integrates with Salesforce, Redtail, Wealthbox, HubSpot, Outlook, Gmail & more. Zero double entry, real-time sync, two-way data flow for advisors." url: https://getmili.ai/integrations --- # Finally, everything talks Information flows freely. Workflows run smoothly. You build deeper relationships, not deeper tech stacks. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free Phone systems Log call notes to your CRM, track client interactions, and create tasks from phone commitments. 8x8 Learn more Learn More CRM Sync meeting notes and action items directly to Advyzon from your meetings. Advyzon Learn more Learn More Portfolio Management Pull client financial data into Mili for meeting prep, reviews, queries and more. Black Diamond Learn more Learn More Document Management Search, browse, and reference your Box files from anywhere in Mili. Box Learn more Learn More Video Conferencing Take notes during WebEx meetings and sync insights across all connected platforms. Cisco WebEx Learn more Learn More Phone systems Convert phone calls into structured notes, sync to client records, and track conversations. Dialpad Learn more Learn More Document Management Search, browse, and reference your Dropbox files in Mili. Dropbox Learn more Learn More CRM Push meeting notes, action items, and client data to Dynamics 365. Dynamics 365 Learn more Learn More Document Management Reference your firm's Egnyte files in Mili for meeting prep, reviews, queries and more. Egnyte Learn more Learn More Planning Update client profiles, life events, and fill out any eMoney form automatically from your meetings. eMoney Learn more Learn More Phone systems Capture notes for phone calls, log to CRM, and trigger follow-up workflows automatically. Five9 Learn more Learn More Archiving Archive meeting notes, summaries, and follow-ups directly in Global Relay. Global Relay Learn more Learn More Email Read emails for meeting context, send AI-drafted follow-ups, and track client communications. Gmail Learn more Learn More Calendar Pull meeting details for prep, coordinate scheduling across teams, and attach notes to calendar events automatically. Google Calendar Learn more Learn More Document Management ![Google Drive logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6acf8290ee9559c1a34266ca_6acf825a730752c6828d5628_google-drive-logo.png) Search, read, and organize your Google Drive files from Mili, with your approval on every change. Google Drive Learn more Learn More Video Conferencing Connect to Google Meet sessions for note-taking, track attendees, and push summaries to your tech stack. Google Meet Learn more Learn More Video Conferencing Capture notes from GoToMeeting sessions, create tasks from commitments, and update client records. GoTo Meeting Learn more Learn More Planning Pull client tax data into Mili for meeting prep, reviews, queries and more. Holistiplan Learn more Learn More CRM Push meeting notes and action items to HubSpot contacts, companies, and deals. Hubspot Learn more Learn More Calendar Sync calendar events for meeting prep, find scheduling slots, and book follow-up appointments seamlessly. Microsoft Exchange Calendar Learn more Learn More Video Conferencing Take notes during MS Teams meetings discreetly and sync action items automatically. Microsoft Teams Learn more Learn More Project Management Query boards, manage leads and tasks, pull board context and push updates to Monday.com Monday.com Learn more Learn More Document Management Pull Notion pages and databases into Mili for meeting prep, reviews, queries and more. Notion Learn more Learn More Document Management Pull client documents from OneDrive into Mili for meeting prep, reviews, queries and more. OneDrive Learn more Learn More Document Management Reference your OneNote notebooks in Mili for meeting prep, reviews, queries and more. OneNote Learn more Learn More Portfolio Management ![Orion logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ad08ad78f374189c18cec00_6ad08ab9a57a49e21f599f59_orion-logo-v2.webp) Pull Orion household portfolio data into Mili for meeting prep, reviews, queries and more. Orion Learn more Learn More Calendar Sync client meetings to Mili, check availability for scheduling, and load client info for each meeting. Outlook Calendar Learn more Learn More CRM ![Practifi logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ad08ad78f374189c18cebfc_6ad08ab9a57a49e21f599f7c_practifi-v2.webp) Access client info for meeting prep. Sync notes, tasks, and client data to Practifi. Practifi Learn more Learn More CRM Access client info for meeting prep. Sync notes, events, and compliance tracking to Redtail contacts and activities. Redtail Learn more Learn More Phone systems Video Conferencing Capture real-time notes & action items on phone calls and sync notes to client profiles automatically. RingCentral Learn more Learn More CRM Access client details for meeting prep. Sync notes and workflows to Elements. Salentica Elements Learn more Learn More CRM Push meeting notes and tasks to Salentica Engage contacts and households. Salentica Engage Learn more Learn More CRM Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce. Salesforce Learn more Learn More CRM Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce FSC. Salesforce Financial Services Cloud Learn more Learn More Document Management Pull client documents from ShareFile into Mili for meeting prep, reviews, queries and more. ShareFile Learn more Learn More Document Management Reference files from your firm's SharePoint sites in Mili for meeting prep, reviews and more. SharePoint Learn more Learn More Custodian Access client accounts for meeting preparation, open accounts, create trades, and more in TradePMR straight from your Mili meetings. TradePMR Learn more Learn More Phone systems Capture notes from phone conversations to client profiles and automate follow-up workflows. Vonage Learn more Learn More CRM Access client info for meeting prep. Sync notes, tasks, and workflows to Wealthbox. Wealthbox Learn more Learn More CRM Access client details for meeting prep. Sync notes, tasks, and workflows to XLR8. XLR8 Learn more Learn More CRM Access client details for meeting prep. Sync notes and activities to Zinnia SmartOffice. Zinnia SmartOffice Learn More Video Conferencing Capture meeting notes from Zoom calls without bots joining, sync action items, and automate follow-ups. Zoom Learn more Learn More ## No integrations match your search. Try adjusting your search. - [View all integrations](https://getmili.ai/integrations) View all integrations ## Why advisors love Mili integrations **Zero Double Entry** Update once, sync everywhere. Your entire tech stack stays current without manual data entry. **Real-Time Sync** Meeting ends, systems update. No lag, no batching - just instant information across all platforms. **Two-Way Data Flow** Pull client history before meetings, push updates after. True bi-directional sync keeps everything current. **Compliance-Ready** Every sync is logged and auditable. Track data movement across systems for perfect compliance records. ## Have questions about specific integrations? Don't see the integration you need? Let us know! We're constantly expanding our integration library based on advisor feedback. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili - [Contact Us](mailto:support@getmili.ai) Contact Us --- --- title: "Mili and 8x8 Integration | Mili" description: "Log call notes to your CRM, track client interactions, and create tasks from phone commitments." url: https://getmili.ai/integrations/8x8 --- # Get started with Mili +8x8 - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Make or receive your 8x8 call as you normally would Open Mili, pick a template, and hit Start Go back to your call. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the call is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili connect to my 8x8 account? No. Mili never connects to 8x8. No plugin, no API, no permissions to grant. Mili runs on your device and listens through the microphone and speaker the same ones already carrying your conversation. Think of it like having a brilliant assistant sitting at your desk during a speakerphone call, taking notes from what they hear. 02 Does Mili record my phone calls? No. Mili doesn't record through 8x8 or at all. It listens through your device and converts audio to structured notes in real time. The audio is processed instantly. No recording is ever created, stored, or saved. 03 Do I need to stay on the Mili screen during the call? Not at all. Once you hit Start, go right back to your call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen that's your confirmation that note-taking is active. You don't need to look at it, switch tabs, or check on Mili at any point during the call. 04 Can I pause the note-taking during a call? Yes. You can pause and resume anytime. Either click the pause button on the persistent overlay (the small floating widget on your screen) or open the Mili app to pause from there. This is useful when you need a private moment or want to step off-topic. When you're ready, hit resume, and Mili picks up right where you left off. 05 How does Mili hear my phone call if it's not connected to 8x8? Mili captures your voice through your device's microphone and your client's voice through your device's speaker. It's designed to pick up both sides clearly, the same way you hear them during the call. Think of it this way: if an assistant was sitting next to you while you were on speakerphone, they wouldn't need to be plugged into your phone to take notes. They'd just listen. That's exactly how Mili works. 06 What if I use a headset or earbuds with 8x8? Mili works with headsets, earbuds, speakerphone, and any other audio setup. As long as your device is processing the call audio, Mili can hear it and take notes. No changes needed on your end. 07 What if I switch from 8x8 to another phone system later? Nothing changes on Mili's end. Because Mili listens through your device, not through 8x8's system, it works the same way whether you're on 8x8, RingCentral, Five9, Dialpad, Vonage, or Google Voice. If you switch platforms tomorrow, Mili still works exactly the same. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili with8x8? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Advyzon Integration | Mili" description: "Sync meeting notes and action items directly to Advyzon from your meetings." url: https://getmili.ai/integrations/advyzon --- # Get started with Mili +Advyzon - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works In Advyzon app → Settings → Partner Integrations → Mili → Enable API & SSO Link meeting to contacts. Mili pulls past context to build meeting agendas. Choose record type to sync notes and action items to - Household or Contact Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Advyzon? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details to Advyzon's system. With Flexi update, Mili also detects contact field changes from your notes and suggests updates to details like financial information and life events - all before anything reaches your CRM. 02 Where in Advyzon can Mili sync data? You can push to Households, Contacts, Notes, and Tasks. You can also push to standard and custom objects and fields inside Advyzon. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update Advyzon? Every sync requires your explicit approval. You review all notes, tasks, and field updates before they enter Advyzon. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Advyzon data? At Mili, we believe in intentional data access. The integration runs an automatic daily sync for households and contacts to keep your records current. Meeting data only syncs on-demand, after your review. Mili does not access or store client data beyond these scheduled and user-triggered actions. 05 What determines Mili's access in Advyzon? The integration matches your exact Advyzon user permissions. If you can see it in Advyzon, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Advyzon integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom field mappings, and naming conventions for tasks. All sync preferences are user-regulated and can be customized per firm requirements. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Advyzon workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withAdvyzon? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Black Diamond Integration | Mili" description: "Pull client financial data into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/black-diamond --- # Get started with Mili +Black Diamond - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Black Diamond" →Authorize. Select a household or relationship. Mili fetches a full client snapshot. Mili preps you for meetings with the right financial data and charts. Ask client-specific questions, answered with live Black Diamond data. Run general queries across your Black Diamond data in Mili Office. You can customize skills in Mili Office or configure custom objects ## Webinar ## Frequently Asked Questions 01 What Black Diamond data can Mili access? Mili fetches a comprehensive client snapshot, relationships, contacts, accounts, portfolios, holdings, asset allocation, fixed income positions, cost basis and tax lots, transactions, timeline posts, and more. This gives Mili rich financial context for meeting prep, client reviews, and queries. 02 How does this help with meeting prep? Before a meeting, Mili pulls the household's financial picture from Black Diamond and lays out the key data and charts. You walk in ready, without digging through screens to reconstruct where things stand. 03 Can I ask Mili questions about a specific client? Yes. With Ask About Client, you can ask client-specific questions and Mili answers using that household's Black Diamond data, accounts, holdings, allocation, transactions, and more. 04 Can I run broader queries across my Black Diamond data? Yes. You can run general queries in Mili Office and get answers grounded in your Black Diamond data, so you find what you need fast without switching tools. 05 Does Mili continuously access our Black Diamond data? At Mili, we believe in intentional data access. Mili fetches a client snapshot when you select a household or relationship, so data comes in on demand rather than constantly syncing in the background. 06 What determines Mili's access in Black Diamond? The integration respects your existing Black Diamond permissions. If you can see it in Black Diamond, you can access it through Mili. Your security model stays intact. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withBlack Diamond? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Box Integration | Mili" description: "Search, browse, and reference your Box files from anywhere in Mili." url: https://getmili.ai/integrations/box --- # Get started with Mili +Box - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Box" → Authorize Sign in with your Box credentials & approve access for Mili Type @ in any chat to browse Box folders or search for a file Query across your Box files in one request Ask Mili for meeting prep or snapshots based on your Box docs ## Webinar ## Frequently Asked Questions 01 What can Mili do with my Box files? Pull a client's statement into meeting prep. Ask for a financial snapshot from a PDF sitting in Box. Run planning skills using a client's Box folder. Just type @ in any chat and pick the file, no downloading, no switching tabs. 02 Will Mili see all of my Box files? Mili can access whatever your Box account can access, nothing more. If a folder isn't shared with you in Box, Mili can't see it either. 03 Can I use Box together with my other document tools? Yes. Box works along Mili's other supported document stores. When you type @, you'll see all of them in one place. 04 Does Mili continuously read my Box account? No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your Box account. 05 Are my files copied into Mili? No. Your files stay in Box. Mili reads a file for your request and that's it, nothing gets saved on Mili's side. 06 Can I use Box together with my CRM and other document tools? Yes. Connect Dropbox, ShareFile, and Mili's other supported document stores alongside Box. You can even mix them in a single request, like pairing a Salesforce contact with a Box file for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 How do I disconnect Box? Go to Integrations → Box and click Disconnect. If you change your mind, reconnecting takes one click. Questions? Email [support@getmili.ai](mailto:support@getmili.ai). ## Ready to connect Mili withBox? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Dialpad Integration | Mili" description: "Convert phone calls into structured notes, sync to client records, and track conversations." url: https://getmili.ai/integrations/dialpad --- # Get started with Mili +Dialpad - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Make or receive your Dialpad call as you normally would Open Mili, pick a template, and hit Start Go back to your call. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the call is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili connect to my Dialpad account? No. Mili never connects to Dialpad. No plugin, no API, no permissions to grant. Mili runs on your device and listens through the microphone and speaker, the same ones already carrying your conversation. Think of it like having a brilliant assistant sitting at your desk during a speakerphone call, taking notes from what they hear. 02 Does Mili record my phone calls? No. Mili doesn't record through Dialpad, or at all. It listens through your device and converts audio to structured notes in real time. The audio is processed instantly. No recording is ever created, stored, or saved. 03 Do I need to stay on the Mili screen during the call? Not at all. Once you hit Start, go right back to your call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to look at it, switch tabs, or check on Mili at any point during the call. 04 Can I pause the note-taking during a call? Yes. You can pause and resume anytime. Either click the pause button on the persistent overlay (the small floating widget on your screen) or open the Mili app to pause from there. This is useful when you need a private moment or want to step off-topic. When you're ready, hit resume, and Mili picks up right where you left off. 05 How does Mili hear my phone call if it's not connected to Dialpad? Mili captures your voice through your device's microphone and your client's voice through your device's speaker. It's designed to pick up both sides clearly, the same way you hear them during the call. Think of it this way: if an assistant was sitting next to you while you were on speakerphone, they wouldn't need to be plugged into your phone to take notes. They'd just listen. That's exactly how Mili works. 06 What if I use a headset or earbuds with Dialpad? Mili works with headsets, earbuds, speakerphone, and any other audio setup. As long as your device is processing the call audio, Mili can hear it and take notes. No changes needed on your end. 07 What if I switch from Dialpad to another phone system later? Nothing changes on Mili's end. Because Mili listens through your device, not through Dialpad's system, it works the same way whether you're on Dialpad, RingCentral, Five9, Vonage, 8x8, or Google Voice. If you switch platforms tomorrow, Mili still works exactly the same. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withDialpad? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Dropbox Integration | Mili" description: "Search, browse, and reference your Dropbox files in Mili." url: https://getmili.ai/integrations/dropbox --- # Get started with Mili +Dropbox - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Dropbox" → Authorize Sign in with your Dropbox credentials & approve access for Mili. Type @ to browse Dropbox, search files, or mention a whole folder. Query across your Dropbox files in one request. Ask Mili for meeting prep or snapshots based on your Dropbox docs. ## Webinar ## Frequently Asked Questions 01 What can Mili do with my Dropbox files? Pull a client's statement into meeting prep. Ask for a financial snapshot from a PDF sitting in Dropbox. Run planning skills using a client's folder. Just type @ in any chat and pick the file, no downloading, no switching tabs. 02 Can Mili see all of my Dropbox files? Mili can access whatever your Dropbox account can access, nothing more. If a folder isn't shared with you in Dropbox, Mili can't see it either. 03 Does Mili continuously read my Dropbox account? No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your Dropbox account. 04 Are my files copied into Mili? No. Your files stay in Dropbox. Mili reads a file for your request and that's it, nothing gets saved on Mili's side. 05 Can I point Mili at a whole folder? Yes. Mention a folder and Mili reads the files inside it. For really big folders, pick a subfolder or a specific file so Mili looks at exactly what you need. 06 Can I use Dropbox together with my CRM and other document tools? Yes. Connect Box, ShareFile, Mili's other supported document stores, alongside Dropbox. You can even mix them in a single request, like pairing a Salesforce contact with a Dropbox file for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 ## Ready to connect Mili withDropbox? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Dynamics 365 Integration | Mili" description: "Push meeting notes, action items, and client data to Dynamics 365." url: https://getmili.ai/integrations/dynamics --- # Get started with Mili +Dynamics 365 - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Dynamics 365" → Authorize Choose record type to sync data to - Contacts, Companies, or Households Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Dynamics 365? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. You choose which Dynamics 365 object to attach each note or task to. 02 Where in Dynamics 365 can Mili sync data? You can push to Contacts, Companies, Households, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task. 03 Will Mili automatically update Dynamics 365? Every sync requires your explicit approval. You review all notes and tasks before they enter Dynamics 365. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Dynamics 365 data? At Mili, we believe in intentional data access. The integration only pulls Dynamics 365 data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Dynamics 365? The integration matches your exact Dynamics 365 user permissions. Mili connects directly via the Dynamics 365 API, so your existing security model stays intact. 06 Can we customize the Dynamics 365 integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Dynamics 365 workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withDynamics 365? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Egnyte Integration | Mili" description: "Reference your firm's Egnyte files in Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/egnyte --- # Get started with Mili +Egnyte - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Egnyte" Enter your Egnyte web address name the part before .egnyte.com in your ID Sign in with your Egnyte login & approve access for Mili. Type @ to browse Egnyte, search files, or mention a whole folder. Query across your Egnyte files in one request. Ask Mili for meeting prep or snapshots based on your Egnyte docs. ## Webinar ## Frequently Asked Questions 01 What can Mili do with my Egnyte files? Run meeting prep that pairs a Salesforce contact with the same client's Egnyte folder. Ask for a financial snapshot straight from a statement PDF in Egnyte. Run planning skills on a client's documents. Just type @ and pick the file, no downloading, no switching tabs. 02 Why do I need to enter my Egnyte web address name? Every firm has its own Egnyte address, like acme.egnyte.com. Entering that first part tells Mili which account to connect to. You only do this once, when you connect. 03 Can Mili see files I don't have access to in Egnyte? No. Mili reads Egnyte with your own permissions, so it can only open the files and folders you can already access yourself. 04 How do I search my Egnyte files? Type @ in any chat and open the Egnyte tab to browse folders, or start typing to search by file name. You can also mention a whole folder and Mili reads across the files inside it. And you can simply ask Mili to find documents by topic, it'll search inside your Egnyte files. 05 Are my files copied into Mili? No. Your files stay in Egnyte. Mili reads a file only when you ask for it in a request, nothing gets saved on Mili's side, and there's no background scanning. 06 Can I use Egnyte together with my CRM and other document tools? Yes. Connect Box, ShareFile and Mili's other supported document stores, alongside Egnyte, You can even mix them in a single request, like pairing a Salesforce contact with a Egnyte file for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 ## Ready to connect Mili withEgnyte? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Salentica Elements Integration | Mili" description: "Access client details for meeting prep. Sync notes and workflows to Elements." url: https://getmili.ai/integrations/elements --- # Get started with Mili +Salentica Elements - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect" → Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Salentica Elements? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. 02 Where in Salentica Elements can Mili sync data? You can push to Accounts, Contacts, Notes, and Tasks. Notes can also attach to Events, Opportunities, and custom objects. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update Salentica Elements? Every sync requires your explicit approval. You review all notes and tasks before they enter Salentica Elements. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Salentica Elements data? At Mili, we believe in intentional data access. The integration only pulls Salentica Elements data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Salentica Elements? The integration matches your exact Salentica Elements user permissions. If you can see it in Salentica Elements, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Salentica Elements integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Salentica Elements workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withSalentica Elements? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and eMoney Integration | Mili" description: "Update client profiles, life events, and fill out any eMoney form automatically from your meetings." url: https://getmili.ai/integrations/emoney --- # Get started with Mili +eMoney - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect eMoney" → Authorize. After a meeting, open your notes and click Sync → eMoney → Update Facts. Pick the client, then choose the plan to update. Review Mili's suggested updates like incomes, amounts, owners & more. Edit fields, check the ones you want, then "Sync to eMoney." Open Mili Office for open tasks, past context, etc. On demand. Customize skills in Mili Office or set custom objects ## Webinar ## Frequently Asked Questions 01 What does the eMoney integration do? It pushes the facts from your meeting notes straight into a client's eMoney plan. Things like new income streams, updated amounts, and ownership changes go in with a click, so you skip the manual data entry. 02 Does Mili update my plan automatically? No. Mili only suggests updates. You review every field, edit what you want, and pick exactly which ones to sync. Nothing changes in eMoney until you click "Sync to eMoney." 03 Which facts can I update? Incomes, amounts, owners, income types, and more. Mili reads your notes and maps the new details to the right fields in the plan you choose. 04 Can I edit a suggested value before syncing? Yes. Every field is editable. Change an amount, switch the owner between spouses or joint, or adjust the income type before you sync. 05 Can I query my eMoney data or prep for meetings from Mili? Yes. Querying, meeting prep, and prospect research all work the same way as your other integrations, pulling client context on demand. 06 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of Al hallucinations. 07 08 ## Ready to connect Mili witheMoney? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Five9 Integration | Mili" description: "Capture notes for phone calls, log to CRM, and trigger follow-up workflows automatically." url: https://getmili.ai/integrations/five9 --- # Get started with Mili +Five9 - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Make or receive your Five9 call as you normally would Open Mili, pick a template, and hit Start Go back to your call. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the call is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili connect to my Five9 account? No. Mili never connects to Five9. No plugin, no API, no permissions to grant. Mili runs on your device and listens through the microphone and speaker the same ones already carrying your conversation. Think of it like having a brilliant assistant sitting at your desk during a speakerphone call, taking notes from what they hear. 02 Does Mili record my phone calls? No. Mili doesn't record through Five9 or at all. It listens through your device and converts audio to structured notes in real time. The audio is processed instantly. No recording is ever created, stored, or saved. 03 Do I need to stay on the Mili screen during the call? Not at all. Once you hit Start, go right back to your call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen that's your confirmation that note-taking is active. You don't need to look at it, switch tabs, or check on Mili at any point during the call. 04 Can I pause the note-taking during a call? Yes. You can pause and resume anytime. Either click the pause button on the persistent overlay (the small floating widget on your screen) or open the Mili app to pause from there. This is useful when you need a private moment or want to step off-topic. When you're ready, hit resume, and Mili picks up right where you left off. 05 How does Mili hear my phone call if it's not connected to Five9? Mili captures your voice through your device's microphone and your client's voice through your device's speaker. It's designed to pick up both sides clearly the same way you hear them during the call. Think of it this way: if an assistant was sitting next to you while you were on speakerphone, they wouldn't need to be plugged into your phone to take notes. They'd just listen. That's exactly how Mili works. 06 What if I use a headset or earbuds with Five9? Mili works with headsets, earbuds, speakerphone, and any other audio setup. As long as your device is processing the call audio, Mili can hear it and take notes. 07 What if I switch from Five9 to another phone system later? Nothing changes on Mili's end. Because Mili listens through your device not through Five9's system it works the same way whether you're on Five9, RingCentral, Dialpad, Vonage, 8x8, or Google Voice. If you switch platforms tomorrow, Mili still works exactly the same. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withFive9? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Global Relay Integration | Mili" description: "Archive meeting notes, summaries, and follow-ups directly in Global Relay." url: https://getmili.ai/integrations/global-relay --- # Get started with Mili +Global Relay - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Connect your Mili rep with your Global Relay rep. They handle setup Pick what gets archived - notes, summaries, emails, and transcripts Run meetings the way you always have Every record Mili creates lands in your Global Relay archive Search AI records alongside email, messaging, and voice. Review and supervise with a full audit trail on every record ## Webinar ## Frequently Asked Questions 01 What Mili data flows into Global Relay? Meeting notes and summaries, the follow-up emails Mili drafts, and meeting transcripts. Each record carries metadata for client, advisor, date, and source. Your compliance team sees the full picture of what Mili produced and when. 02 Where do the records actually live? In your firm's own Global Relay archive, the same one holding your email, messaging, and voice. Mili doesn't create a separate store for your team to manage or check. One archive, one place to look. 03 Which recordkeeping rules does this help with? SEC Rule 17a-4 and FINRA Rule 4511 treat an AI-generated meeting note the same way they treat an email. FINRA's Regulatory Notice 24-09 confirmed its rules are technology-neutral and apply to generative AI. This integration puts those records inside the archive your firm already uses to meet those obligations. 04 Is there an audit trail? Yes. Every record moves through Global Relay's Open Connector API with a complete audit trail, so you can show what was created, when, and by whom. 05 What happens as we use Mili beyond meetings? The records follow. As your firm runs onboarding, planning, data updates, and prospecting through Mili, those outputs flow into the same archive the same way. Compliance keeps pace with adoption instead of catching up later. 06 How do we get started? You need an active Mili account and an active Global Relay account. Introduce your two reps and the teams take it from there. Email [support@getmili.ai](mailto:support@getmili.ai) and we'll set up the first call. 07 08 ## Ready to connect Mili withGlobal Relay? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Gmail Integration | Mili" description: "Read emails for meeting context, send AI-drafted follow-ups, and track client communications." url: https://getmili.ai/integrations/gmail --- # Get started with Mili +Gmail - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Mili → Integrations → Click "Connect Gmail" → Authorize Mili scans your email history and links conversations to the right clients Before meetings, Mili pulls relevant email threads into your meeting prep Mili drafts follow-ups from meetings and past email threads Ask Mili about a client- it pulls from emails, CRM, notes and other tools ## Webinar ## Frequently Asked Questions 01 What email data does Mili actually access? Mili reads email threads between you and your clients, subject lines, message content, timestamps, and contact details. It uses this to build better meeting prep, smarter follow-ups, and catch things you might miss. Mili does not access emails unrelated to your client records. And all personally identifiable information like SSNs and account numbers is automatically stripped out and never stored. 02 Does Mili store my emails? No. Mili processes your email content to pull insights, match conversations to clients, and generate drafts, but it doesn't keep copies of your emails. Think of it like an assistant who reads a letter, takes a note on what matters, and hands the letter back. The letter itself isn't kept. PII data is never stored. 03 Can Mili send emails on my behalf? Mili drafts emails for you. It never sends anything without you reviewing and clicking send. You're always in control of what goes out. Every draft can be edited before sending. 04 How is this different from what my CRM already does with email? Most CRMs log emails, they store a copy and attach it to the client record. That's just filing. Mili actually reads and understands your emails. It spots life events, catches action items, builds context for meetings, and drafts replies that connect dots across your CRM, meeting notes, planning tools, AND email. 05 06 07 08 ## Ready to connect Mili withGmail? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Google Calendar Integration | Mili" description: "Pull meeting details for prep, coordinate scheduling across teams, and attach notes to calendar events automatically." url: https://getmili.ai/integrations/google-calendar --- # Get started with Mili +Google Calendar - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Connect Google Calendar Pick your Google account and authorize All your meetings sync to Mili automatically Join your meetings directly from Mili Mili captures real-time notes while you focus on your client ## Webinar ## Frequently Asked Questions 01 What calendar data does Mili access from Google Calendar? Mili reads meeting titles, dates, times, and participant emails from the Google calendars you choose to connect. It uses participant emails to match meetings to client records in your CRM. Mili does not read event descriptions, attachments, or any data from calendars you haven't connected. 02 Does Mili create or change events in my Google Calendar? Mili reads your Google Calendar to track meetings, prepare client briefs, and check your availability for scheduling. When you use the scheduling feature, Mili can send meeting invites on your behalf, but only after you review and approve them. Mili never edits, moves, or deletes your existing Google Calendar events. 03 How does Mili match Google Calendar meetings to the right clients? Mili looks at the participant email addresses and meeting titles from your Google Calendar, then matches them against contacts in your connected CRM. If a client's email is in your CRM, Mili connects the dots automatically. If Mili can't find a match, it flags the meeting so you can link it to the right client manually. 04 What happens when a meeting gets rescheduled or cancelled in Google Calendar? Mili picks up changes from Google Calendar automatically. If a meeting moves to a new time, the client brief updates to match. If a meeting is cancelled, Mili archives the prep materials so you still have them if the meeting gets rebooked later. You don't need to do anything, Mili stays in sync on its own. 05 Does Mili need access to my Google account password? No. Mili connects through Google's secure OAuth, the same sign-in process you've used anytime an app asks to "Sign in with Google." You approve specific permissions (calendar read access) directly through Google's own screen. Mili never sees or stores your password. You can revoke access anytime from your Google Account settings. 06 Does Mili work for in-person meetings on my Google Calendar? Yes. If a meeting is on your Google Calendar, Mili prepares for it, whether it's a Zoom call, a phone call, or a sit-down at your office. The client brief, past notes, and suggested agenda are ready regardless of meeting format. The only difference is how you capture notes during the meeting itself (Mili's Meeting Agent handles that part). 07 08 ## Ready to connect Mili withGoogle Calendar? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Google Drive Integration | Mili" description: "Search, read, and organize your Google Drive files from Mili, with your approval on every change." url: https://getmili.ai/integrations/google-drive --- ![Google Drive logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6acf8290ee9559c1a34266ca_6acf825a730752c6828d5628_google-drive-logo.png) ![Google Drive icon](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6acf8290ee9559c1a34266d9_6acf825b81f4ba24bb10babb_google-drive-favicon.png) # Get started with Mili +Google Drive - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Go to Settings → Integrations → Google Drive → Connect → Pick access level Sign in with your Google account, review permissions & click Allow. Type @ or click Add inputs → Google Drive tab to search and add files. Or just ask Mili to find a client's documents in your Drive. Ask Mili for meeting prep or snapshots based on your Google Drive docs. With Read & write on, Mili can organize your Drive. You approve each one. ## Webinar ## Frequently Asked Questions 01 What can Mili do with my Google Drive files? Search Drive from Mili Office and add files to any chat, meeting prep or skill. You can also just ask Mili to find a client's documents, and its answer links to each file it used. With Read & write access, Mili can keep your Drive organized too: creating folders, uploading, renaming, moving, and moving files to the trash. 02 Can Mili see my whole Google Drive? Mili can see the files your Google account can open, including shared drives and files shared with you. It only reads a file when it needs it for something you asked, and it doesn't keep a copy in Mili. 03 Will Mili change my files without asking? No. Every change, whether creating, uploading, renaming, moving or deleting, shows an approval card first. Nothing happens until you click Approve. You can also ask for changes or reject it. 04 What happens when I ask Mili to delete a file? Mili moves it to your Google Drive trash after you approve. It never deletes anything permanently, and you can restore the file from the trash for 30 days. 05 Can I give Mili read-only access? Yes. Choose Read only when you connect, or switch later from View details on the Google Drive card in Settings → Integrations. Mili can then search and read your files but can't change anything. 06 Which files can Mili read? PDFs, Word, Excel and PowerPoint files, Google Docs, Sheets and Slides, text and CSV files, and common image formats. Files Mili can't read, like videos and audio, don't show up in search. 07 Does this work in the Mili desktop app? Yes. Searching Drive, adding files and asking Mili about them work the same in the desktop app and in your browser. 08 How do I disconnect Google Drive? Go to Settings → Integrations and turn off Google Drive. To remove Mili's access completely, also remove Mili under third-party apps in your Google Account. ## Ready to connect Mili withGoogle Drive? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Google Meet Integration | Mili" description: "Connect to Google Meet sessions for note-taking, track attendees, and push summaries to your tech stack." url: https://getmili.ai/integrations/google-meet --- # Get started with Mili +Google Meet - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Join your Google Meet call as you normally would Open Mili, pick a template, and hit Start Pause and resume note-taking anytime you need to Once the meeting is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili join my Google Meet call? No. Mili never joins your call. There's no bot in the participant list. Mili runs on your device and listens through your system's microphone and speaker, the same ones already carrying your conversation. It's like having a brilliant assistant sitting behind you, taking notes from what they hear. 02 Will my client see any recording notification on Google Meet? No. Google Meet shows recording notifications when something triggers a recording through its system. Mili doesn't record through Google Meet, or at all. It listens through your device and converts audio to structured notes in real time. No recording is ever created, stored, or saved. 03 Do I need to connect my Google account or install anything? No. Mili doesn't need access to your Google account or Google Meet. It works independently through your device's hardware. There's nothing to install, no permissions to grant, and no Google Workspace admin approval needed. Just open Mili alongside your Meet call and hit Start. 04 Do I need to stay on the Mili screen during the meeting? Not at all. Once you hit Start, go right back to your Google Meet call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to switch tabs or check on Mili during the meeting. 05 Can I pause the note-taking during a meeting? Yes. Pause and resume anytime. Either click the pause button on the persistent overlay or open the Mili app to pause from there. This is useful when you need a private moment or step off-topic. Hit resume and Mili picks up right where you left off. 06 What if I switch from Google Meet to another video tool? Nothing changes on Mili's end. Because Mili listens through your device, not through Google Meet's system it works the same way whether you're on Meet, Zoom, Microsoft Teams, Webex, or even a regular phone call. 07 How can I verify the accuracy of notes in Mili Office? Every meeting generates a draft in Mili Office. You can review every note, edit anything, and add your own context before syncing to your CRM or sending follow-ups. Nothing goes anywhere until you approve it. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withGoogle Meet? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and GoTo Meeting Integration | Mili" description: "Capture notes from GoToMeeting sessions, create tasks from commitments, and update client records." url: https://getmili.ai/integrations/goto --- # Get started with Mili +GoTo Meeting - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Join your GoTo Meeting call as you normally would Open Mili, pick a template, and hit Start Go back to GoTo Meeting. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the meeting is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili join my GoTo Meeting call? No. Mili never joins your call. There's no bot in the participant list and your client only ever sees you. Mili runs on your device and listens through your device's microphone and speaker, the same ones already carrying your conversation. It's like having a brilliant assistant sitting behind you, taking notes from what they hear. 02 Do I need to install anything in GoTo Meeting or get admin approval? No. Mili doesn't plug into GoTo Meeting. It works independently through your device's hardware, completely outside of your GoTo environment. There's no plugin to install, no GoTo Admin Center settings to change, and no admin approval needed. Just open Mili alongside your call and hit Start. 03 Do I need to stay on the Mili screen during the meeting? Not at all. Once you hit Start, go right back to your GoTo Meeting call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to switch tabs or check on Mili during the meeting. 04 Can I pause the note-taking during a meeting? Yes. Pause and resume anytime. Either click the pause button on the persistent overlay or open the Mili app to pause from there. This is useful when you need a private moment or step off-topic. Hit resume and Mili picks up right where you left off. 05 What if my firm switches from GoTo Meeting to another video tool? Nothing changes on Mili's end. Because Mili listens through your device, not through GoTo Meeting's system, it works the same way whether you're on GoTo Meeting, Zoom, Google Meet, Microsoft Teams, Webex, or even a regular phone call. 06 My firm has used GoTo Meeting for years. Will Mili change our meeting workflow? Not at all. That's the point. You join calls, run meetings, and interact with clients the exact same way you always have. Mili just sits quietly on your device and turns the conversation into structured notes. The only thing that changes is what happens after the meeting, instead of 30 minutes of note-writing, you're done in minutes. 07 How can I verify the accuracy of notes in Mili Office? Every meeting generates a draft in Mili Office. You can review every note, edit anything, and add your own context before syncing to your CRM or sending follow-ups. Nothing goes anywhere until you approve it. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withGoTo Meeting? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Holistiplan Integration | Mili" description: "Pull client tax data into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/holistiplan --- # Get started with Mili +Holistiplan - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Connect Holistiplan once from Settings → Integrations Open Mili and start a meeting prep, note, or question @-mention a Holistiplan household or client as your source Mili reads the tax context in the background Ask what you need, or let it flow into your prep Tax figures land in your notes, ready to review ## Webinar ## Frequently Asked Questions 01 How does Mili use my Holistiplan data? When you @-mention a Holistiplan household or pick one in meeting prep, Mili reads the tax details and folds them into your notes, prep briefs, and planning skills. It's read-only, the data flows from Holistiplan into Mili for context, never the other way. 02 Does Mili change anything in Holistiplan? No. Mili only reads. It never edits returns, changes scenarios, or writes notes back. Holistiplan stays your system of record. 03 What tax data can Mili see? Filing status, AGI, taxable income, total tax, and marginal bracket by year, plus which return years are on file and their status, your scenario names, and recent household activity. Ask a specific question and Mili can also pull tax reports, tax letter status, PDF snapshots, and Roth projections. A few things it can't read today: Household Notes from the Holistiplan app, dependent details, and notes typed only into a scenario field. 04 What do I need to turn on to connect Holistiplan? Three quick steps. First, your Holistiplan firm admin enables the Mili tile in Holistiplan under Settings → Integrations. Next, your Mili org admin makes sure Holistiplan is checked under Admin settings → Meeting controls → Integrations (it's on by default for most organizations). Then you connect: in Mili, go to Settings → Integrations, scroll to Tax Planning, find Holistiplan, click Connect, and authorize access. If the connection fails, it's almost always the first step, check that your Holistiplan firm admin enabled the Mili tile. 05 Which Mili skills work with Holistiplan? Meeting Prep, Ask About Client, Client Snapshot, Client Profile Mind Map, Advanced Planning Opportunities, and Create Client Excel, any time you @-mention Holistiplan or ask for tax data. 06 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withHolistiplan? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Hubspot Integration | Mili" description: "Push meeting notes and action items to HubSpot contacts, companies, and deals." url: https://getmili.ai/integrations/hubspot --- # Get started with Mili +Hubspot - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Settings → Integrations → Click "Connect HubSpot" → Authorize. Choose record type to sync notes and action items to. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Hubspot? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. You choose which Hubspot object to attach each note or task to. 02 Where in Hubspot can Mili sync data? You can push to Contacts, Companies, Deals, Leads, and Events. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task. 03 Will Mili automatically update Hubspot? Every sync requires your explicit approval. You review all notes and tasks before they enter Hubspot. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Hubspot data? At Mili, we believe in intentional data access. The integration only pulls Hubspot data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Hubspot? The integration matches your exact Hubspot user permissions. If you can see it in Hubspot, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Hubspot integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Hubspot workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withHubspot? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Microsoft Teams Integration | Mili" description: "Take notes during MS Teams meetings discreetly and sync action items automatically." url: https://getmili.ai/integrations/microsoft --- # Get started with Mili +Microsoft Teams - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Join your Teams call as you normally would Open Mili, pick a template, and hit Start Go back to Teams. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the meeting is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili join my Teams call? No. Mili never joins your call. There's no bot sitting in the lobby waiting to be let in, and no extra participant appears in your meeting. Your client only ever sees you. Mili runs on your device and listens through your computer's microphone and speaker, the same ones already carrying your conversation. It's like having a brilliant assistant sitting behind you, taking notes from what they hear. 02 Do I need my IT admin to approve Mili or install anything in Teams? No. Mili doesn't plug into Microsoft Teams. It works independently through your device's hardware, completely outside of your Teams environment. There's no app to install in Teams, no admin approval needed, and no changes to your Microsoft 365 settings. Just open Mili alongside your Teams call and hit Start. 03 Do I need to stay on the Mili screen during the meeting? Not at all. Once you hit Start, go right back to your Teams call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to switch tabs or check on Mili during the meeting. 04 Can I pause the note-taking during a meeting? Yes. Pause and resume anytime. Either click the pause button on the persistent overlay or open the Mili app to pause from there. This is useful when you need a private moment or step off-topic. Hit resume and Mili picks up right where you left off. 05 What if I switch from Teams to another video tool? Nothing changes on Mili's end. Because Mili listens through your device, not through Teams' system, it works the same way whether you're on Teams, Zoom, Google Meet, Webex, or even a regular phone call. 06 Does Mili work with Teams on both desktop and browser? Yes. Whether you run Teams as a desktop app or join through your browser, Mili works the same way. It listens through your device's microphone and speaker regardless of how you're running Teams. 07 How can I verify the accuracy of notes in Mili Office? Every meeting generates a draft in Mili Office. You can review every note, edit anything, and add your own context before syncing to your CRM or sending follow-ups. Nothing goes anywhere until you approve it. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withMicrosoft Teams? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Microsoft Exchange Calendar Integration | Mili" description: "Sync calendar events for meeting prep, find scheduling slots, and book follow-up appointments seamlessly." url: https://getmili.ai/integrations/mili-and-edge --- # Get started with Mili +Microsoft Exchange Calendar - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Connect Microsoft Exchange Mili pulls your meetings and matches them to clients Before each meeting, Mili loads your full client brief Mili checks your availability to help schedule meetings Open Mili Office to ask questions about any client Calendar changes sync to Mili automatically ## Webinar ## Frequently Asked Questions 01 What calendar data does Mili access from Microsoft Exchange? Mili reads meeting titles, dates, times, and participant emails from your Exchange calendar. It uses participant emails to match meetings to client records in your CRM. Mili does not read email content, attachments, or any unrelated data from your Exchange account. 02 Does Mili make changes to my Exchange calendar? No. Mili reads your Exchange calendar and stays in sync when things change. If you reschedule or cancel a meeting in Exchange, Mili picks that up automatically and updates the client brief. But Mili itself does not edit, move, or delete any events in your Exchange calendar. 03 How does Mili match Exchange meetings to the right clients? Mili looks at the participant email addresses and meeting titles from your Exchange calendar, then matches them against contacts in your connected CRM. If a client's email is in your CRM, Mili connects the dots automatically. If Mili can't find a match, it flags the meeting so you can link it to the right client manually. The more you use it, the better it gets. 04 What happens when a meeting gets rescheduled or cancelled? Mili picks up the change from Exchange automatically. If a meeting moves to a new time, the client brief updates to match. If a meeting is cancelled, Mili archives the prep materials so you still have them if the meeting gets rebooked later. You don't need to tell Mili anything — it stays in sync on its own. 05 Does Mili work with on-premise Exchange servers? Mili connects to Microsoft Exchange through standard Exchange Web Services (EWS). If your firm runs an on-premise Exchange server, Mili can connect as long as EWS is accessible. Your IT team can confirm this, and our team is available to help with setup if needed. 06 07 08 ## Ready to connect Mili withMicrosoft Exchange Calendar? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Monday.com Integration | Mili" description: "Query boards, manage leads and tasks, pull board context and push updates to Monday.com" url: https://getmili.ai/integrations/monday-com --- # Get started with Mili +Monday.com - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Install Mili's monday.com app via the link we share → Authorize access. Use "@" in any query to point Mili to the right board or workspace. Fetch board data on demand. Ask about clients, AUM, deal stages & more. Run prospect-research, then sync to monday to add a lead on a board. Run meeting-prep with a client name & board to pull context pre-meeting. ## Webinar ## Frequently Asked Questions 01 Do I need a paid monday.com plan to use this integration? You'll need any standard monday.com plan that allows third-party app installs. Most paid tiers work. If you're on a free or trial plan, check with your admin first. 02 What can Mili read from my monday.com workspace? Mili reads boards, items, columns, and assignees from the workspaces you give it access to. You stay in control — revoke access anytime from monday.com or Mili settings. 03 Can Mili create or update items on my boards? Yes. You can tell Mili to add leads, create tasks, update statuses, or assign owners, all from natural language commands inside Mili Office. 04 Can I use Mili with multiple monday.com workspaces? Yes. Mili supports all workspaces you have access to. Use "@" to switch between them in any query. 05 Is my monday.com data secure? Yes. Mili is SOC 2 Type II certified and uses bank-grade encryption. Your data stays yours, we never train models on it. 06 Do I still need a CRM if I use monday.com with Mili? That's up to you. Many advisors use monday.com for pipeline and projects, and a dedicated CRM for client records. Mili works with both. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withMonday.com? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Notion Integration | Mili" description: "Pull Notion pages and databases into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/notion --- # Get started with Mili +Notion - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Notion" → Authorize Sign in & pick which pages and databases to share with Mili Type @ to browse Notion pages & databases, or search for one Query across your Notion pages in one request Ask Mili for meeting prep or snapshots based on your Notion pages Open Mili Office to pull context from your Notion pages on demand ## Webinar ## Frequently Asked Questions 01 What can Mili do with my Notion pages? Pull a client profile page into meeting prep. Ask questions about a client tracker you keep in a Notion database. Run planning skills using your Notion notes. Just type @ in any chat and pick the page, no copying, no switching tabs. 02 Will Mili see my whole Notion workspace? No. You pick exactly which pages and databases to share when you connect. Want to share more (or less) later? Just change it inside Notion. 03 Can Mili read my Notion databases too? Yes. Pages and databases both work. If you keep a client tracker in a Notion database, you can mention it just like any page. 04 Does Mili continuously read my Notion workspace? No. Mili opens a page only when you ask for it in a request. There's no background scanning and no indexing of your workspace. 05 Are my Notion pages copied into Mili? No. Everything stays in Notion. Mili reads a page for your request and that's it, nothing gets saved on Mili's side. 06 Can I use Notion together with my CRM and other document tools? Yes. Connect Box, ShareFile, Mili's other supported document stores, alongside Notion. You can even mix them in a single request, like pairing a Salesforce contact with a Notion page for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which page or record it came from and check it yourself. 08 ## Ready to connect Mili withNotion? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and OneDrive Integration | Mili" description: "Pull client documents from OneDrive into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/onedrive --- # Get started with Mili +OneDrive - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Files → Click "Connect" Sign in with your Microsoft account & approve access for Mili One sign-in connects OneDrive, SharePoint & OneNote together Type @ to browse OneDrive folders or search for a file Query across any OneDrive doc in one request Ask Mili for meeting prep or snapshots based on your OneDrive docs Open Mili Office to pull context from OneDrive files on demand ## Webinar ## Frequently Asked Questions 01 What can Mili do with my OneDrive files? Pull a client's statement into meeting prep. Ask for a financial snapshot from a PDF sitting in OneDrive. Run planning skills using a client's folder. Just type @ in any chat and pick the file, no downloading, no switching tabs. 02 Do I need to connect SharePoint or OneNote separately? - No. It's one Microsoft connection. Connect once and OneDrive, SharePoint, and OneNote all work in Mili. 03 Will Mili see all of my OneDrive files? Mili can access whatever your Microsoft account can access, nothing more. Files and folders teammates share with you show up the same way as your own. 04 Does Mili continuously read my OneDrive account? No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your OneDrive account. 05 Are my files copied into Mili? No. Your files stay in OneDrive. Mili reads a file for your request and that's it, nothing gets saved on Mili's side. 06 Can I use OneDrive together with my CRM and other document tools? Yes. Connect Box, Dropbox, and Mili's other supported document stores alongside OneDrive. You can even mix them in a single request, like pairing a Salesforce contact with a OneDrive file for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 ## Ready to connect Mili withOneDrive? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Orion Integration | Mili" description: "Pull Orion household portfolio data into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/orion --- ![Orion logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ad08ad78f374189c18cec00_6ad08ab9a57a49e21f599f59_orion-logo-v2.webp) ![Orion icon](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6acf7b38e278b56022aa2b4c_6acf7b167bd2dae414b7d5d2_orion-favicon.png) # Get started with Mili +Orion - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Orion → Enter your Orion login → Connect. Type @ and pick the household marked [ORION]. Mili pulls their snapshot. Mili preps you for meetings with live Orion accounts, holdings, activity. Ask household-specific questions, answered with live Orion data. Export a household's holdings to Excel, straight from Orion's numbers. Read-only and fetched when you ask. Mili never changes or stores your book. ## Webinar ## Frequently Asked Questions 01 What Orion data can Mili access? Mili can see a household's total assets, how each account is registered, the accounts themselves, holdings (with cost basis for a position, where Orion has it), recent transactions, monthly performance, the list of available reports, and the names of documents on the household. It can't see tax lots, advisor notes, or PDFs generated inside Orion. 02 How does this help with meeting prep? Type /meeting-prep and @ the Orion household. Mili pulls their accounts, biggest holdings, and recent activity, so you walk in ready without opening Orion and hunting through screens. 03 Can I ask Mili questions about a specific household? Yes. @ the household and ask it the way you'd say it, like "What are the top holdings and last 90 days of activity?" It works in chat, meeting prep, client snapshots, and planning questions. 04 Can I get a spreadsheet of a household's holdings? Yes. Ask Mili to export the Orion holdings for that household. You get an Excel file you can open right in Mili, with every current position listed. The numbers come straight from Orion, not from a rounded summary. 05 Does Mili keep a copy of our Orion data? No. Mili looks the information up fresh from Orion each time you ask. There's nothing to sync and no overnight update to wait for. If you disconnect Orion, Mili stops looking anything up. 06 Can Mili change anything in Orion? No. This connection only reads. Mili will never create or change anything in Orion. 07 Why do I only see households, not individual people? Orion doesn't make its individual contacts available to Mili, so the @ list shows Orion households only. 08 How is this different from the Black Diamond integration? It's much the same idea: a live look at a portfolio that you pull up with @. The differences are that Orion connects with your Orion username and password rather than a browser sign-in, and the @ list shows households only. ## Ready to connect Mili withOrion? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Outlook Calendar Integration | Mili" description: "Sync client meetings to Mili, check availability for scheduling, and load client info for each meeting." url: https://getmili.ai/integrations/outlook --- # Get started with Mili +Outlook Calendar - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Connect Outlook Calendar Pick your Microsoft account and authorize All your meetings sync to Mili automatically Join your meetings directly from Mili. Mili captures real-time notes while you focus on your client. ## Webinar ## Frequently Asked Questions 01 What calendar data does Mili access from Outlook? Mili reads meeting titles, dates, times, and participant emails from your Outlook Calendar. It uses participant emails to match meetings to client records in your CRM. Mili does not read event descriptions, attachments, or any unrelated calendar data. 02 Does Mili make changes to my Outlook Calendar? No. Mili reads your Outlook Calendar and stays in sync when things change. If you reschedule or cancel a meeting in Outlook, Mili picks that up automatically and updates the client brief. But Mili itself does not edit, move, or delete any events in your Outlook Calendar. 03 How does Mili match Outlook meetings to the right clients? Mili looks at the participant email addresses and meeting titles from your Outlook Calendar, then matches them against contacts in your connected CRM. If a client's email is in your CRM, Mili connects the dots automatically. If Mili can't find a match, it flags the meeting so you can link it to the right client manually. The more you use it, the better it gets. 04 What happens when a meeting gets rescheduled or cancelled? Mili picks up the change from Outlook Calendar automatically. If a meeting moves to a new time, the client brief updates to match. If a meeting is cancelled, Mili archives the prep materials so you still have them if the meeting gets rebooked later. You don't need to tell Mili anything — it stays in sync on its own. 05 Does Mili need access to my Microsoft account password? No. Mili connects through Microsoft's secure OAuth, the same sign-in process you've used anytime an app asks to "Sign in with Microsoft." You approve specific permissions directly through Microsoft's own screen. Mili never sees or stores your password. You can revoke access anytime from your Microsoft Account settings. 06 07 08 ## Ready to connect Mili withOutlook Calendar? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Practifi Integration | Mili" description: "Access client info for meeting prep. Sync notes, tasks, and client data to Practifi." url: https://getmili.ai/integrations/practifi --- ![Practifi logo](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6ad08ad78f374189c18cebfc_6ad08ab9a57a49e21f599f7c_practifi-v2.webp) # Get started with Mili +Practifi - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Practifi" → Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Choose record type to sync notes and action items to - Accounts or Contacts Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Practifi? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. 02 Where in Practifi can Mili sync data? You can push to Accounts, Contacts, Notes, and Tasks. Notes can also attach to Events, Opportunities, and custom objects. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update Practifi? Every sync requires your explicit approval. You review all notes and tasks before they enter Practifi. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Practifi data? At Mili, we believe in intentional data access. The integration only pulls Practifi data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Practifi? The integration matches your exact Practifi user permissions. If you can see it in Practifi, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Practifi integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Practifi workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withPractifi? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Redtail Integration | Mili" description: "Access client info for meeting prep. Sync notes, events, and compliance tracking to Redtail contacts and activities." url: https://getmili.ai/integrations/redtail --- # Get started with Mili +Redtail - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Redtail" → Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Redtail? Meeting summaries capture key discussions, decisions, and next steps. Activities sync with complete details to Redtail's system. Everything preserves your existing contact organization perfectly. 02 Where in Redtail can Mili sync data? You can push to contacts, notes, and activities. Redtail's streamlined structure means everything centers around contact records, making your sync destinations clear and simple. 03 Will Mili automatically update Redtail? Every sync requires your explicit review approval. You review all notes and activities before they enter Redtail. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Redtail data? At Mili, we believe in intentional data access. The integration only pulls Redtail data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background. 05 What determines Mili's access in Redtail? The integration matches your exact Redtail user permissions. If you can see it in Redtail (and if there are API endpoints), you can access it through Mili. 06 Can we customize the Redtail integration? Yes, your dedicated CSM will help configure naming conventions, activity categories, and sync preferences. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Redtail workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withRedtail? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and RingCentral Integration | Mili" description: "Capture real-time notes & action items on phone calls and sync notes to client profiles automatically." url: https://getmili.ai/integrations/ringcentral --- # Get started with Mili +RingCentral - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Settings → Integrations → Connect RingCentral → Authorize In RingCentral → Settings, enable Auto Call Recording + Smart ACR Make or receive your RingCentral call as you normally would Review notes post-call & choose record type to sync instantly Approve tasks with title, assignee, priority & due date. Sync instantly. Draft & send follow-up emails to clients in a single click Query past notes & context in Mili Office. Fetch data on demand. ## Webinar ## Frequently Asked Questions 01 How does Mili create my notes? After a call ends, Mili pulls the recording transcript that RingCentral already generated and turns it into structured notes, personal and family details, financial info, client DNA, and action items. Mili never joins or listens to the call itself. 02 Does Mili need access to my RingCentral account? Yes. Mili connects to your RingCentral account so it can pull the transcript after each call. You authorize this once from Mili → Settings → Integrations. 03 Does Mili record or listen to my calls? **No. RingCentral does the recording, and Mili only reads the transcript that comes out of it. Mili doesn't hear anything on the call and never joins it.** 04 Do I need a microphone or speaker set up for this? No. Mili doesn't capture any audio from your device. It works entirely from the transcript RingCentral creates, so your mic, speaker, and headset setup don't matter. 05 What do I need to turn on in RingCentral? Call recording, Automatic Call Recording for both inbound and outbound calls, plus Smart ACR. Recording has to be on so RingCentral can create the transcript Mili uses. 06 Do my notes sync to my CRM automatically? Only with your approval. You review the notes after each call and choose what syncs, so nothing lands in your CRM without you seeing it first. 07 Is this hard to set up? Do I need IT? No plugin to install. Setup is two quick parts: turning on call recording in RingCentral (usually an admin setting) and connecting RingCentral inside Mili. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withRingCentral? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Salentica Engage Integration | Mili" description: "Push meeting notes and tasks to Salentica Engage contacts and households." url: https://getmili.ai/integrations/salentica-engage --- # Get started with Mili +Salentica Engage - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Salentica Engage" → Author After meeting, choose record type: Contacts, Households, or Companies. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Salentica Engage? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details, including title, description, due date, and assigned owner. 02 Where in Salentica Engage can Mili sync data? You can push to Contacts, Companies, Households, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task. 03 Will Mili automatically update Salentica Engage? Every sync requires your explicit approval. You review all notes and tasks before they enter Salentica Engage. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Salentica Engage data? At Mili, we believe in intentional data access. The integration only pulls Salentica Engage data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Salentica Engage? The integration matches your exact Salentica Engage user permissions. Mili connects directly via the API, so your existing security model stays intact. 06 Can we customize the Salentica Engage integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Salentica Engage workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withSalentica Engage? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Salesforce Integration | Mili" description: "Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce." url: https://getmili.ai/integrations/salesforce --- # Get started with Mili +Salesforce - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Salesforce" → Authorize. Link meeting to contacts. Mili pulls past context to build meeting agendas. Choose record type to sync notes and action items to. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Salesforce? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details, including title, description, due date, and assigned owner. Notes can be attached to Accounts, Contacts, Events, Opportunities, or other objects within Salesforce. 02 Where in Salesforce can Mili sync data? You can push data to Accounts, Contacts, Notes, and Tasks. Notes can also be attached to Events, Opportunities, and custom objects. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update Salesforce? Every sync requires your explicit approval. You review all notes and tasks before they enter Salesforce. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Salesforce data? At Mili, we believe in intentional data access. The integration only pulls Salesforce data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Salesforce? The integration matches your exact Salesforce user permissions. If you can see it in Salesforce, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Salesforce integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Salesforce workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withSalesforce? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Salesforce Financial Services Cloud Integration | Mili" description: "Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce FSC." url: https://getmili.ai/integrations/salesforce-fsc --- # Get started with Mili +Salesforce Financial Services Cloud - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Salesforce FSC"→ Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Choose record type to sync notes and action items to - Accounts or Contacts Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Salesforce Financial Services Cloud? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. 02 Where in Salesforce Financial Services Cloud can Mili sync data? You can push to Accounts, Contacts, Notes, and Tasks. Notes can also attach to other objects within your FSC instance. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update Salesforce Financial Services Cloud? Every sync requires your explicit approval. You review all notes and tasks before they enter Salesforce Financial Services Cloud. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Salesforce Financial Services Cloud data? At Mili, we believe in intentional data access. The integration only pulls Salesforce Financial Services Cloud data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Salesforce Financial Services Cloud? The integration matches your exact Salesforce Financial Services Cloud user permissions. If you can see it in FSC, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Salesforce Financial Services Cloud integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific FSC workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withSalesforce Financial Services Cloud? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and ShareFile Integration | Mili" description: "Pull client documents from ShareFile into Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/sharefile --- # Get started with Mili +ShareFile - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect ShareFile" → Authorize Sign in with your ShareFile credentials & approve access for Mili Type @ to browse ShareFile, search files, or mention a whole folder Query across any ShareFile doc in one request Ask Mili for meeting prep or snapshots based on your ShareFile docs Open Mili Office to pull context from ShareFile files on demand Every answer includes source links so you can verify the info ## Webinar ## Frequently Asked Questions 01 What can Mili do with my ShareFile files? Pull a client's statement into meeting prep. Ask for a financial snapshot from a PDF sitting in ShareFile. Run planning skills using a client's folder. Just type @ in any chat and pick the file, no downloading, no switching tabs. 02 Will Mili see all of my ShareFile files? Mili can access whatever your ShareFile account can access, nothing more. If a folder isn't shared with you in ShareFile, Mili can't see it either. 03 Does Mili continuously read my ShareFile account? No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your ShareFile account. 04 Are my files copied into Mili? No. Your files stay in ShareFile. Mili reads a file for your request and that's it, nothing gets saved on Mili's side. 05 Can I point Mili at a whole folder? Yes. Mention a folder and Mili reads the files inside it. For really big folders, pick a subfolder or a specific file so Mili looks at exactly what you need. 06 Can I use ShareFile together with my CRM and other document tools? Yes. Connect Box, Egnyte, Mili's other supported document stores, alongside ShareFile. You can even mix them in a single request, like pairing a Salesforce contact with a ShareFile file for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 ## Ready to connect Mili withShareFile? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and OneNote Integration | Mili" description: "Reference your OneNote notebooks in Mili for meeting prep, reviews, queries and more." url: https://getmili.ai/integrations/sharepoint --- # Get started with Mili +OneNote - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Files → Click "Connect" Sign in with your Microsoft account & approve access for Mili One sign-in connects SharePoint, OneDrive & OneNote together Type @ to browse your OneNote notebooks or search for a page Query across any OneNote page in one request Ask Mili for meeting prep or snapshots based on your OneNote notes Open Mili Office to pull context from your notebooks on demand ## Webinar ## Frequently Asked Questions 01 What can Mili do with my OneNote notebooks? Pull your client notes into meeting prep. Ask what you captured in last quarter's review. Run planning skills using the notebook you keep per client. Just type @ and pick the notebook, section, or page, no copying, no switching tabs. 02 Do I need to connect SharePoint or OneDrive separately? No. It's one Microsoft connection. Connect once and OneNote, SharePoint, and OneDrive all work in Mili. 03 Will Mili see all of my notebooks? Mili signs in as you, so it only sees the notebooks you can already open, including shared team notebooks if you have access. 04 Can Mili change or write into my notebooks? No. Mili reads your OneNote notebooks, it never edits, adds to, or deletes anything in them. Your notes stay exactly as you wrote them. 05 Are my notes copied into Mili? No. Everything stays in OneNote. Mili reads a page only when you ask for it in a request, nothing gets saved on Mili's side, and there's no background scanning. 06 Can I use OneNote together with my CRM and other document tools? Yes. Connect Box, Dropbox, and Mili's other supported document stores alongside OneNote. You can even mix them in a single request, like pairing a Salesforce contact with a OneNote page for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which page or record it came from and check it yourself. 08 ## Ready to connect Mili withOneNote? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and SharePoint Integration | Mili" description: "Reference files from your firm's SharePoint sites in Mili for meeting prep, reviews and more." url: https://getmili.ai/integrations/sharepoint-2 --- # Get started with Mili +SharePoint - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Files → Click "Connect" Sign in with your Microsoft account & approve access for Mili One sign-in connects SharePoint, OneDrive & OneNote together Type @ to browse your SharePoint sites or search for a file Query across any SharePoint doc in one request Ask Mili for meeting prep or snapshots based on SharePoint docs Open Mili Office to pull context from SharePoint on demand ## Webinar ## Frequently Asked Questions 01 What can Mili do with my SharePoint files? Pull a client statement from your firm's shared site into meeting prep. Ask for a financial snapshot from a PDF in a document library. Run planning skills using a client folder your team keeps in SharePoint. Just type @ in any chat and pick the file, no downloading, no switching tabs. 02 Do I need to connect OneDrive or OneNote separately? No. It's one Microsoft connection. Connect once and SharePoint, OneDrive, and OneNote all work in Mili. 03 Will Mili see all of our SharePoint sites? Mili signs in as you, so it only sees the sites and libraries you can already open, including shared team sites. If a site isn't shared with you, Mili can't see it either. 04 Does Mili continuously read our SharePoint? - No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your SharePoint sites. 05 Are our files copied into Mili? No. Your files stay in SharePoint. Mili reads a file for your request and that's it, nothing gets saved on Mili's side. 06 Can I use SharePoint together with my CRM and other document tools? Yes. Connect Box, Dropbox, and Mili's other supported document stores alongside SharePoint. You can even mix them in a single request, like pairing a Salesforce contact with a SharePoint doc for meeting prep. 07 How can I verify the accuracy of Mili's answers? Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself. 08 ## Ready to connect Mili withSharePoint? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and TradePMR Integration | Mili" description: "Access client accounts for meeting preparation, open accounts, create trades, and more in TradePMR straight from your Mili meetings." url: https://getmili.ai/integrations/tradepmr --- # Get started with Mili +TradePMR - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect TradePMR" → Authorize Mili pulls context from your meeting and creates a trade basket on syncing Review every line, confirm, and download the basket to upload in TradePMR. Mili pre-fills account openings, ACAT transfers & more from your meetings Ask any "How do I do this in TradePMR?" question. Get step-by-step answers Open Mili Office to fetch account data and run TradePMR tasks on demand Customize skills in Mili Office or configure custom workflows with TradePMR ## Webinar ## Frequently Asked Questions 01 02 03 04 05 06 07 08 ## Ready to connect Mili withTradePMR? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Vonage Integration | Mili" description: "Capture notes from phone conversations to client profiles and automate follow-up workflows." url: https://getmili.ai/integrations/vonage --- # Get started with Mili +Vonage - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Make or receive your Vonage call as you normally would Open Mili, pick a template, and hit Start Go back to your call. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the call is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili connect to my Vonage account? No. Mili never connects to Vonage. No plugin, no API, no permissions to grant. Mili runs on your device and listens through the microphone and speaker, the same ones already carrying your conversation. Think of it like having a brilliant assistant sitting at your desk during a speakerphone call, taking notes from what they hear. 02 Does Mili record my phone calls? No. Mili doesn't record through Vonage, or at all. It listens through your device and converts audio to structured notes in real time. The audio is processed instantly. No recording is ever created, stored, or saved. 03 Do I need to stay on the Mili screen during the call? Not at all. Once you hit Start, go right back to your call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to look at it, switch tabs, or check on Mili at any point during the call. 04 Can I pause the note-taking during a call? Yes. You can pause and resume anytime. Either click the pause button on the persistent overlay (the small floating widget on your screen) or open the Mili app to pause from there. This is useful when you need a private moment or want to step off-topic. When you're ready, hit resume, and Mili picks up right where you left off. 05 How does Mili hear my phone call if it's not connected to Vonage? Mili captures your voice through your device's microphone and your client's voice through your device's speaker. It's designed to pick up both sides clearly the same way you hear them during the call. Think of it this way: if an assistant was sitting next to you while you were on speakerphone, they wouldn't need to be plugged into your phone to take notes. They'd just listen. That's exactly how Mili works. 06 What if I use a headset or earbuds with Vonage? Mili works with headsets, earbuds, speakerphone, and any other audio setup. As long as your device is processing the call audio, Mili can hear it and take notes. No changes needed on your end. 07 What if I switch from Vonage to another phone system later? Nothing changes on Mili's end. Because Mili listens through your device — not through Vonage's system it works the same way whether you're on Vonage, RingCentral, Five9, Dialpad, 8x8, or Google Voice. If you switch platforms tomorrow, Mili still works exactly the same. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withVonage? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Wealthbox Integration | Mili" description: "Access client info for meeting prep. Sync notes, tasks, and workflows to Wealthbox." url: https://getmili.ai/integrations/wealthbox --- # Get started with Mili +Wealthbox - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect Wealthbox" → Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Wealthbox? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. Everything preserves your existing contact and household organization perfectly. 02 Where in Wealthbox can Mili sync data? You can push to Contacts, Notes, Tasks, and Workflows. When you sync, Mili shows exactly which destinations are available based on your setup. You can also trigger pre-defined Wealthbox workflows directly from meeting outcomes. 03 Will Mili automatically update Wealthbox? Every sync requires your explicit approval. You review all notes, tasks, and workflow triggers before they enter Wealthbox. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Wealthbox data? At Mili, we believe in intentional data access. The integration only pulls Wealthbox data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in Wealthbox? The integration matches your exact Wealthbox user permissions. If you can see it in Wealthbox, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Wealthbox integration? Yes, your dedicated CSM will help configure which data types push to which objects, naming conventions, task-assignment rules, and default workflow templates per meeting type. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific Wealthbox workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withWealthbox? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Cisco WebEx Integration | Mili" description: "Take notes during WebEx meetings and sync insights across all connected platforms." url: https://getmili.ai/integrations/webex --- # Get started with Mili +Cisco WebEx - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Join your Webex call as you normally would Open Mili, pick a template, and hit Start Go back to Webex. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the meeting is over, go back to Mili and hit Finish Review notes, send follow-ups, and sync to your CRM ## Webinar ## Frequently Asked Questions 01 Does Mili join my Webex meeting? No. Mili never joins your meeting. There's no bot in the participant list, no extra name in the lobby, and your client only ever sees you. Mili runs on your device and listens through your computer's microphone and speaker, the same ones already carrying your conversation. It's like having a brilliant assistant sitting behind you, taking notes from what they hear. 02 Will my client see a recording notification on Webex? No. Webex shows recording indicators when something triggers a recording through its system. Mili doesn't record through Webex, or at all. It listens through your device and converts audio to structured notes in real time. The audio is processed instantly and discarded immediately. No recording is ever created, stored, or saved. 03 Do I need to stay on the Mili screen during the meeting? Not at all. Once you hit Start, go right back to your Webex call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to switch tabs or check on Mili during the meeting. 04 Can I pause the note-taking during a meeting? Yes. Pause and resume anytime. Either click the pause button on the persistent overlay or open the Mili app to pause from there. This is useful when you need a private moment or step off-topic. Hit resume and Mili picks up right where you left off. 05 What if my firm switches from Webex to another video tool? Nothing changes on Mili's end. Because Mili listens through your device, not through Webex's system, it works the same way whether you're on Webex, Zoom, Google Meet, Microsoft Teams, or even a regular phone call. 06 My firm uses Webex because of Cisco's security standards. Is Mili equally secure? Yes. Mili is SOC 2 Type 2 and ISO 27001 certified, built on AWS Enterprise Cloud, and encrypts everything end-to-end. No audio recordings are ever created or stored. All sensitive data like SSNs and account numbers is automatically redacted before notes are even saved. If your firm chose Webex for security, you'll feel right at home with Mili. 07 How can I verify the accuracy of notes in Mili Office? Every meeting generates a draft in Mili Office. You can review every note, edit anything, and add your own context before syncing to your CRM or sending follow-ups. Nothing goes anywhere until you approve it. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withCisco WebEx? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and XLR8 Integration | Mili" description: "Access client details for meeting prep. Sync notes, tasks, and workflows to XLR8." url: https://getmili.ai/integrations/xlr8 --- # Get started with Mili +XLR8 - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Head to Settings → Integrations → Click "Connect XLR8" → Authorize Link meeting to contacts. Mili pulls past context to build meeting agendas. Choose record type to sync notes and action items to - Entities or Contacts Review notes post meetings & choose record type to sync instantly. Approve tasks with title, assignee, priority & due date. Sync instantly. Open Mili Office for open tasks, past context, etc. Fetch data on demand. Customize skills in Mili Office or configure custom objects with your CSM. ## Webinar ## Frequently Asked Questions 01 What meeting data flows to XLR8? Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. Notes can attach to Entities or Contacts within XLR8. 02 Where in XLR8 can Mili sync data? You can push to Entities, Contacts, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available based on your setup. 03 Will Mili automatically update XLR8? Every sync requires your explicit approval. You review all notes and tasks before they enter XLR8. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our XLR8 data? At Mili, we believe in intentional data access. The integration only pulls XLR8 data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs. 05 What determines Mili's access in XLR8? The integration matches your exact XLR8 user permissions. If you can see it in XLR8, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the XLR8 integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email [support@getmili.ai](mailto:support@getmili.ai) to discuss your specific XLR8 workflow requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withXLR8? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Zinnia SmartOffice Integration | Mili" description: "Access client details for meeting prep. Sync notes and activities to Zinnia SmartOffice." url: https://getmili.ai/integrations/zinnia-smartoffice --- # Get started with Mili +Zinnia SmartOffice - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works In SmartOffice: User Rights → Licenses → Integration → grant "MiliAI" Head to Settings → Integrations → Click "Connect" on SmartOffice Link meeting to contacts. Mili pulls past context to build agendas Choose record type to sync notes & action items to - Household or Contact Review notes post meetings & choose record type to sync instantly Approve tasks with title, assignee, priority & due date. Sync instantly Open Mili Office for open tasks, past context, etc. Fetch data on demand ## Webinar ## Frequently Asked Questions 01 What meeting data flows to Zinnia SmartOffice? Meeting summaries capture key discussions, decisions, and next steps. Activities sync with complete details to Zinnia SmartOffice system. 02 Where in Zinnia SmartOffice can Mili sync data? You can push to Households, Contacts, SmartPad notes, and Activities. 03 Will Mili automatically update Zinnia SmartOffice? Every sync requires your explicit approval. You review all notes, activities, and field updates before they enter Zinnia SmartOffice. That means your CRM stays accurate and up to date. 04 Does Mili continuously access our Zinnia SmartOffice data? At Mili, we believe in intentional data access. The integration runs an automatic daily sync for households and contacts to keep your records current. Meeting data only syncs on-demand, after your review. Mili does not access or store client data beyond these scheduled and user-triggered actions. 05 What determines Mili's access in Zinnia SmartOffice? The integration matches your exact Zinnia SmartOffice user permissions. If you can see it in Zinnia SmartOffice, you can access it through Mili. Your existing security model stays intact. 06 Can we customize the Zinnia SmartOffice integration? Yes, your dedicated CSM will help configure which data types push to which objects, custom field mappings, and naming conventions for tasks. All sync preferences are user-regulated and can be customized per firm requirements. 07 How can I verify the accuracy of answers in Mili Office? Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations. 08 ## Ready to connect Mili withZinnia SmartOffice? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili and Zoom Integration | Mili" description: "Capture meeting notes from Zoom calls without bots joining, sync action items, and automate follow-ups." url: https://getmili.ai/integrations/zoom --- # Get started with Mili +Zoom - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Try Mili Now](https://meetings.hubspot.com/joe1501) Try Mili Now ## How it works Join your Zoom call as you normally would Open Mili, pick a template, and hit Start Go back to Zoom. Mili takes notes in the background Pause and resume note-taking anytime you need to Once the meeting is over, go back to Mili and hit Finish Notes are ready to review and edit ## Webinar ## Frequently Asked Questions 01 Does Mili join my Zoom call? No. Mili never joins your Zoom call. No bot appears in the participant list. Mili runs on your device (desktop, laptop, mobile) and listens through the microphone and speaker - the same ones already carrying your conversation. Think of it like having a brilliant assistant sitting behind you, taking notes from what they hear. 02 Do I need to install a Zoom plugin or connect my Zoom account? No. Mili doesn't need access to your Zoom account. It works independently through your device's hardware. There's nothing to install in Zoom, no permissions to grant, and no IT admin approval needed for Zoom specifically. Just open Mili alongside your Zoom call and hit “Start”. 03 Do I need to stay on the Mili screen during the meeting? Not at all. Once you hit Start, go right back to your Zoom call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen - that's your confirmation that note-taking is active. You don't need to look at it, switch tabs, or check on Mili at any point during the meeting. 04 Can I pause the note-taking during a meeting? Yes. You can pause and resume anytime. Either click the pause button on the persistent overlay (the small floating widget on your screen) or open the Mili app to pause from there. This is useful when you need a private moment or want to step off-topic. When you're ready, hit resume, and Mili picks up right where you left off. 05 What if I switch from Zoom to another video tool later? Nothing changes on Mili's end. Because Mili listens through your device - not through Zoom's system - it works the same way whether you're on Zoom, Google Meet, Microsoft Teams, Webex, or even a regular phone call. If you switch platforms tomorrow, Mili still works exactly the same. 06 Does Mili work for in-person meetings too? Yes. Because Mili listens through your device's microphone, it works just as well for face-to-face conversations. Set your laptop or phone nearby and start Mili. It captures the conversation the same way it does during a Zoom call. 07 How does Mili hear both sides of the conversation? Mili captures your voice through your device's microphone and your client's voice through your device's speaker. It's designed to pick up both sides clearly - the same way you hear them during the call. For Zoom calls specifically, the audio quality tends to be excellent because the audio is already clean and digital. 08 How does consent work without a bot? Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there. ## Ready to connect Mili withZoom? Prepare with CRM context, capture meeting insights automatically, and query client data instantly. Let Mili handle the busy work while you focus on clients. - [Schedule Demo](https://meetings.hubspot.com/joe1501) Schedule Demo ![Mili Office Logo](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/691b136b9d33baf5ec34af85_lexus_ask_mili_compact_form.svg) + --- --- title: "Mili vs Jump AI - Compare" description: "Why advisors are choosing an AI workforce over a note-taker." url: https://getmili.ai/compare/mili-vs-jump --- Mili vs Jump # Why advisors are choosing an AI workforce over a note-taker - [See Mili in action](https://meetings.hubspot.com/joe1501) See Mili in action Compare features Compare features ## 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. Mili vs Jump ## Detailed feature comparison Data Privacy Compliance Compatibility Accessibility & Ease of Use Analytics & Features Pricing & Access Features Mili Meeting Agent Jump Data Privacy Meeting Privacy Client Control PII Protection Compliance Recording Storage Security Standards Data Retention Consent Handling Compatibility 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 Analytics & Features 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 Pricing & Access Trial Period Assistant Access Meeting Limits Pricing 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 Advanced meeting preparation & agenda 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 Complimentary seats Unlimited for Spark, Accelerate & Infinity Starts at $60/month "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 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 Paid up lite seats ($300/year) Unlimited in specific plans Starts at $75/month ## 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." John Woolley Managing Director and Chief Investment Officer No audio or video recordings ever created or stored SOC 2 Type II and ISO 27001 certified Custom retention policies you control Full audit trail for every interaction ## **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." ![Alana Wells](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4a06d63a04b1d82fa4_Alana.jpg) Alana Wells Chief Operations Officer, Avion Wealth Custom templates for every meeting type Detailed financial data extraction Client DNA and relationship mapping Risk tolerance changes and life events Referral opportunities and introductions ## **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." Jamie Banks Partner, Smallwood CPA Scheduling Agent ends email ping-pong Data Management Agent updates all systems Onboarding Agent opens accounts in days Prospect Research Agent preps you automatically 8+ agents working together seamlessly ## **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." ![Devin DeLapp](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57197774d149c9d18d_Devin.png) Devin DeLapp Financial Advisor, SFMG Wealth Advisors No visible bot joining meetings Pause/resume control for sensitive topics Works for in-person meetings too Custom consent capture workflows Full control over what gets captured ## **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." ![Omar Ahmadieh](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4ab002689e526aecda_Omar.jpg) Omar Ahmadieah Partner and Financial Advisor, JM Brown Financial Partners Update notes, tasks, and custom fields—not just basic summaries Trigger CRM workflows automatically based on meeting content Sync with financial planning tools like eMoney and RightCapital Connect custodian platforms for real-time portfolio updates One meeting updates every system—no duplicate data entry ## **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." ![Raoul Celerier](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57c94a47daf7e48baa_Raoul.png) Raoul Celerier Co-Managing Partner, Austin Private Wealth Track referral sources and success Identify cross-selling opportunities Monitor client engagement metrics Benchmark advisor performance Surface latent opportunities ## Ready to become the advisor you've always wanted to be? This isn't about software. It's about finally having the capacity to spot every opportunity, deepen every relationship, and grow your practice the way you've always envisioned. Mili makes you irreplaceable. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili ![Try mili free for 14 days](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/688a5251d7d6e1e658a06188_cta_banner.png) --- --- title: "Mili vs Generic AI Note-takers | Compare" description: "The most compliant AI meeting solution for RIAs & broker-dealers. See why Mili beats Otter, Fireflies & generic note-takers on compliance & workflow automation." url: https://getmili.ai/compare/mili-vs-otter-fathom-fireflies --- Mili vs Generic AI note-takers # Why advisors are choosing an AI workforce over a transcription app - [See Mili in action](https://meetings.hubspot.com/joe1501) See Mili in action Compare features Compare features ## Tailor-made for RIAs/BDs Understands 401k vs 403b ## Plugs into your tech stack Works with CRMs, custodians etc ## No bots join meetings Completely invisible to clients ## No recordings created Only secure transcripts > Built for wealth management. Period. Generic AI tools don't understand RIA workflows. Mili does. Mili knows client meetings aren't just conversations - they're compliance records, planning triggers, and relationship builders. One meeting updates your CRM, schedules follow-ups, and tracks referrals. All without recording a single word. ## Detailed feature comparison Data Privacy Compliance Compatibility Accessibility & Ease of Use Analytics & Features Pricing & Access Features Mili Meeting Agent Generic AI note-takers Data Privacy Meeting Privacy Client Control PII Protection Compliance Recording Storage Security Standards Data Retention Consent Handling Compatibility Meeting Types Notes delivery speed 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 Analytics & Features 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 Pricing & Access 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 Real-time during the call White-glove customization for templates & emails Advanced meeting preparation & agenda 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 AI bot joins meetings with recording notification No pause during sensitive sections No PII redaction - SSNs, account numbers stored in recordings Audio/video recordings with PII stored in cloud (client records) Variable security standard No custom retention options One-size-fits-all consent Focused on virtual meetings Post meeting processing Standard templates Not available No wealth tech stack integrations Not available Not available Majorly self-serve Available as an app Available only on browser Email support only Generic help resources Basic transription metrics Not available Not available Not available Not available Not available Not available Keyword search at best, if availabe Limited controls Built for solo users, not advice team 7-14 days (variable) Variable Fully paid up seats only ## Why leading advice firms choose Mili over Generic AI note-takers ## **Built for compliance, not just convenience** Generic tools create recordings. When Otter or Fireflies records your client meetings, they're storing audio files full of SSNs, account numbers, and sensitive financial discussions. One data breach, one subpoena, one regulatory audit - and you're exposed. 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." John Woolley Managing Director and Chief Investment Officer No audio or video recordings ever created or stored SOC 2 Type II and ISO 27001 certified Custom retention policies you control Full audit trail for every interaction ## **Notes that actually understand wealth management** Generic tools hear "Four O one K." Mili Agent understands retirement planning. Advisors tell us generic transcripts are "word salad" - walls of text that miss the point. 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." ![Alana Wells](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4a06d63a04b1d82fa4_Alana.jpg) Alana Wells Chief Operations Officer, Avion Wealth Custom templates for every meeting type Detailed financial data extraction Client DNA and relationship mapping Risk tolerance changes and life events Referral opportunities and introductions ## **AI agents that transform your workflow** Generic tools stop at transcription. 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." Jamie Banks Partner, Smallwood CPA Scheduling Agent ends email ping-pong Data Management Agent updates all systems Onboarding Agent opens accounts in days Prospect Research Agent preps you automatically 8+ agents working together seamlessly ## **Privacy your clients will appreciate** Generic AI 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." ![Devin DeLapp](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57197774d149c9d18d_Devin.png) Devin DeLapp Financial Advisor, SFMG Wealth Advisors No visible bot joining meetings Pause/resume control for sensitive topics Works for in-person meetings too Custom consent capture workflows Full control over what gets captured ## **Integration that connects your entire tech stack** Generic tools create another silo. One more place to check. 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." ![Omar Ahmadieh](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4ab002689e526aecda_Omar.jpg) Omar Ahmadieah Partner and Financial Advisor, JM Brown Financial Partners Update notes, tasks, and custom fields—not just basic summaries Trigger CRM workflows automatically based on meeting content Sync with financial planning tools like eMoney and RightCapital Connect custodian platforms for real-time portfolio updates One meeting updates every system—no duplicate data entry ## **Insights that grow your practice** Generic tools tell you Bob talked for 12 minutes. Mili identifies the referral and tells you Bob’s brother needs estate planning. "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." ![Raoul Celerier](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57c94a47daf7e48baa_Raoul.png) Raoul Celerier Co-Managing Partner, Austin Private Wealth Track referral sources and success Identify cross-selling opportunities Monitor client engagement metrics Benchmark advisor performance Surface latent opportunities ## Ready to become the advisor you've always wanted to be? This isn't about software. It's about finally having the capacity to spot every opportunity, deepen every relationship, and grow your practice the way you've always envisioned. Mili makes you irreplaceable. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili ![Try mili free for 14 days](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/688a5251d7d6e1e658a06188_cta_banner.png) --- --- title: "Mili vs Zocks - Compare" description: "Why advisors are choosing an AI workforce over a note-taker." url: https://getmili.ai/compare/mili-vs-zocks --- Mili vs Zocks # Why advisors are choosing an AI workforce over a note-taker - [See Mili in action](https://meetings.hubspot.com/joe1501) See Mili in action Compare features Compare features ## No bots join meetings Completely invisible to clients Higher accuracy Based on independent studies ## AI agent suite 8+ agents beyond just notes ## Advanced analytics Track referrals & opportunities ## There is no comparison. Zocks is an excellent AI meeting assistant. Mili is an AI workforce of 8 specialized agents. While Zocks helps you capture and analyze meetings, Mili handles everything: scheduling appointments, researching prospects, onboarding clients, managing data across systems, and automating your entire workflow. One tool vs. eight agents. That's the real difference. Mili vs Zocks ## Detailed feature comparison Data Privacy Compliance Compatibility Accessibility & Ease of Use Analytics & Features Pricing & Access Features Mili Meeting Agent Zocks Data Privacy Meeting Privacy Client Control PII Protection Compliance Recording Storage Security Standards Data Retention Consent Handling Compatibility Meeting Types Notes delivery speed Customization Pre-meeting Preparation Notepad/ Scratchpad Download Notes as Doc/PDF CRM Integrations Financial Planning tool integrations Setup Process Support for iOS & Android Support for Mac & Windows Support Model Training Analytics & Features 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 Pricing & Access Trial Period Assistant Access Meeting limits Pricing 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 Real time during the meeting White-glove customization for templates & emails Advanced meeting preparation & agenda Built-in scratchpad for collaboration Available with custom branding Deep & custom integrations with your CRMs eMoney 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, no credit card Complimentary seats Unlimited in specific plans Starts at $60/month "Zocks AI" bot joins meetings No pause during sensitive sections Basic PII redaction No audio recordings stored Only SOC 2 Type 2 Limited retention options One-size-fits-all consent Post meeting processing Limited template modifications Basic meeting preparation Not available Available Auto sync meeting notes to CRM eMoney 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 Available Available Available Available Credit card needed Paid up admin assistant seats ($300/year) Starts at $67/month ## Why leading advice firms choose Mili over Zocks ## **Enterprise-grade compliance that exceeds industry standards** While Zocks offers basic SOC 2 compliance, Mili delivers both SOC 2 Type II and ISO 27001 certification, as well as advanced PII redaction and granular retention controls. Higher standards, deeper protection, complete peace of mind. "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." John Woolley Managing Director and Chief Investment Officer No audio or video recordings ever created or stored SOC 2 Type II and ISO 27001 certified Custom retention policies you control Full audit trail for every interaction ## **Notes that actually help your practice** Zocks builds detailed summaries and family trees from your meetings. But advisors appreciate Mili for capturing referral opportunities, life event triggers, advisor coaching insights, and gifting recommendations that actually grow their practice. "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." ![Alana Wells](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4a06d63a04b1d82fa4_Alana.jpg) Alana Wells Chief Operations Officer, Avion Wealth Custom templates for every meeting type Detailed financial data extraction Client DNA and relationship mapping Risk tolerance changes and life events Referral opportunities and introductions ## **AI agents that transform your workflow** Zocks 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." Jamie Banks Partner, Smallwood CPA Scheduling Agent ends email ping-pong Data Management Agent updates all systems Onboarding Agent opens accounts in days Prospect Research Agent preps you automatically 8+ agents working together seamlessly ## **Privacy your clients will appreciate** Zocks' AI bot joins all your meetings. 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." ![Devin DeLapp](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57197774d149c9d18d_Devin.png) Devin DeLapp Financial Advisor, SFMG Wealth Advisors No visible bot joining meetings Pause/resume control for sensitive topics Works for in-person meetings too Custom consent capture workflows Full control over what gets captured ## **Integration that connects your entire tech stack** Zocks 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." ![Omar Ahmadieh](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4ab002689e526aecda_Omar.jpg) Omar Ahmadieah Partner and Financial Advisor, JM Brown Financial Partners Update notes, tasks, and custom fields—not just basic summaries Trigger CRM workflows automatically based on meeting content Sync with financial planning tools like eMoney and RightCapital Connect custodian platforms for real-time portfolio updates One meeting updates every system—no duplicate data entry ## **Insights that grow your practice** Zocks 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." ![Raoul Celerier](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57c94a47daf7e48baa_Raoul.png) Raoul Celerier Co-Managing Partner, Austin Private Wealth Track referral sources and success Identify cross-selling opportunities Monitor client engagement metrics Benchmark advisor performance Surface latent opportunities ## Ready to become the advisor you've always wanted to be? This isn't about software. It's about finally having the capacity to spot every opportunity, deepen every relationship, and grow your practice the way you've always envisioned. Mili makes you irreplaceable. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili ![Try mili free for 14 days](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/688a5251d7d6e1e658a06188_cta_banner.png) --- --- title: "Appleton Partners Selects Mili as Its AI Platform for Advisor…" description: "Appleton Partners, a $12.5B employee-owned RIA in Boston, evaluated several AI tools before choosing Mili to run its advisor workflows." url: https://getmili.ai/press-release/appleton-partners-selects-mili-as-its-ai-platform-for-advisor-workflows --- # Appleton Partners Selects Mili as Its AI Platform for Advisor Workflows On this page Oasis Group Research Appleton Partners, a $12.5B employee-owned RIA in Boston, evaluated several AI tools before choosing Mili to run its advisor workflows. Here's what they were solving for, and what changed. We're proud to share that Appleton Partners, a $12.5 billion RIA based in Boston, has chosen Mili as the AI platform for its advisor workflows. Appleton has been independently run since 1986, and they're 100% employee-owned. When a firm like that picks a technology partner, they don't do it on a whim. They looked at several AI tools before landing on Mili. That means a lot to us, so we wanted to share what they were trying to fix and what's different now. ## The problem every advisor knows too well Here's a moment Appleton's team described, and it'll sound familiar to anyone in this business. An advisor finishes a great client meeting. Then comes the part nobody enjoys: thirty to forty minutes writing up notes, typing data into Salesforce, and drafting a recap email. Multiply that by every meeting, every week. That's hours gone, every single week, on work that pulls advisors away from clients. ## What changed with Mili That whole after-meeting scramble is now a few minutes of quick review. Appleton's advisors use Mili to: - Walk into client reviews with prior meeting context and CRM data pulled into one simple briefing - Capture real-time notes across virtual, phone, and in-person meetings, with no bots and no recordings - Update Salesforce with client data right after the meeting - Draft follow-up emails that sound like the advisor wrote them, not a robot ## What Appleton's leadership says As Punit Shetty, their CTO and Managing Director of Operations, put it: the time they're getting back is going straight into client conversations and planning work. That's the whole point. Mili handles the busy work so advisors can be more human, not less. ## Why this one matters to us Appleton runs their tech choices the same way they run portfolios, with discipline. President and CEO Douglas C. Chamberlain said they needed tools that fit how they already work, protect client data, and earn back real time. We're glad Mili cleared that bar. And we're not done. Appleton and Mili are already working together to bring more workflows on board: client onboarding, document analysis, and prospect research. ## Read the full announcement 📄 Read the full press release → [https://www.privatebankerinternational.com/news/sponsored-appleton-partners-selects-mili-as-its-ai-platform-for-advisor-workflows/](https://www.privatebankerinternational.com/news/sponsored-appleton-partners-selects-mili-as-its-ai-platform-for-advisor-workflows/) ## Want to see what Appleton saw? If your advisors are losing hours to notes, CRM updates, and follow-ups, Mili can take that off their plates. Book a demo and see how it fits into the stack you already use. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "First State Financial Management Selects Mili, Bringing AI to…" description: "First State Financial Management, the wealth arm of a $4.5B Missouri community bank, has rolled out Mili across its advisor team." url: https://getmili.ai/press-release/first-state-financial-management-selects-mili-bringing-ai-to-community-bank-wealth-management --- # First State Financial Management Selects Mili, Bringing AI to Community Bank Wealth Management On this page Oasis Group Research First State Financial Management, the wealth arm of a $4.5B Missouri community bank, has rolled out Mili across its advisor team. Here's why it matters for community bank wealth management. ## Why this one is different Most of this year's advisor-AI news has come from the industry's largest firms, rolling out tools they built in-house on technology budgets that run into the billions. Community banks sit at the other end of the industry. They're the only physical banking presence in roughly one of every five American counties, and their advisory teams have long worked with a fraction of the technology the national firms have. This is one of the first times the same intelligence reaches both at once. ## What their advisors do with it FSFM advisors run their client meetings on Mili from start to finish: - Preparation drawn from the firm's own records - Real-time notes across in-person, phone, and virtual conversations, with no recordings and no bots - Updates written back to the firm's CRM - Follow-ups drafted in each advisor's voice, with every document carrying the firm's own disclosures ## What FSFM's leadership says *"Our advisors have spent their careers earning trust in the communities we serve, and everything that used to pull them away from clients now runs quietly in the background."* — Neil Bales, President of First State Financial Management. He added that FSFM can be a model for how community bank-based advisors grow and scale. ## What's next FSFM and Mili are extending the platform into automated form processing, including annuity paperwork and required minimum distribution workflows, plus deeper integrations with the firm's planning and portfolio systems. ## Read the full announcement 📄 Read the full press release → [https://www.privatebankerinternational.com/sponsored/first-state-financial-management-selects-mili-bringing-ai-powered-advisor-workflows-to-community-bank-wealth-management/](https://www.privatebankerinternational.com/sponsored/first-state-financial-management-selects-mili-bringing-ai-powered-advisor-workflows-to-community-bank-wealth-management/) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili and Global Relay Partner to Keep AI-Generated Advisor Records…" description: "Mili is now integrated with Global Relay through its Open Connector API." url: https://getmili.ai/press-release/mili-and-global-relay-partner-to-keep-ai-generated-advisor-records-compliant --- # Mili and Global Relay Partner to Keep AI-Generated Advisor Records Compliant On this page Oasis Group Research Mili is now integrated with Global Relay through its Open Connector API. Every meeting record Mili creates is captured and stored in a firm's compliance archive, with a complete audit trail. Mili has partnered with Global Relay, the recordkeeping platform used by some of the most heavily regulated firms in finance. With this integration, every record Mili creates for your firm flows automatically into your Global Relay archive. No manual uploads, and no extra steps for advisors or compliance teams. ## The compliance gap this closes AI use among advisors is now widespread. The 2026 T3/Inside Information Software Survey found that 43% of advisors use AI meeting solutions, and over half use generative AI tools in some form. Firms have recordkeeping obligations under SEC Rule 17a-4 and FINRA Rule 4511, and those obligations cover AI-generated content too. Enforcement here is active: SEC sweeps on off-channel communications have resulted in more than $2 billion in penalties across 100+ firms since 2021. That leaves compliance teams with a fair question about every AI tool: where does the content it creates actually go? This integration gives that question a clear answer. ## How it works Through Global Relay's Open Connector API, every record Mili creates is automatically captured and stored in your firm's archive, with a full audit trail. AI-generated meeting records get the same compliance oversight as email, messaging, and voice communications. Your compliance team keeps working in the archive they already know. Your advisors keep working the way they always have. ## From both teams "Compliance is where AI adoption gets decided in wealth management," said Chirag Gandhi, Co-Founder and CEO of Mili. "Advisors don't think about compliance in the middle of a client meeting, and they shouldn't have to. Partnering with Global Relay means that everything advisors create with AI lands in the firm's record, every time." "Wealth management is one of the most heavily supervised industries we serve, and the volume of AI-generated meeting records our clients need to capture is growing at speed," said Anthony Crespy, Senior Vice President of Business Development at Global Relay. "Our partnership with Mili means firms can capture that content in full, inside the same archive their compliance teams already rely on, starting from the very first meeting." ## Built on the same approach This fits how Mili is built: no recordings and no bots by default, SOC 2 certified, serving RIAs and broker-dealers managing over $250 billion in client assets. Global Relay brings 25+ years of recordkeeping expertise across the financial sector. ## Available now The integration is live today for firms using both Mili and Global Relay. If your compliance team wants a walkthrough, reach out and we'll set one up. **Read the full announcement-**[**https://www.morningstar.com/news/pr-newswire/20260730io15940/mili-and-global-relay-partner-to-keep-ai-generated-advisor-records-compliant**](https://www.morningstar.com/news/pr-newswire/20260730io15940/mili-and-global-relay-partner-to-keep-ai-generated-advisor-records-compliant) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili and TradePMR: AI-Powered Workflows for Advisors on Fusion" description: "Mili's integration with TradePMR's Fusion lets advisors move from a client meeting to trade orders, pre-filled forms, and CRM updates without leaving thei…" url: https://getmili.ai/press-release/mili-and-tradepmr-ai-powered-workflows-for-advisors-on-fusion-slug-mili-tradepmr-integration-fusion --- # Mili and TradePMR: AI-Powered Workflows for Advisors on Fusion On this page Oasis Group Research Mili's integration with TradePMR's Fusion lets advisors move from a client meeting to trade orders, pre-filled forms, and CRM updates without leaving their workflow. Here's how it works. Mili and TradePMR have announced an integration that brings AI-powered advisor workflows directly into TradePMR's Fusion platform. TradePMR is a technology and custodial services provider for RIAs, and this connects Mili's full workflow layer to the custodial systems advisors use every day. ## The idea behind it Mili captures the client meeting, prepares the supporting documentation, and connects to the custodial systems advisors use to act on what was discussed. The goal is one continuous loop, from the conversation to everything that follows it. ## What the integration includes - Real-time meeting notes, without recording the conversation - Meeting prep using context pulled from existing client data - Pre-filled TradePMR forms with built-in NIGO verification across 35+ form types, catching errors before submission - Document parsing across 45 document types - Natural-language search across TradePMR's Insight documentation It also introduces a workflow that helps advisors build execution-ready trade baskets straight from what was discussed in a meeting, moving from conversation to trade order in one flow. Automated account opening and ACAT transfer workflows are next on the joint roadmap. ## What the two CEOs say *"What advisors want from AI is not better notes. It is the system that connects what happens in a client meeting to what happens after it."* — Chirag Gandhi, Co-Founder and CEO of Mili. TradePMR's Robb Baldwin added that bringing Mili into Fusion gives advisors a tool that fits how they already work. ## Read the full announcement 📄 Read the full press release → [https://finance.yahoo.com/sectors/technology/articles/mili-tradepmr-integration-designed-bring-140000109.html](https://finance.yahoo.com/sectors/technology/articles/mili-tradepmr-integration-designed-bring-140000109.html) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili Launches Mili Office, the Agentic AI Platform for Wealth…" description: "Mili Office connects to the systems advisors already use and runs complete workflows end to end. Here's what it does and what early firms are seeing." url: https://getmili.ai/press-release/mili-launches-mili-office-the-agentic-ai-platform-for-wealth-advisors-slug-mili-launches-mili-office --- # Mili Launches Mili Office, the Agentic AI Platform for Wealth Advisors On this page Oasis Group Research Mili Office connects to the systems advisors already use and runs complete workflows end to end. Here's what it does and what early firms are seeing. Mili has launched Mili Office, an agentic AI platform that connects to the systems advisors already use and handles complete workflows from start to finish. Mili first gained traction with its meeting agent: no recordings, no bots joining the call, just preparation, notes, insights, and two-way CRM updates. Mili Office is the next step. ## The problem it solves The average advisor jumps between five or more systems every day. Mili Office brings them into one conversation. ## What it connects to It plugs into the tools a firm already runs: CRMs like Salesforce, Wealthbox, Redtail, Advyzon, XLR8, and Practifi; planning software like eMoney; calendars including Google Calendar and Microsoft 365; and custodians like TradePMR. ## What advisors can actually ask Advisors are asking things like: *Should I be sensitive to anything about Ted before I call him? Have any of my clients mentioned crypto? Show me everyone who completed a Roth conversion in 2025.* Mili Office can also run workflows on a schedule, like pulling clients with overdue reviews and drafting outreach, or setting up pre-meeting briefs that run automatically. ## Built for compliance Every answer comes with source links back to the original meeting, CRM field, or planning document. Independent research from The Oasis Group measured Mili at 96% note-taking accuracy, the highest among AI meeting solutions in their 2025 report. Mili is SOC 2 Type II certified and ISO 27001 compliant, the only agentic AI platform for wealth advisors to hold both. ## What early firms are seeing Firms including Avion Wealth, SFMG Wealth Advisors, and Presidio Capital Management are already using Mili Office. One team automated form-filling for 100+ new account documents, turning weeks of work into minutes. As Mike Bard, Director of Financial Planning at The Sum, put it: *"In our experience, Mili gave an advisor the ability to serve 25% more clients."* ## Read the full announcement 📄 Read the full press release → [https://finance.yahoo.com/news/mili-launches-mili-office-agentic-160000973.html](https://finance.yahoo.com/news/mili-launches-mili-office-agentic-160000973.html) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Tops AI Meeting Solutions in the 2026 T3 / Inside Information…" description: "Mili earned the highest user rating in the AI Notetaking category of the 2026 T3 / Inside Information Software Survey, the largest independent advisor tec…" url: https://getmili.ai/press-release/tops-ai-meeting-solutions-in-the-2026-t3-inside-information-software-survey-slug-mili-tops-2026-t3-inside-information-survey --- # Tops AI Meeting Solutions in the 2026 T3 / Inside Information Software Survey On this page Oasis Group Research Mili earned the highest user rating in the AI Notetaking category of the 2026 T3 / Inside Information Software Survey, the largest independent advisor tech survey. Here's what the numbers say. ## The numbers Mili scored 8.69 out of 10, leading all 14 solutions in the category against a vendor average of 7.26. Mili also earned the Mighty Mite designation, given to solutions rated 8.0 or higher, and was the only AI Notetaking vendor to earn it this year. ## Strongest where the bar is highest The report noted Mili is strongest with the largest RIAs. Among firms managing $1B+ in client assets, Mili's usage ran more than 2x the category average. These are the firms that run the most rigorous evaluations, test the most tools, and push hardest on compliance, integrations, and security. ## In Joel's words *"Earning the highest user rating in the category on a first appearance is the kind of result that usually signals durable category leadership."* — Joel Bruckenstein, Co-Producer, T3 / Inside Information Software Survey. The 2026 survey collected 2,906 anonymous responses from advisory firms across 70 categories and 800+ programs. ## One note on independence The survey is produced by Bob Veres of Inside Information and Joel Bruckenstein of T3. Mili did not sponsor the survey or pay for the rating. **Read the report here**→ [https://t3technologyhub.com/wp-content/uploads/2026/03/2026-T3_Inside-Information-Software-Survey.pdf](https://t3technologyhub.com/wp-content/uploads/2026/03/2026-T3_Inside-Information-Software-Survey.pdf) ## Read the full announcement 📄 Read the full press release → [https://www.prnewswire.com/news-releases/mili-tops-ai-meeting-solutions-in-2026-t3--inside-information-software-survey-302772673.html](https://www.prnewswire.com/news-releases/mili-tops-ai-meeting-solutions-in-2026-t3--inside-information-software-survey-302772673.html) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Built for the Relentless: How Orion Ascent 2026 showed us exactly what today's advisors are building toward | Mili" description: "San Diego, February 2026. Vennela took the Pop Up Stage at Orion Ascent to show 2,000 advisors what it looks like when AI agents extend Redtail across the full advisor workflow. Four days of conversations made one thing clear: the firms growing fastest are the ones that have stopped letting manual work slow them down." url: https://getmili.ai/conferences/built-for-the-relentless-how-orion-ascent-2026-showed-us-exactly-what-todays-advisors-are-building-toward --- # Built for the Relentless: How Orion Ascent 2026 showed us exactly what today's advisors are building toward On this page Oasis Group Research San Diego, February 2026. Vennela took the Pop Up Stage at Orion Ascent to show 2,000 advisors what it looks like when AI agents extend Redtail across the full advisor workflow. Four days of conversations made one thing clear: the firms growing fastest are the ones that have stopped letting manual work slow them down. ***San Diego Bay, 2,000 advisors, and four days that made one thing clear: the firms growing fastest are the ones that refuse to let manual work slow them down.*** Orion Ascent 2026 had one word running through everything: Relentless. It was the conference theme, Tim Grover's keynote, and honestly, the best description of the advisors we spent four days with at the San Diego Marriott Marquis. These are people who show up every day for their clients with an intensity that does not switch off. The best technology they can find is the technology that matches that energy. Vennela Miryala, our CPO, took the Stage to walk through how firms are extending Redtail with AI agents to grow client capacity. We were on the floor the whole time, talking to advisors, hearing what their days actually look like, and showing what Mili does about it. ## San Diego Bay as a Backdrop Does Something to a Conference There is a reason Ascent keeps growing. The San Diego Marriott Marquis overlooks the bay, and this year Orion took that setting seriously. Select panels and roundtables were held outdoors overlooking the marina. Conversations that might have felt formal inside a ballroom took on a different quality with open air and water in the background. People talk differently when the setting invites it. With 2,000 advisors, asset managers, fintech providers, and firm leaders in attendance, Ascent is one of the few wealth management events that genuinely feels like an industry gathering. The energy on the floor reflected that. Advisors were moving between sessions with purpose, the kind of pace you see when people are getting real value from what they are hearing. The role-based Community Groups, back for a second year after strong feedback in 2025, brought COOs, CTOs, CCOs, and CIOs into curated roundtables built around their specific challenges. These were not panel discussions with a moderator and a clock. They were peer conversations, the kind where people share what is actually working and what is not. For a conference of this size, that intimacy is hard to create. Orion pulled it off. How Top Advisors Are Growing Client Capacity by 20% by Extending Redtail with AI Agents ## Redtail plus AI agents: What that actually unlocks Vennela's session on the Pop Up Stage focused on something specific: what happens when you extend Redtail with AI agents across the full advisor workflow. Redtail is already where a lot of advisor workflow lives. Client records, interaction history, tasks, notes. But right now, getting information into Redtail and keeping it accurate requires someone to put it there. After every meeting, someone updates the contact record. After every life event, someone edits the data. After every call, someone logs the interaction. That work adds up fast across a full book of business. Mili's agents change that equation. The Meeting Agent captures every client conversation in real time, without recording, and pushes the update directly into Redtail with one click. The Data Management Agent keeps client information consistent across the full stack the moment something changes. The Scheduling Agent handles the coordination that used to live in email chains. The result is an advisor who walks into every client meeting already prepared, walks out with nothing left to file or update, and spends their full attention on the relationship. That is a different kind of practice. ## Kiosk 18 and the conversations that matter We spent most of the conference at Kiosk doing what we like best: sitting with advisors and hearing how their days actually look. Ascent draws a specific kind of advisor. Seventeen of the top 20 Barron's RIA firms run on Orion. Nearly a third of all RIAs over one billion in AUM are Orion clients. The people walking the floor are not exploring whether to take technology seriously. They are refining how. What came through in conversation after conversation was the same pattern. Advisors who had their CRM, their planning software, their custodian, their calendar, all running well individually, but still spending significant time being the connector between all of them. Manually moving information from one system to another. Filling in the gaps that the tools leave between them. That is exactly the space Mili is built for. Connecting tools, and handling the work that falls in between. ## Growing client capacity without adding headcount One of the clearest themes across the sessions at Ascent was capacity. Orion's own data showed that their clients achieved organic asset growth nearly 10 percent higher than their peers last year. These are firms that want to serve more clients well, and they are looking for ways to do it without the cost of a one-to-one headcount increase. Mili's agents are built around that exact goal. Each agent handles a complete workflow so that advisors and their teams can take on more without working more hours. The Prospect Research Agent delivers comprehensive background before every prospect meeting automatically, so advisors walk in prepared to build rapport from the first minute. The Onboarding Agent auto-populates account applications, beneficiary forms, and transfer paperwork from a single client profile, compressing weeks into days. The Meeting Agent captures every client interaction in real time, updates Redtail automatically, and has follow-up emails drafted and ready before the advisor has left the room. Together, these agents give an advisor the capacity to serve a larger book with better consistency. That is the growth lever that scales. ## S'mores, 90s pop, and what we are taking home Ascent closed the way it should: s'mores, great conversations, and peak 90s nostalgia courtesy of the POP 2000 Tour at The Rady Shell. Chris Kirkpatrick, LFO, Ryan Cabrera, O-Town, and a crowd of wealth management professionals who clearly had no trouble remembering every word. It was the right kind of ending for a conference built around community. What we are taking home is sharper than a conference summary. It is a clearer picture of what the relentless advisor actually needs: tools that handle the work that should not require a human, so they can give everything to the work that does. The momentum from Ascent is real. The advisors we met in San Diego are ready to build practices that operate at a different level. We are ready to help them get there. *Thank you to the Orion team for an exceptional four days. Already looking forward to what comes next.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Cutting Through the Noise: T3 2026 Signals a New AI Standard for Advisors | Mili" description: "New Orleans, March 2026. Chirag and Joe took the stage at T3's first-ever AI University to show what a connected agent strategy looks like across the full wealth management stack. The 2026 T3/Inside Information Software Survey came back with Mili at the top of its category with an 8.69 user rating, highest across 14+ solutions tracked." url: https://getmili.ai/conferences/cutting-through-the-noise-t3-2026-signals-a-new-ai-standard-for-advisors --- # Cutting Through the Noise: T3 2026 Signals a New AI Standard for Advisors On this page Oasis Group Research New Orleans, March 2026. Chirag and Joe took the stage at T3's first-ever AI University to show what a connected agent strategy looks like across the full wealth management stack. The 2026 T3/Inside Information Software Survey came back with Mili at the top of its category with an 8.69 user rating, highest across 14+ solutions tracked. ***New Orleans. Four days. A survey that put Mili at the top. And a breakout session that had advisors rethinking what an agentic AI strategy actually looks like.*** T3 is the conference where wealth management makes up its mind about technology. Every year, Joel Bruckenstein and Bob Veres release the T3/Inside Information Software Survey, and firms use it to benchmark what they are running against what the industry has decided is worth running. The theme this year was From Noise to Knowledge, and with AI tools multiplying faster than most firms can evaluate them, it was exactly the right framing. Our CEO, Chirag Gandhi and Head of Sales, Joe Holmes took the stage, together breaking down how forward-thinking firms are moving beyond isolated AI tools to a connected agent strategy that spans the entire wealth management stack. ## The industry is past asking why. It is deep into how. T3 opened this year with something it has never done before: a full day dedicated entirely to AI, called AI University. No prior AI or coding experience required. Every session was built around real workflows advisors could take back and use immediately. Joel Bruckenstein framed it simply: not theory, practical implementation. From the AI University session Chirag and Joe took the stage as part of that day, walking through how to build a comprehensive agentic AI strategy for an advisory practice. The session went well beyond meeting notes and follow-ups: how AI agents handle forms, reduce administrative drag, connect workflows across the full stack, and compound in value the more of the practice they touch. What the room revealed was a meaningful shift in where the advisor community is. Two years ago at T3, the early adopters were asking what AI could do. This year, the mainstream was asking how to implement it well: how to sequence a rollout, how to bring a team along, how to measure whether it is actually working. That shift matters. The debate is settled. The work has started. ## What advisors were actually looking for at booth 217 Conversations at the Booth The booth was busy from day one. T3 draws advisors who take technology seriously, and this year the conversations had a different quality to them. Advisors had already seen several AI tools across the exhibit hall and were now doing the harder work of figuring out which ones were actually worth committing to. The question we heard most often: what makes this different from everything else out there? The answer is the same one that shows up in how advisors use Mili every day. AI that handles one part of the workflow is useful. AI that handles prep, real-time notes, CRM update, follow-up drafting, and data sync across every system in the firm, end to end, with no manual steps in between, is a different category. We also reconnected with advisors who had seen Mili at earlier stages and were reacting to how far the product had come. Those conversations are always the most grounding ones. They remind you what you have actually built. ## What the T3 Survey told us about where trust lives The 2026 T3/Inside Information Software Survey tracked 14+ solutions in the AI meeting solutions category. Mili topped user ratings with an average score of 8.69, against a vendor average of 7.26. The survey also found that Mili is strongest with the largest RIAs: firms managing over $100 million in AUM are two to three times more likely to use Mili than other vendors in the category. The T3 survey is built from real advisor feedback over months of actual use. Being recognized as a Mighty Mite in that context, rated highest by the advisors using the product day to day, across a fast-moving and competitive category, is the kind of result that means much. The pattern around large RIAs is particularly telling. Firms managing significant AUM have complex workflows, multiple systems, and high standards for what AI needs to do before it earns a permanent place in the practice. They are deciding. And they are choosing Mili at two to three times the rate of alternatives in the category. ## New Orleans sends you home with more than notes T3 has always had a personality beyond the agenda. New Orleans gave that personality a setting that matched it. Evenings that turned booth conversations into real connections. New faces that became familiar ones quickly. The kind of week where you leave with more energy than you arrived with. What we are taking home goes beyond a conference recap. It is a clearer picture of where the industry is: past the debate, into the build. Advisors who are serious about their practices are making real decisions about AI right now, and the firms that move with intention will define what the next few years look like for everyone else. *Thank you to Joel Bruckenstein, Bob Veres, and the entire T3 team for a week that actually moves the industry forward.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "The eMoney Summit moment that changed everything for advisors | Mili" description: "Mili was the headline sponsor at eMoney Advisor's 12th Virtual Summit. (October 20-22, 2025) This blog reveals the enterprise success story of Robertson Stephens ($8B+ AUM), and why AI agents -not AI tools - represent wealth management's future." url: https://getmili.ai/conferences/emoney-virtual-summit-2025 --- # The eMoney Summit moment that changed everything for advisors On this page Oasis Group Research Mili was the headline sponsor at eMoney Advisor's 12th Virtual Summit. (October 20-22, 2025) This blog reveals the enterprise success story of Robertson Stephens ($8B+ AUM), and why AI agents -not AI tools - represent wealth management's future. 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](https://meetings.hubspot.com/joe1501) and unlock your 25th hour! ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "From the Ocean Stage to the Sand: Mili at Future Proof 2026 | Mili" description: "Huntington Beach, September 2026. Around 5,000+ people from across wealth management, on the sand. Chirag Gandhi and Joe Holmes were there through the four days." url: https://getmili.ai/conferences/from-the-ocean-stage-to-the-sand-mili-at-future-proof-2026 --- # From the Ocean Stage to the Sand: Mili at Future Proof 2026 On this page Oasis Group Research Huntington Beach, September 2026. Around 5,000+ people from across wealth management, on the sand. Chirag Gandhi and Joe Holmes were there through the four days. ## What changed at our booth A year ago the conversations at our booth were about meeting documentation. Advisors wanted the notes handled, and that was most of what they asked about. This year they arrived with work to hand over. The week ran on agentic runs. A run is a piece of work an advisor gives to an agent and gets back finished. Fill this custodial form. Model what happens if the client retires at 65. Build the firm-branded proposal for Thursday. Find the planning opportunities sitting in this household. Advisors brought their own client scenarios and we ran them on the spot. The people who stayed longest were the ones who pulled up a chair after the putt. ## AI stopped being a track The read was the same from every direction. AI was in the sessions and on the floor, and the question had moved. Firms arrived asking how to run the business on AI. A year ago they were asking where AI could sit alongside the work that already existed. Future Proof had built the agenda for that. Five themes, the first of them The AI-Native RIA. The format moved with it. RIA Braintrust put about 30 executives in a room to work a shared problem. Show & Tell had executives walk the room through the operational systems they actually run. A Tech & AI Hub ran live demos through the week. Matt Middleton, who founded Future Proof, described the fifth year as a reset point for the event. Show & Tell is the detail worth keeping. A conference that puts executives on stage to demonstrate their own back office has decided the interesting part of AI is now operational. ## The problem got named as back office Day one on the Ocean Stage brought the launch of an advisor product from one of the general-purpose AI labs, with a custodian and several asset managers named alongside it. Shirl Penney, founder and CEO of Dynasty Financial Partners, asked the room how many advisors joined this industry to spend "80%-plus of your work week on middle and back-office" work. Charlie Rocco, CEO of Moneco Advisors, was in the audience and told InvestmentNews what he wanted out of it: "the ability to, in natural language, query and update all the various systems that we have." Query and update. Those are verbs about systems of record, and they match what advisors were putting in front of us. Kevin Knull, CEO of TaxStatus, gave the sharpest line of the week: "AI doesn't matter if you don't have good data. As much as people are so focused on which AI model they're using and how they're using it, they really need to start with the data first, because if you're using AI on top of bad data, it magnifies the problem." The research agrees with him. F2 Strategy surveyed 40 firms holding $8.6 trillion in May 2026 and found 64% without the unified data infrastructure AI needs. Cerulli surveyed 68 RIAs in May and June 2026 and scored the group at 32 out of 100 on AI maturity. Vanguard released an advisor survey at the festival, fielded in July 2026 across 549 advisors: 38% use AI to draft emails, 35% for research, 27% for meeting notes, and 72% want more time for prospecting and client relationships. Most firms have handed over the writing and kept the operations. ## Breakthru, the sand, and the happy hour The Breakthru meetings were where the detail came out. Two dozen of them, each one a firm walking through what its week actually looks like. They also involved a lot of walking. Finding your table among hundreds of them, on sand, in a crowd, was the running complaint of the festival, and we heard it from nearly everyone who sat down. Good conversations either way. The happy hour was the best part of the week. Advisors came off a long day in the sun, picked up a glass of wine, worked through the charcuterie, and told us how their days go when nobody is presenting. Some of the best talk of the festival happened in that room. The festival itself stayed generous. Sun the whole way through with enough shade to stand in, and somebody brought puppies onto the floor, which pulled a crowd the size of a session. *Thanks to the Future Proof team, and to everyone who came by, sat down for a Breakthru meeting, or stopped by our booth. Until next time.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "The conversations that matter: How FutureProof Festival 2025 confirmed what we already knew | Mili" description: "Huntington Beach, perfect weather, and 5,000 wealth management professionals all discussing the same thing: operational bottlenecks killing their growth. The best conversations? They happened over terrible putts at the Mili booth, where advisors told us they're done waiting for the future. They need solutions now." url: https://getmili.ai/conferences/futureproof-festival-2025 --- # The conversations that matter: How FutureProof Festival 2025 confirmed what we already knew On this page Oasis Group Research Huntington Beach, perfect weather, and 5,000 wealth management professionals all discussing the same thing: operational bottlenecks killing their growth. The best conversations? They happened over terrible putts at the Mili booth, where advisors told us they're done waiting for the future. They need solutions now. ## The Industry's defining moment FutureProof Festival 2025 transformed Huntington Beach Boardwalk into wealth management's most important conversation. September 7-10 saw 80% C-level executives gathering not for theory, but for action. The message was clear: AI has moved from PowerPoint promises to production reality, with firms already saving 11-19 hours per advisor weekly. But here's what really mattered - while speakers debated the future of AI, advisors at our booth were asking about implementation today. The disconnect between stage presentations and boardwalk conversations revealed the truth: the industry is ready to move faster than even the thought leaders realize. Advisors taking a breath with some terrible putts at the Mili booth. ## The productivity paradox and its solution Michael Kitces dropped the conference's most discussed insight: "Tech gives you 3%, teams give you 300%." His research showed solo advisors max out at one-third the revenue of advisors with teams. This sparked a heated debate, but missed the real point. It's not tech versus teams - it's about using tech to multiply team capacity. That's exactly what Mili delivers. Mili’s Meeting Agent doesn't just save the 10+ hours advisors waste weekly on notes and follow-ups. It transforms that time into revenue-generating activities. Multi-billion dollar RIAs using Mili report their advisors now handle 40+ additional client touchpoints monthly - not because they work harder, but because AI handles the grunt work. Think about it: every advisor at FutureProof complained about the same things. Hours reconstructing meeting notes. Days waiting for data updates across systems. Weeks of onboarding new clients. These aren't technology problems - they're workflow problems. And workflow problems need agent solutions. ## The compliance framework that actually works The conference's compliance sessions revealed a critical tension: firms know they need AI, but they're terrified of regulatory risk. Tom Fields from Fynancial warned against banning AI outright: "Your business gets left behind when the RIA down the street implements safe AI and grows quicker." This fear-based paralysis is exactly why we built Mili with compliance at its core. Every interaction is archived. Every output is traceable. Our agents work within your existing compliance framework, not around it. While conference speakers discussed theoretical frameworks, our clients are already running compliant AI workflows. Our Data Management Agent updates information across CRMs, Financial Planning tools & Custodians simultaneously - with full audit trails. No manual entry. No compliance gaps. Just clean, documented processes. The firms winning today aren't waiting for perfect compliance guidelines. They're using solutions built with compliance in mind from day one. ## The consolidation reality and how to survive it Peter Mallouk's prediction sent shockwaves through the conference: "When markets normalize, there will be a mass slaughter." He sees 4-12 mega-firms dominating, with everyone else fighting for scraps. But he revealed the escape route in the same breath - operational efficiency. The firms that survive won't be the biggest. They'll be the most efficient. That's where Mili changes the game. Our Onboarding Agent compresses weeks into days. Instead of 17 different forms and manual data entry across five systems, everything flows automatically. Our clients onboard new accounts 80% faster than their competitors. In Mallouk's consolidation scenario, that's the difference between growth and extinction. Our Scheduling Agent eliminates the 5-7 hours advisors waste weekly on calendar Tetris. Our Prospect Research Agent delivers comprehensive background automatically - no more scrambling on LinkedIn minutes before meetings. These aren't nice-to-haves. They're now survival & growth tools. ## Why traditional tech stacks are already obsolete The most revealing moment came during a panel on technology integration. An advisor stood up and said, "I have 15 different tools that don't talk to each other. Adding AI on top of this mess won't help." He's right. That's why Mili takes a fundamentally different approach. We don't add another layer to your tech stack. We create an agent mesh that connects everything you already have. Our agents work across your entire ecosystem: - Meeting Agent captures conversations and updates your CRM instantly - Data Management Agent syncs changes across all platforms simultaneously - Prospect Research Agent pulls from multiple sources to build complete profiles - Ask Anything Agent pulls any information on demand from your tech stack - Onboarding Agent fills forms and opens accounts from raw conversations While others at FutureProof discussed "future interoperability," our clients already have it. One Mili implementation replaces dozens of point solutions. More importantly, it makes your existing tools actually work together. ## The real transformation happening now Walking the boardwalk, the same pain points emerged in every conversation. But what struck us was the gap between problems and solutions. Advisors described workflows that take hours. We've already automated them down to minutes. Take meeting workflows. The traditional approach: take notes, type them up, update CRM, draft follow-ups, create tasks, schedule next steps. That's 2-3 hours per meeting. Our Meeting Agent handles everything in real time. No post-meeting work. No missed details. Just complete, actionable intelligence delivered automatically. Or consider client onboarding. Conference speakers celebrated reducing account opening from 45 to 17 minutes. Our Onboarding Agent does it in under 5. The difference? We don't just digitize forms. We eliminate them. Data flows from prospect to client without manual intervention. This isn't an incremental improvement. It's operational transformation. And it's available today. ## The agent revolution is already here The conference kept talking about 2026 as the "year of AI agents." But for Mili clients, 2026 arrived months ago. Our specialized agents don't just assist - they execute: - **Meeting Agent**: Captures everything, identifies opportunities, updates systems, creates follow-ups - **Scheduling Agent**: Handles all coordination, eliminates back-and-forth, protects advisor time - **Data Management Agent**: Syncs across platforms, maintains a single source of truth, and ensures accuracy - **Onboarding Agent**: Automates account opening, document collection, and form filling - **Prospect Research Agent**: Delivers comprehensive backgrounds, identifies connections, and prepares talking points Each agent handles specific workflows completely. Together, they transform operations entirely. This is the "agent mesh" architecture that conference speakers described as the future. For our clients, it's the present. ## The competitive reality no one wants to discuss Here's what FutureProof speakers wouldn't say directly: the advisors adopting AI agents today will dominate tomorrow. The efficiency gap is too large to overcome through traditional means. Consider two RIAs, identical in every way except that one uses Mili. The Mili firm handles twice the meeting volume with better preparation. Onboards clients 80% faster. Never loses track of tasks or follow-ups. Spends zero time on data entry. Over a year, that efficiency compounds. More clients served. Higher satisfaction. Better margins. Faster growth. The non-Mili firm can't compete on service, speed, or scale. This isn't speculation. We see it happening with our clients daily. Multi-billion-dollar RIAs and solo practitioners alike are pulling away from their competition. Not through harder work, but smarter workflows. ## Your choice: Transform now or play catch-up forever FutureProof 2025 made one thing crystal clear: the transformation isn't coming - it's here. The advisors filling those boardwalk sessions weren't there to debate. They were there to decide. The decision is simple. Stick with current workflows and watch competitors pull away. Or deploy AI agents and reclaim your time, scale your practice, and deliver the experience clients expect. At our booth, advisors kept saying the same thing: "I've been waiting for this my entire career." They're done waiting. They're ready to transform. The question is: are you? The wealth management industry is splitting into two groups - those using AI agents and those losing to them. Every day you wait, the gap widens. Every manual workflow you maintain is time your competitors are spending with clients. Ready to join the advisors who've already transformed their practices? See how Mili's AI agents are delivering tomorrow's efficiency today. [Book your demo today](https://meetings.hubspot.com/joe1501)! ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Inside the Beltway, Outside the Ordinary: What SYNERGY26 revealed about where wealth management and AI are heading together | Mili" description: "Washington DC, June 2026. Three days at the JW Marriott, steps from the White House, where the conversations about AI in wealth management ran right alongside the ones about regulation, policy, and what the next decade looks like for independent advisors." url: https://getmili.ai/conferences/inside-the-beltway-outside-the-ordinary-what-synergy26-revealed-about-where-wealth-management-and-ai-are-heading-together --- # Inside the Beltway, Outside the Ordinary: What SYNERGY26 revealed about where wealth management and AI are heading together On this page Oasis Group Research Washington DC, June 2026. Three days at the JW Marriott, steps from the White House, where the conversations about AI in wealth management ran right alongside the ones about regulation, policy, and what the next decade looks like for independent advisors. SYNERGY26 is TradePMR's flagship conference for independent advisors, and this year it landed in Washington DC with a speaker list that reflected the moment the industry is in. Robb Baldwin, Founder and CEO of TradePMR, opened the conference with a session on the firm's direction and the combined vision of TradePMR and Robinhood for independent advisory. From there, the agenda moved across product innovation, regulatory landscape, digital assets, and the practical realities of running an RIA in 2026. ## When the agenda runs from the SEC to the Treasury to the main stage Holding SYNERGY in Washington DC was not a neutral choice. The conference opened with Dan Gallagher, Chief Legal, Compliance and Corporate Affairs Officer at Robinhood and a former SEC Commissioner, setting the agenda on regulation, innovation, and market structure. Day three included a fireside chat with SEC Commissioner Mark Uyeda and a session with Luke Pettit, Assistant Secretary for Financial Institutions at the U.S. Department of the Treasury. For an industry that navigates compliance as a daily reality, having that regulatory perspective embedded in the conference agenda rather than treated as a side conversation was meaningful. The welcome reception at the Hay-Adams Hotel rooftop, with views of the White House, set the tone: this was a gathering that understood the stakes. Robb Baldwin's opening session, Purpose. Scale. Lead: The Path Forward, covered the intersection of the TradePMR and Robinhood combination and what it means for independent advisors. His conversation with Steve Quirk, Chief Brokerage Officer at Robinhood, explored how innovation, access, and technology will shape the advisory experience over the next five to ten years. For TradePMR advisors in the room, this was a direct look at the direction of the platform they run their practice on. ## The Workflow That Gives Advisors Their Hours Back Chirag's session was titled Beyond Meeting Notes: How Advisors Are Growing Client Capacity by Using AI Agents. The session was built around a straightforward premise: the advisors growing fastest are the ones who have automated the full workflow around every client interaction, not just one part of it. Prospect research, real-time documentation, CRM sync, follow-up drafting, data management across systems, handled by agents working together, end to end. The demo walked through what AI agents actually do across the full client lifecycle: prospect research delivered before the first meeting, real-time documentation during the meeting without recording, one-click CRM updates and data sync across systems after, follow-up emails drafted in the advisor's own tone, and meeting prep for the next conversation generated automatically from everything in the system. TradePMR is one of Mili's custodian integrations, which meant every step of the workflow connected directly to what advisors in that room were already running their practices on. Mike Bard at Sum Planning has taken on 25 more clients per advisor since deploying Mili. For a room of RIA advisors thinking about how to grow without proportionally growing headcount, that number anchored the conversation. ## The Panel The mainstage session on Day three brought Chirag onto a panel moderated by Timothy Welsh, President, CEO and Founder of Nexus Strategy, alongside John Mackowiak, Chief Revenue Officer at Advyzon, and Korrine Kohm, Head of Wealth Management at altPilot Group. The session was titled From Insight to Execution: Harnessing AI While Managing Compliance Risk, and it ran for an honest hour on the question every firm is wrestling with: how do you use AI without creating compliance risk you cannot defend. John put the industry plainly: somewhere in the wild, wild west. Adoption is real, and so is the noise. His advice to firms: back up your source data like an insurance policy, because nobody knows what the stack looks like in ten years. Korrine reminded the room that an AI tool is only as good as the human supervising it. The SEC wants to know who verified the output and whether firms have inventoried what their teams are already using. Her practical starting point: an acceptable-use policy and real vendor due diligence under Reg S-P, before an exam forces the question. Chirag tied it together with a framing that cuts through a lot of the AI noise: the technology right now is middle to middle, not end to end. You still feed the data in and verify what comes out. So the real opportunity is not doing more with less, but way more with more. And the right way to think about it: you never blamed the calculator for a bad trade or the spreadsheet for a recommendation. For Mili, compliance is not a feature. It is how the product was designed. No recordings stored. Full audit trails on every interaction. Client data that never touches an AI model. The architecture answers the compliance question before it gets asked. ## Militinis, DC, and the conversations that actually stick We hosted our own happy hour during SYNERGY26 and the advisors who came brought the kind of energy that makes these events worth going to. Militinis in hand, the conversations moved off the conference floor and into the real stuff: what is actually working in their practices, where the friction still lives, and what they are trying to figure out next. There is something about stepping away from the formal programme that changes how people talk. The questions get more specific. The answers get more honest. We heard about advisors who had already started deploying AI agents and were thinking about how to scale it across their team. Others who were earlier in the process and wanted to understand what the right starting point was. All of them were engaged, curious, and moving with purpose. Those are the conversations that keep us building. Not the feature requests, but the full picture of what an advisory practice actually looks like day to day and where Mili fits into it. *Thank you to the TradePMR team for three days that lived up to the city they chose for it. Already looking forward to what comes next.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili at Advyzon 2025: Transforming advisor workflows with AI | Mili" description: "Advyzon Conference 2025 brought advisors looking for tools that work with their CRM, not around it. Mili's Meeting Agent showed what seamless integration looks like real-time notes, follow-ups, and CRM updates in one flow. One advisor's take after testing: \"It's accurate, it caught everything, and it just gets what we need.\"" url: https://getmili.ai/conferences/mili-at-advyzon-2025-transforming-advisor-workflows-with-ai --- # Mili at Advyzon 2025: Transforming advisor workflows with AI On this page Oasis Group Research Advyzon Conference 2025 brought advisors looking for tools that work with their CRM, not around it. Mili's Meeting Agent showed what seamless integration looks like real-time notes, follow-ups, and CRM updates in one flow. One advisor's take after testing: "It's accurate, it caught everything, and it just gets what we need." In January 2025, Mili participated in one of the most anticipated events in the wealth management space - the Advyzon Conference. Hosted by Advyzon, a leading CRM platform for wealth advisors, the conference is known for its focus on integrating cutting-edge technology with the core functions of financial advising. It’s a gathering point for advisors, fintech innovators, and thought leaders who share a common goal: to leverage technology in improving client service and operational efficiency. For Mili, this was the perfect opportunity to showcase how our AI-powered Meeting Agent is transforming advisor workflows by automating workflows like meeting note-taking, follow-ups, client emotions, and client reminders - all in real-time. As wealth advisors seek to work more efficiently and scale their impact, Mili’s presence at the conference wasn’t just about offering time-saving tools. It was about empowering advisors to engage with clients more effectively, focus on the human aspects of their work, and drive better client outcomes. ## Mili’s role at Advyzon 2025: A fresh approach to AI-Driven efficiency The atmosphere at Booth 311 was filled with excitement as advisors walked through the doors of the Advyzon conference looking for solutions that could streamline their busy practices. With increasing demands on their time and a growing need for personalized client engagement, advisors were eager to experience the power of Mili’s AI-powered Meeting Agent. The buzz around the booth focused on a common question: “How does Mili integrate with Advyzon?” The answer was simple: effortlessly. Mili’s Meeting Agent integrates seamlessly with Advyzon, offering a one-stop solution for advisors to not only automate administrative tasks but also to enhance the quality and effectiveness of client meetings. But Mili’s value extends beyond just time savings. While it’s true that our AI agents help advisors save hours by automating meeting notes and follow-ups, the real value lies in the accuracy and context our AI provides during meetings. Advisors who experienced Mili in action found that it wasn’t just about reducing administrative overhead; it was about improving the accuracy of meeting notes, creating actionable insights in real-time, and ensuring no detail was missed. ## Real-Time feedback: What advisors are saying The feedback from advisors who tested Mili’s Meeting Agent at the conference was overwhelmingly positive. Many attendees mentioned how Mili’s AI-driven meeting summaries felt natural and intuitive. One advisor remarked, “It’s accurate, it caught everything, and it just gets what we need.” Another said, “This is amazing! It’s not just about saving time - it’s about making my meetings more effective and ensuring nothing slips through the cracks.” These reactions are a testament to how Mili’s AI agents are not just performing rote tasks but transforming the way advisors interact with their clients. Our technology doesn’t replace the human connection; instead, it frees up valuable time for advisors to focus on deeper, more meaningful conversations. By automating note-taking and follow-ups, Mili helps advisors gain clarity, build trust with clients faster, and improve their overall workflow efficiency. Advisors experiencing Mili live during the Advyzon Conference ## The bigger picture: How Mili enhances advisor workflows At Mili, we understand that financial advisors are not just seeking time-saving tools. They are looking for solutions that help them work smarter, not harder. This is where Mili’s AI Meeting Agent truly shines. While many AI tools focus on automating administrative tasks, Mili goes a step further by enabling real-time insights and actionable data that advisors can use to engage clients more effectively. For instance, Mili’s AI agents can analyze meeting discussions and automatically surface the next best actions - whether that’s scheduling a follow-up, drafting an email, or flagging important tasks in the CRM. This level of intelligence doesn’t just streamline workflows - it improves decision-making, helping advisors stay one step ahead of their clients’ needs. Advisors no longer have to sift through piles of notes or worry about forgetting important details. Instead, they can rely on Mili to provide instant summaries that are always accurate and contextualizedgiving them more time to focus on what truly matters: building relationships with their clients. ## Vision for the future: AI-Powered client engagement Looking ahead, we see a future where AI plays a pivotal role in transforming the wealth management industry. The most successful advisory firms in 2030 will be those that integrate AI into every aspect of their operations - not as a replacement for human judgment but as a way to enhance and scale it. Mili is committed to helping advisors achieve this future by providing AI agents that do more than just automate tasks. Our agents are designed to help advisors deliver faster, more accurate insights while ensuring that human empathy remains at the core of every client interaction. As AI technology advances, we envision a world where AI-driven tools will amplify advisors’ ability to serve clients, enabling them to work more efficiently while offering deeply personalized financial advice. At Mili, we’re just getting started. With real-time meeting intelligence, seamless CRM integrations, and advanced AI-powered workflows, we are empowering advisors to provide proactive, personalized service at scale. The future of wealth management is about AI and human collaboration, and we are proud to be at the forefront of this evolution. ## Conclusion: Mili's Impact at Advyzon 2025 The Advyzon 2025 Conference was an incredible opportunity for Mili to showcase how AI is transforming the role of financial advisors. From the positive reactions we received at our booth to the genuine feedback from advisors who experienced our Meeting Agent firsthand, it’s clear that the future of wealth management lies in efficiency, accuracy, and deeper client relationships. Mili’s AI tools are not just about saving time - they’re about helping advisors make smarter decisions, engage clients more effectively, and build trust in new and innovative ways. As we look to the future, we’re excited to continue working alongside advisors to redefine how wealth management works - powered by AI and driven by human empathy. If you didn’t get a chance to see Mili in action at Advyzon, [*request a demo*](https://meetings.hubspot.com/joe1501) to learn how our Mili can transform your advisor workflow. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili at FutureProof Citywide 2025: The game-changer advisors didn’t know they needed | Mili" description: "FutureProof Citywide 2025 brought top advisors to Miami Beach's Fintech Alley. At Booth 311, Mili ran live demos of its Meeting Agent. One advisor's reaction after testing: \"We spent months with other notetakers, but none answered our compliance questions. Mili - this is it.\"" url: https://getmili.ai/conferences/mili-at-futureproof-citywide-2025-the-game-changer-advisors-didnt-know-they-needed --- # Mili at FutureProof Citywide 2025: The game-changer advisors didn’t know they needed On this page Oasis Group Research FutureProof Citywide 2025 brought top advisors to Miami Beach's Fintech Alley. At Booth 311, Mili ran live demos of its Meeting Agent. One advisor's reaction after testing: "We spent months with other notetakers, but none answered our compliance questions. Mili - this is it." 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. The Mili team at FutureProof Citywide 2025 ## 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. Advisors experiencing the power of Mili at FutureProof Citywide 2025 ## 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](https://meetings.hubspot.com/joe1501) today to learn more and experience the future of financial advising. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili at the Wealthies 2026: A finalist in AI Workflow Automation | Mili" description: "New York, September 2026. Mili Office was a finalist at the Wealth Management Industry Awards in Technology Providers, Artificial Intelligence, Workflow Automation. Chirag Gandhi and Joe Holmes spent the day at Cipriani 42nd Street and at the executive sessions that ran before it. Congratulations to all the finalists and winners!" url: https://getmili.ai/conferences/mili-at-the-wealthies-2026-a-finalist-in-ai-workflow-automation --- # Mili at the Wealthies 2026: A finalist in AI Workflow Automation On this page Oasis Group Research New York, September 2026. Mili Office was a finalist at the Wealth Management Industry Awards in Technology Providers, Artificial Intelligence, Workflow Automation. Chirag Gandhi and Joe Holmes spent the day at Cipriani 42nd Street and at the executive sessions that ran before it. Congratulations to all the finalists and winners! The twelfth Wealthies program drew 1,392 nominations from 508 companies, up from 1,210 the year before and close to four times the 350 submitted in the program's first year in 2015. Finalists came from 315 companies across 107 categories. Nearly 40% of the submissions covered initiatives that did not exist the year before. ## What the category sheet says about the work Artificial Intelligence carries three separate categories at the Wealthies now: Marketing and Lead Generation, Meeting Support, and Workflow Automation. Informa added Advisor Intelligence Platforms as one of seven new categories for 2026, and those seven pulled 142 nominations between them. Informa's definition of Workflow Automation sets out what the judges were scoring: entries built to "identify bottlenecks, provide business and operational analytics, as well as reporting, financial planning and portfolio construction." Every item on that list sits in operations. An AI data extraction entry took the Document Management category. Advisor Intelligence Platforms exists as a category because firms want their own operations read back to them. Each of those jobs has a different owner. Account opening belongs to operations. Data accuracy belongs to the client service associates. Reporting belongs to the COO. The awards score them separately because firms buy them separately. ## The afternoon at Convene The gala followed an afternoon of executive sessions at Convene 360 Madison Avenue, and the afternoon is where the operating questions got asked. David Armstrong and Erinn Ford of Osaic opened the day. A CEO panel with Shannon Spotswood of RFG Advisory, Mike LaMena of Wealthspire and Rick Kent of Merit Financial Advisors worked through the risks pressing on the RIA model and what firms want from vendors now. The 90 minutes after that ran as executive roundtables under one title: AI's Impact on Wealth Management and the Delivery of Advice. The published topic list names five things executives sat down to compare: AI adoption, organic growth, workflow automation, cybersecurity, and technology rationalization. Technology rationalization sitting in that list alongside AI adoption is the detail worth keeping. Firms are adding agents and cutting tools in the same budget cycle, and the question on those tables was which systems the agents make unnecessary. ## The show of hands The afternoon Think Tank, "Leaning Into the Human: Building the Advisory Firm of the Future in an AI-Driven World," took on what happens to the talent pipeline when entry-level work gets automated. Suzanne Siracuse asked the firm leaders in the room whether they had AI-enabled role-play agents in house to train new advisors. Patrick Donachie of WealthManagement.com reported the answer: most said they did not, though a few had made tentative steps. That is a straight read on adoption depth at firms large enough to be in that room. The category sheet says AI has arrived in advisor workflows. The show of hands says most firms have applied it to client work and have barely started on their own people. George Nichols, President and CEO of The American College of Financial Services, described what he wants built: "I hope we can create a simulator no different than we create a simulator for a 747. I would never put you in a real 747 and let you practice. But I'll let you in a simulator, and you can crash it every single day. But then I'm going to be able to teach you every single day about what you're doing right and wrong." Kristy Archuleta, Professor of financial therapy and financial planning at the University of Georgia, put the gap plainly: "How are we ethically doing our job as fiduciaries to be able to talk to our clients when we're not training our students to do that?" ## What we took from the night Two kinds of firm filled that building. One had already handed over whole processes, account opening through to funding, client data kept current across every system, and was asking what to rationalize next. The other was still choosing a first task. Closing the distance between them is the next two years of this industry, and the category sheet is a decent map of where the work goes. Wealth Management also introduced the Tina Powell Inspiration Award, to be given each year to someone who shows the generosity and service to others that Powell showed across two decades here. An industry that hands out 107 awards for what companies built is right to keep one for how a person carried themselves. *Thank you to David Armstrong, Shannon Rosic and the Wealth Management team for the evening, and to everyone who pulled us aside between the forums and the gala to talk about their practice.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili takes home the People's Choice Award at Wealth Management EDGE 2025 | Mili" description: "We're thrilled to share some incredible news from the wealth management world's premier event - Mili won the People's Choice Award at the WealthStack demos during Wealth Management EDGE 2025!" url: https://getmili.ai/conferences/mili-takes-home-the-peoples-choice-award-at-wealth-management-edge-2025 --- # Mili takes home the People's Choice Award at Wealth Management EDGE 2025 On this page Oasis Group Research We're thrilled to share some incredible news from the wealth management world's premier event - Mili won the People's Choice Award at the WealthStack demos during Wealth Management EDGE 2025! ## A victory for advisors everywhere Last week at The Boca Raton Resort in Florida, something special happened. In a room full of 2,000+ wealth management decision-makers, we demonstrated how AI agents can handle the tasks that eat up advisors' days. The response? Overwhelming ## The competition was fierce Wealth Management EDGE brings together the industry's top players. This year's WealthStack demos featured an impressive lineup, including Addеpar, Zocks, BILL, Milemarkеr, WеalthFееd, Zеplyn, EncorEstatе Plans, Altrata, and more - all competing for the attention of the best advisors and RIA firms across the States. Each company had its moment to shine. But when it came time to vote, advisors sent a clear message about what they really needed. ## What made the difference In front of industry veterans and thought leaders - including judges Amy DeTolla, Tim Welsh (CFP), and Jason M. Pereira - we demonstrated something revolutionary: AI agents that actually handle the tasks advisors hate. We showcased how Mili's suite of specialized agents work together: - Scheduling Agent: End the endless back-and-forth emails with prospects - Prospect Research Agent: Get comprehensive background intel delivered automatically - Onboarding Agent: Open new accounts in days, not weeks - Data Management Agent: Update client info across all systems with two clicks No bots joining meetings. No recordings to manage. Just AI agents quietly handling hours of busy work in the background. The response was overwhelming. More than 50% of the audience voted for Mili - that's more votes than all other competitors combined. As one LinkedIn post noted: > "Even in a field stacked with established wealth tech players like BILL, Addеpar and notable AI companies, we were encouraged by the response." ## Why this matters This isn't just an award for us - it's validation that advisors are ready to delegate the tasks that steal their time. They're tired of: - Manually updating the same information across multiple systems - Spending hours on administrative tasks instead of client relationships - Scrambling to research prospects before meetings - Waiting weeks to onboard new clients The advisors at EDGE recognized that Mili offers something different: an AI workforce that handles the grunt work so they can focus on what only humans can do - build trust, provide wisdom, and guide families through life's biggest financial decisions. ## The road ahead This win marks a pivotal moment as we expand our AI agent suite across the entire wealth management stack. We're not just building another tech tool - we're creating the AI workforce that lets advisors be more human, not less. ## Experience the difference Want to see why advisors chose Mili? Join the hundreds of RIA firms already transforming their practices with our AI agent suite. ## Book [a demo today](https://meetings.hubspot.com/joe1501) and discover how you can: - Delegate hours of busy work to specialized AI agents - Open new accounts 80% faster - Walk into every prospect meeting fully prepared - Get 30+ hours back every month ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "The Inflection Point: How RIA Edge Summit 2025 confirmed AI agents are taking over wealth management | Mili" description: "RIA Edge Summit 2025 had 250+ wealth management leaders in Marina del Rey. The headline stat: 60% of advisors are using or planning to use AI within 12 months. The bigger story? A three-stage evolution - Note Takers to Agents to Digital Workers - that's moving faster than anyone expected." url: https://getmili.ai/conferences/ria-edge-2025 --- # The Inflection Point: How RIA Edge Summit 2025 confirmed AI agents are taking over wealth management On this page Oasis Group Research RIA Edge Summit 2025 had 250+ wealth management leaders in Marina del Rey. The headline stat: 60% of advisors are using or planning to use AI within 12 months. The bigger story? A three-stage evolution - Note Takers to Agents to Digital Workers - that's moving faster than anyone expected. Picture this: 250 top decision-makers of wealth management industry packed into a Marina del Rey ballroom. Ashley Longabaugh, Head of Wealth Management at Celent, drops a stat that gets everyone's attention: 60% of advisors are using or planning to use AI tools in the next 12 months. But here's what really turned heads - she showed a slide mapping AI's evolution in our industry. Note Takers (2025) → Agents (2026) → Digital Workers (2027). The room went quiet. Everyone realized we're not talking about some distant future anymore. This was RIA Edge Summit 2025, and the conversation had fundamentally shifted. Nobody was asking "Should we use AI?" anymore. They were sharing battle stories about implementation. The panel with Ashley Longabough, Taylor Matthews and others. ## The three-stage evolution that changes everything John O'Connell, Founder and CEO of The Oasis Group, crystallized what everyone was thinking: "2026 is going to be the year of AI agents. An agent takes action on your behalf to execute multi-step work." The evolution is clear: **Stage 1: Note Takers (2025)** - Basic AI that transcribes meetings. Most advisors are here. **Stage 2: Agents (2026)** - AI that actually does things. searches documents, updates your CRM, syncs data across the tech-stack, schedules follow-ups automatically, and more. **Stage 3: Digital Workers (2027)** - Multiple agents working together. O'Connell's prediction? "They're only going to need a human when you tell them to need a human." The fascinating part? While the conference positioned Stage 2 as next year's innovation, we're already seeing AI agents for wealth advisors in action today. Our Meeting Agent doesn't just take notes - it identifies client DNA, surfaces revenue opportunities, and creates actionable intelligence. That's 2026 happening now. ## The reality check that shocked everyone Channing Olson, Managing Director at Wealthspire, delivered the conference's most sobering insight: **his team spent an entire year preparing before launching their first AI agent.** Not building - preparing. Cleaning data. Documenting 40+ processes. Starting with single-task agents. Meanwhile, Cambridge Investment Research showed what's possible: they built an AI tool that cut account opening from 17 minutes to seconds. Jordan Hutchinson from RFG Advisory put it simply: "All the advisor needs to do is bring a client a DocuSign. The AI handles everything else." This paradox - year-long preparation versus instant results - reveals the real challenge. **The technology works. The question is implementation.** That's why we built Mili differently. Our agents adapt to your existing setup from day one. No year-long data cleanup. No process documentation marathons. While others prepare, our clients are already automating. Mili’s Data Management Agent eliminates the 5-7 hours advisors waste weekly on manual data updates. The Onboarding Agent turns weeks into days. The Meeting Agent captures real-time notes and updates information across your CRM, financial planning tool, custodian, and more! ## The workforce conversation that needed to happen Taylor Matthews, CEO of Farther (zero to $6 billion AUM in five years), addressed what everyone was thinking: **"The goal of AI is to drive efficiency and growth. It's not to eliminate a person, it's to avoid having to hire that next admin so quickly. AI is designed to elevate, not eliminate."** Andree Mohr from Integrated Partners was refreshingly direct: "We had intentional conversations with people who could see their roles would be replaced about how we can make them more impactful doing higher-value work." This elevation philosophy drives everything at Mili. When operations teams use our Meeting Agent, they stop being note-takers and become strategic advisors. They're identifying opportunities, not transcribing conversations. It's the difference between data entry and client strategy. ## The unstructured data breakthrough Jordan Hutchinson from RFG Advisory captured the industry's core challenge: **"We're drowning in data, but we're starved for wisdom."** Previous technology only handled structured data - portfolio values, account numbers. But 90% of an advisor's day is unstructured - emails, conversations, notes. Generative AI changes that game entirely. This is why our Prospect Research Agent transforms preparation. Instead of scrambling on LinkedIn before meetings, advisors get a comprehensive background delivered automatically. Business moves, family milestones, shared connections - context that turns cold meetings warm. The panel that confirmed AI Agents as the future of wealth management. ## The agent-to-agent future is closer than you think Vladimir Voyuts from Dynasty Financial Partners painted the endgame: **"Agent-to-agent communication will become standard."** Your scheduling agent is talking to your custodian's agent. Your CRM is coordinating with your planning software. An ecosystem of AI agents eliminating friction across the entire wealth management stack. We're already building these connections. Mili seamlessly integrates with CRMs, Financial Planning tools, Custodians, and more. The firms with interconnected agents will operate at a fundamentally different efficiency level. ## The competitive reality: Move now or fall behind The conference's underlying message was stark: this isn't optional anymore. As one speaker warned, "The issue isn't being replaced by AI. It's being out-competed by advisors who use AI better." The timeline is compressed: - **Right now**: AI note-taking is table stakes - **Next 12 months**: Deploy operational agents or fall behind - **By 2027**: Digital workers become the norm But here's what matters most: the gap between early adopters and laggards is widening daily. The 60% adopting AI aren't experimenting - they're transforming. They're delivering better client experiences, operating more efficiently, and growing faster. At our Table #10 booth, advisors weren't asking "Is AI secure?" anymore. They asked, "How quickly can we implement?" and "Which process should we automate first?" The shift from skepticism to urgency was palpable. ## What this means for your firm today RIA Edge Summit 2025 will be remembered as the moment wealth management stopped debating AI and started racing to implement it. For those ready to move, the path is clear: - Start where you have the most pain (usually meeting notes or scheduling) - Focus on elevation, not replacement, with your team - Choose solutions that work with your existing setup - Build momentum with quick wins At Mili, we're helping hundreds of RIA firms live in 2026 today. While others discuss what's coming, our clients are already there - automating workflows, elevating their teams, and focusing on what truly matters: their clients. The agent revolution isn't coming. It's here. And the firms that move now will define the industry's next decade. *Ready to see what 2026 looks like today? Discover how*[*Mili's AI agents for wealth advisors*](https://meetings.hubspot.com/joe1501)*are transforming RIA firms across the country.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Shaping the future of advice delivery: A recap of the advice engagement mastermind with Asset-Map | Mili" description: "In the summer of 2025, Mili co-hosted the Advice Engagement Mastermind with Asset-Map, a pivotal event that brought together 48 thought leaders from across the wealth management industry. These leaders, representing advisors, technology firms, custodians, educators, and data experts, gathered for a day of deep, intentional conversations about the future of financial advice. The venue, a 100-year-old arts warehouse in Philadelphia, set the stage for one of the most important dialogues in our industry today." url: https://getmili.ai/conferences/shaping-the-future-of-advice-delivery-a-recap-of-the-advice-engagement-mastermind-with-asset-map --- # Shaping the future of advice delivery: A recap of the advice engagement mastermind with Asset-Map On this page Oasis Group Research In the summer of 2025, Mili co-hosted the Advice Engagement Mastermind with Asset-Map, a pivotal event that brought together 48 thought leaders from across the wealth management industry. These leaders, representing advisors, technology firms, custodians, educators, and data experts, gathered for a day of deep, intentional conversations about the future of financial advice. The venue, a 100-year-old arts warehouse in Philadelphia, set the stage for one of the most important dialogues in our industry today. Advice Engagement Mastermind wasn’t just another industry conference; it was a collaborative experiment to rethink the future of advice delivery. Instead of panels and speeches, six roundtables of eight participants each were moderated to explore a singular question: *What will financial advice delivery look like by 2030?* The panel at Advice Engagement 2025 ## Rewriting the playbook of financial advice The *Advice Engagement* Mastermind wasn’t simply a brainstorming session - it was a direct response to a rapidly changing financial landscape. As technology continues to evolve, the question of how financial advice should be delivered becomes critical. And while AI will play an increasingly important role, the consensus at the event was clear: technology will not replace the human advisor - it will amplify their capacity to engage, empathize, and make decisions with greater speed and precision. For Mili, this insight was integral. Our goal has always been to develop AI-powered solutions that support the advisory profession, not to replace the invaluable human judgment and empathy that advisors bring to their clients. Mili’s advanced AI agents are designed to streamline time-consuming administrative tasks, including note-taking, meeting preparation, follow-ups, and data management. This allows advisors to focus on what truly matters: the human connection that underpins all successful financial planning. ## A day of deep conversations and insights The *Advice Engagement* event was a rare opportunity to sit at the table with industry leaders from all walks of wealth management, each contributing their unique perspective on how technology will shape the future of the profession. The key themes that emerged during the event, as captured in our discussions, were nothing short of transformative. Four major insights dominated the day: - The machine disappears into trust Advisors will no longer be judged by their technology stack or the number of systems they use. Instead, they will be judged by their ability to build trust with clients. As technology becomes more embedded in the background, the human advisor will be the one who creates lasting relationships by simplifying complexity and ensuring clients feel heard. Technology will be the invisible force behind these engagements, freeing advisors from administrative burdens, allowing them to focus on the emotional and relational aspects of the financial planning process. - Empathy Becomes the Operating System One of the most compelling takeaways from the event was that the future of advice will be driven by empathy and not just data. As the event’s discussions revealed, technology will be the enabler, but the advisor’s ability to engage with empathy and provide human context will be the differentiator. Advisors will need to master the art of translating complex financial concepts into something simple, actionable, and emotionally resonant for their clients. - The 1:1 Ratio Emerges Rather than imagining a world where AI replaces advisors, the conversation at the event leaned toward a 1:1 ratio between advisors and AI. One human advisor, paired with one AI assistant, will be able to deliver exponentially better service, managing more clients with higher emotional bandwidth. As one participant from the event aptly put it, “AI is the scale enabler. It makes advisors more human.” This ratio is what will define the firms that succeed in 2030. - Speed = Trust Trust has always been the cornerstone of advisory work, but in the fast-paced world of 2030, speed will be a key measure of trust. The ability to respond quickly and provide clarity in moments of uncertainty will become a competitive differentiator. As clients demand more proactive, on-demand services, advisors who can provide advice in real-time will be the ones who win. AI will play a key role in helping advisors respond faster, automate routine tasks, and prepare for meetings in ways that were previously time-intensive. ## Mili’s role: AI as the amplifier of human judgment At Mili, we believe that AI will serve as an amplifier of human judgment, not as a replacement for it. We’ve spent months building intelligent agents that help advisors take back time from mundane tasks, allowing them to focus on what matters most: building trust, providing clarity, and engaging with clients on a deeply human level. The *Advice Engagement* discussions reinforced this vision, showcasing the undeniable value of blending AI with human expertise. Advisors, armed with Mili’s AI-powered tools, will be able to automate not just mundane tasks, but also complex workflows - enhancing their ability to serve clients at scale without compromising on the empathy and trust that their clients demand. ## Building the human-AI collaboration for 2030 As we look ahead to 2030, we see the financial advisory profession evolving into a hybrid of technology and empathy. The most successful firms will be those that embrace technology as a tool to amplify human connection - not replace it. The winning firms will automate the friction out of their people’s day, not the people out of the process. These firms will see AI as an amplifier of judgment, not a substitute for it. ## A vision for the future of financial advice The future of advice is not about more data or better technology; it’s about meaningful human connections powered by intelligent systems that work in the background. As Mili continues to innovate and develop AI agents for wealth management, our focus will remain on making technology invisible - allowing advisors to do what they do best: connect with clients, understand their goals, and provide actionable, emotionally resonant advice. We are proud to have been part of the *Advice Engagement* Mastermind, a forum that reimagined the future of advice delivery. The insights shared during this event will continue to shape Mili’s product development and our commitment to helping advisors serve their clients in the most meaningful and human-centered way possible. ## Closing thoughts: Staying engaged in the future of advice The *Advice Engagement Mastermind* was only the beginning. As we look ahead to the next five years, we are more convinced than ever that the role of technology in advice delivery will be defined by how well it enhances human relationships. Advisors who can balance technology with empathy, clarity, and speed will be the ones who succeed in the next decade. As we continue to build and refine our AI-powered tools at Mili, we remain committed to being part of the conversation that will shape the future of advice delivery. We encourage all financial professionals to engage, share insights, and collaborate as we move toward 2030 - because the future of advice will be defined by community, trust, and the perfect blend of human and machine. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "The New Standard: How the RIA Technology and Practice Management Summit 2026 confirmed that AI agents are now a core part of how advisory firms run | Mili" description: "New York, February 2026. Chirag and Joe took the floor at the inaugural RIA Technology and Practice Management Summit to run a live demo for 100+ senior RIA executives — from prospect research to post-meeting sync across the full agent suite. The question that landed hardest in the room: how long does setup take? Thirty minutes." url: https://getmili.ai/conferences/the-new-standard-how-the-ria-technology-and-practice-management-summit-2026-confirmed-that-ai-agents-are-now-a-core-part-of-how-advisory-firms-run --- # The New Standard: How the RIA Technology and Practice Management Summit 2026 confirmed that AI agents are now a core part of how advisory firms run On this page Oasis Group Research New York, February 2026. Chirag and Joe took the floor at the inaugural RIA Technology and Practice Management Summit to run a live demo for 100+ senior RIA executives — from prospect research to post-meeting sync across the full agent suite. The question that landed hardest in the room: how long does setup take? Thirty minutes. *New York, February 2026. 100+ senior RIA executives spent a full day working through one question: what does it actually look like when AI handles the full advisor workflow?* Portfolio Summits launched the inaugural RIA Technology and Practice Management Summit on February 11 at One Liberty Plaza in New York. Over 100 senior executives from independent RIA firms, each managing at least $100 million in AUM, spent a full day on practice management, technology adoption, and operational efficiency. CTOs, COOs, operations directors, firm founders. The people who build and run these firms at the highest level. Chirag Gandhi, our CEO, and Joe Holmes, our Head of Sales, were on the floor for a live demo. And what we saw and heard across the day gave us a clear picture of where the most sophisticated RIA firms are heading. ## The hidden cost in every advisory practice Most advisory firms today have a well-built tech stack. A CRM. A financial planning tool. A custodian platform. A calendar. Often an email system and a document vault on top of that. Each one does its job reasonably well. The problem is what happens between them. The advisor is the connector. After every meeting, someone manually moves the notes into the CRM. After every life event, someone updates the data across multiple systems. Before every client conversation, someone pulls information from four different places to build a picture of where things stand. That work is not visible on any report. It does not show up as a line item. But it is happening every day, across every advisor, across every client service associate, and it adds up to a significant portion of the working week. The firms at this summit know this problem well. They have the most sophisticated stacks in the RIA world, and they are still dealing with it. Which is exactly why the conversation around AI agents landed the way it did. ## What the Full Workflow Actually Looks Like in Practice The live demo used a fictional new prospect: Taylor Swift. The choice was deliberate. A client with complex assets, multiple income streams, an estate structure requiring serious planning, and a partner, Travis Kelce, whose financial picture adds another layer. If the agents could handle this, they could handle anything. The Prospect Research Agent pulled a full background on Taylor automatically before the first meeting: business affiliations, financial disclosures, interests, and a fit score calibrated to the firm's ideal client profile. Thirty minutes of manual searching, done before the advisor has finished their coffee. Taylor's team then sent over documents ahead of the proposal meeting: portfolio positions, financials from her holding company, beneficiary details from the estate plan. The Documents Agent parsed all of it and surfaced what was relevant. One click synced the updates into the CRM. The Data Management Agent kept everything consistent across every connected system simultaneously. Meeting prep ran live on stage. Mili pulled from account history, prior notes, planning data, and recent emails to generate a full agenda: key discussion points, open questions, what had changed, what the client cared about, and the planning opportunities worth surfacing. A personalised one-page intro deck was ready to download. A timer was running. Total time: two minutes and forty-one seconds. After the meeting, the Meeting Agent had captured everything in real time with no recording and no bot on the call. Follow-up email drafted in the advisor's tone and style. Notes logged to the CRM in one click. Every task from the conversation created, assigned, and prioritised. Client data updated across both the CRM and financial planning software at once. Taylor had mentioned wanting an introduction to the estate planning team. Mili drafted that coordination email with the relevant context already attached. From prospect to prepared advisor to completed post-meeting workflow. Every step handled. Nothing falling through. ## What 25 more clients per advisor looks like Mike Bard at Sum Planning has taken on 25 more clients per advisor since deploying Mili. The hours that used to go into moving information between client conversations and the tech stack are now handled by agents. The advisors are doing the same number of meetings. They are just not spending the time before and after each one being the connector. That is the practical outcome of what the demo showed. Not a productivity hack. A different way of running a practice, where the technology actually works together and the advisor's time goes to the work that requires them specifically. ![__wf_reserved_inherit](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6a2b896bbcf6f79ab3d93368_1771250419347.webp) ## A room full of people ready to move Stefan Ludlow, Partner and Chief Technology Officer at Cerity Partners. Rohan Kalyanpur, Director and Chief Technology Officer at Silvercrest Asset Management Group. Allen Eickelberg, Chief Operating Officer at Bogart Wealth. Michael Banchick, Chief Technology Officer at Winthrop Wealth. Brian Taylor, Director of Engineering at The Mather Group. These are the people who have already made the investment in their technology infrastructure. The demo resonated with them precisely because they recognise the problem. They have the CRM. They have the planning software. They have the custodian. What they are still dealing with is everything that falls between those systems. The conversations after the demo were practical and specific. How does this work across a team of advisors who all run meetings differently? How long does setup actually take? Those are the questions of firms that have made their decision and are working through the details. *Thank you to Portfolio Summits for putting together a genuinely sharp room and for having Mili as part of the inaugural event.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "The Shift Has Happened: How the 2026 Advyzon Conference confirmed AI agents are already running advisor workflows | Mili" description: "Phoenix, January 2026. Vennela took the stage to announce the Mili and Advyzon integration and show what it looks like when AI agents run the full advisor workflow, from the moment a prospect's name comes in to a completed post-meeting sync. Three days of conversations confirmed the same thing: advisors are ready to stop being the connector between their tools." url: https://getmili.ai/conferences/the-shift-has-happened-how-the-2026-advyzon-conference-confirmed-ai-agents-are-already-running-advisor-workflows --- # The Shift Has Happened: How the 2026 Advyzon Conference confirmed AI agents are already running advisor workflows On this page Oasis Group Research Phoenix, January 2026. Vennela took the stage to announce the Mili and Advyzon integration and show what it looks like when AI agents run the full advisor workflow, from the moment a prospect's name comes in to a completed post-meeting sync. Three days of conversations confirmed the same thing: advisors are ready to stop being the connector between their tools. *Phoenix. Three days. A first-of-its-kind integration announcement. And a demo that showed advisors exactly what AI agents can do across their entire practice.* The 2026 Advyzon Conference ran January 26 to 28 at the Sheraton Downtown Phoenix under the theme “Powered by Disruption”. Over three days, hundreds of advisors, firm leaders, and technology partners gathered to talk about where wealth management is going and what it takes to get there ahead of everyone else. Mili was there. Vennela Miryala, our CPO, took the stage to walk through something advisors had not seen before. And we left Phoenix with a clearer conviction than ever about the hypothesis we have been building toward. ## The barcode already existed. It just needed a scanner. The answer: because it was not until someone handed a scanner to the person at the checkout counter that the whole thing clicked. Before that, store clerks were still manually entering prices by hand. The barcode existed. The data was there. But without something to read it and translate it into the system, none of it moved. Financial advisory is at an identical inflection point right now. The barcodes already exist. CRMs, portfolio systems, financial planning tools, document vaults: the data is all there. What advisors are still doing is the equivalent of typing prices by hand, manually extracting information from meetings, manually entering it across systems, manually pulling it back together to prepare for the next conversation. AI agents are the scanners. And the moment they marry the software is where the transformation begins. ## The announcement: A deep two-way integration with Advyzon On stage at the Advyzon Conference, Vennela announced the Mili and Advyzon integration, the first of its kind with Advyzon. This is not a surface-level connection. Mili now reads directly into Advyzon to access assets, liabilities, incomes, expenses, meeting notes, contact details, and more, and writes back to it across all of those dimensions after every client interaction. What this means in practice: an advisor can ask Mili a question about a client and get an answer that draws from everything in Advyzon. They can walk out of a meeting and have the CRM, the financial data, the tasks, and the notes all updated in one click. The data that lives in Advyzon and the data that comes out of client conversations are finally talking to each other, automatically. A big thank you to the Advyzon team who worked closely with us to make this happen. The room gave them a well-deserved round of applause. ## We built a financial plan for Taylor Swift. Here is what that showed. To show the integration in action, Vennela ran a live demo using a fictional onboarding of Taylor Swift as a new prospect. The choice was deliberate. Taylor Swift is the kind of client who would stress-test any system: complex assets, multiple income streams, an estate structure that requires serious planning, and a fiancé, Travis Kelce, whose own financial picture adds another layer. The demo ran through the complete workflow across multiple agents, start to finish. Prospect research. Taylor's inquiry comes in. Mili's Prospect Research Agent pulls public information automatically: business affiliations, financials, liquidity events, interests, and a fit score calibrated to the firm's ideal client profile. Before the first meeting, the advisor already knows who they are walking in to see. Document ingestion. Taylor's team sends over documents before the initial proposal meeting: portfolio positions, financials from her holding company, beneficiary details from the estate plan. Mili extracts all of it and syncs it directly into Advyzon with one click. The advisor reviews what has changed, approves, and the data is live. Meeting preparation. Mili pulls from everything in Advyzon and eMoney, account data, prior meeting notes, planning history, recent emails, and generates a full agenda: key discussion points, open questions, what has changed, what the client cares about, and the planning opportunities worth surfacing. Plus a one-page tailored intro deck ready to download. The whole prep ran in under three minutes live on stage. Post-meeting workflow. The meeting ends. Travis happened to be there too. Mili has captured everything in real time, no recording, no bot on the call. One click pushes structured notes to Advyzon. Another syncs all updated financial data across both Advyzon and eMoney simultaneously. A follow-up email is already drafted in the advisor's tone and style. Every task from the conversation is created as an Advyzon task, assigned, prioritised, and ready to action. Referral coordination. Taylor mentioned wanting an introduction to the firm's estate planning team. Mili drafts the coordination email with the relevant context attached as a PDF. Nothing falls through the cracks. From prospect to prepared advisor to completed follow-up, every step handled by agents working across the full stack. That is what the Mili and Advyzon integration makes possible. ## You are the advisor. Not the scanner. Every client interaction is rich with information. The meeting. The email that arrives at 9pm. The document that looks like it was scanned in 1998. All of it matters. And until now, it required advisors and their teams to be the scanner: extracting, entering, updating, then pulling it all back together to prepare for the next meeting. Mili's agents handle that translation. Data flows in from client interactions. Data flows out into the systems. The advisor stays in control with a one-click review at each step. But the work of moving information between client conversations and the tech stack is done. Mike Bard at Sum Planning put it in concrete terms: by automating that data translation, his firm has been able to take on 25 more clients per advisor. Not by working longer hours. By removing the work that should not require a human in the first place. That is Mili's hypothesis, and it is what the conversations at the Advyzon Conference confirmed. The advisors who are growing fastest are not doing more. They are doing less of the wrong things so they can do more of the right ones. The industry knows it. The tools are ready. The only question now is which firms move first. *Thank you to the Advyzon team for the partnership, for the collaboration that made this integration possible, and for having us at the conference.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "What SS&C Deliver 2026 showed about how far agentic AI has actually gone | Mili" description: "Orlando, September 2026. More than 1,100 leaders from financial services and healthcare at the JW Marriott Grande Lakes, and our first time at SS&C Deliver." url: https://getmili.ai/conferences/what-ss-c-deliver-2026-showed-about-how-far-agentic-ai-has-actually-gone --- # What SS&C Deliver 2026 showed about how far agentic AI has actually gone On this page Oasis Group Research Orlando, September 2026. More than 1,100 leaders from financial services and healthcare at the JW Marriott Grande Lakes, and our first time at SS&C Deliver. ## A different room Asset management, wealth management, trust companies, accounting and operations teams, all in the same hallways. That mix is not what the wealth conference circuit usually looks like, and it changes the conversation. A trust operations lead and an RIA COO describe the same bottleneck in different vocabulary, and they rarely get to compare notes. Different businesses, and the direction was the same everywhere. Straight to agentic AI. Some firms already had general-purpose AI tools in front of their teams and were working out how much of this industry those tools actually understand. ## Four steps, and most firms are on the first Chirag Gandhi took the Spotlight Stage on the Monday with a session on how advice firms are lifting client capacity by accelerating delivery of advice with AI agents. The frame he opened with is the most useful thing one could take home. AI adoption in advice firms runs in four steps. Post-meeting tasks first. Then pre-meeting prep. Then portfolio and custodial workflows. Then proactive planning, where the system finds the work before anyone asks for it. Most firms in 2026 are still on step one. That sits oddly beside a conference where every hallway conversation was about agents. The ambition has moved to step four. The deployed reality is mostly step one, and the distance between those two is the whole opportunity. ## The capacity math Advisors spend 54% of their time on operational work and 46% with clients. Move the operational load onto agents and that ratio flips past 70% client-facing, which takes an advisor from around 80 clients to 120 or more. That is the number a COO can build a plan against. It also explains why steps three and four matter more than step one. Notes and follow-ups are real work, and they are a slice of the 54%. Custodial paperwork, data kept straight across systems, and the review that nobody scheduled are the rest of it. ## What step three looks like The session walked through the version running inside SS&C Black Diamond. Pre-meeting briefs that pull live portfolio data alongside the CRM record. Custodial forms filled from both systems, with NIGO checks running before anything reaches signature. A custom skill that scans for accounts holding more than $25,000 in uninvested cash and drafts the outreach. The last one is the step-four example. Nobody asked for that list. The agent went looking. ## Governance was the other half of every conversation SS&C spent the week making the same argument from the other side of the table. The company put its AI Gateway governance layer and its WorkHQ orchestration platform underneath a portfolio of AI releases spanning wealth, retirement, alternatives and asset management, and published a six-part docuseries about putting its own operations on those agents before selling them to 23,000 clients. Bill Stone, SS&C's chairman and CEO, put the case plainly: "Agentic AI is challenging enterprises. The technology moves fast, the governance stakes are high, and organizations benefit only when the technology can be effectively incorporated into their established workflows." Karen Geiger, who co-heads SS&C Wealth & Investment Technologies, described where the client base actually sits: "I think every firm is eager to adopt A.I. I think they want to know how it can be done securely and safely." Put her sentence next to the four steps. Eagerness is not the constraint. Firms stall at step one because steps three and four touch custodial paperwork, client records and money movement, and nobody wants to be the first to find out what an unsupervised agent does with those. ## The part that is not on the agenda The happy hour ran late, the Mili-tinis went quickly, and the conversations that started at our kiosk finished in that room. Operations leaders talk differently once the badge scanner is put away. *Thank you to the SS&C team for having us, and to everyone who pulled up a chair to talk to us.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Where Research Meets Practice: What the Changing Landscape of Wealth Management Conference III confirmed about where the industry is heading | Mili" description: "Austin, April 2026. Industry leaders, academics, and practitioners in the same room for two days. The conversations confirmed that the questions firms are asking about AI have fundamentally shifted." url: https://getmili.ai/conferences/where-research-meets-practice-what-the-changing-landscape-of-wealth-management-conference-iii-confirmed-about-where-the-industry-is-heading --- # Where Research Meets Practice: What the Changing Landscape of Wealth Management Conference III confirmed about where the industry is heading On this page Oasis Group Research Austin, April 2026. Industry leaders, academics, and practitioners in the same room for two days. The conversations confirmed that the questions firms are asking about AI have fundamentally shifted. The Changing Landscape of Wealth Management Conference, hosted by the Langston Wealth Management Center at Texas McCombs School of Business, is one of the few events that brings academic research and industry practice into genuine dialogue. The third edition ran April 27 and 28 in Austin, opening with a welcome reception dinner and moving into a full day of sessions on AI in wealth management, RIA growth, longevity planning, alternative investments, and tax strategy. Chirag Gandhi was on the ground accompanied by Tom Brown, Partner and Regional Director at Waverly Advisors and a Mili client, for the AI session. The room had a lot of follow-up questions. That is always a good sign. ## What an AI-Native Operating Model Actually Looks Like The session Chirag and Tom ran together focused on what an AI-native operating model looks like for a firm managing significant AUM across thousands of client households. Tom brought the practitioner view: what it actually feels like to run a firm where technology is doing real work, where the efficiency gains are measurable, and where the transition from traditional workflows to agent-assisted ones has already happened. The through-line of the session: your data still sits in silos. One piece in the CRM. Another in the financial plan. Another in the custodian. AI agents can only be as good as the data they can see. Solving for the unified data layer, building a system where all of that information is accessible, current, and connected is the real infrastructure decision every firm is sitting with right now. That framing landed with the room. The firms in that session have the tools. The question is whether those tools are actually talking to each other, and whether the information flowing through them is reliable enough for AI agents to act on it with confidence. ## Three Disruptions, and Most Firms Are Still on the First One Brad Lawler of Provost made a point that cut through the noise of how AI conversations usually go. The main blocker to adoption, he said, is rarely the technology itself. It is change management. Getting people to work differently is harder than finding the right tools. He also laid out three disruptions he sees unfolding in the industry, each at a different stage. The operational disruption is already here: firms automating the administrative and data management layer of their work. The structural disruption is next: changes to how firms are organised and how roles are defined as AI takes on more of the workflow. The generational disruption is further out: a fundamentally different kind of advisory practice built from the ground up around AI. Most firms, he noted, are still working through the first one. That sequencing was useful. It gave a room of firm leaders a practical lens for where they are in the process and what to focus on now versus later. For most of the people in that room, the priority is getting the operational layer right. That is where Mili lives. ## The Relationship Still Matters. The Wrapper Is Changing. Stephen de Man, Practice Management Regional Director at Dimensional Fund Advisors, put the stakes plainly. Advisors who do not adopt AI will be replaced by competitors who use it effectively. The relationship still matters. The wrapper around it is changing. That framing is worth sitting with. The advisory relationship, the trust, the judgment, the ability to help a client make a good decision at a difficult moment, none of that is going away. What is changing is everything that surrounds it. The preparation. The documentation. The follow-through. The consistency across a book of hundreds of clients. Those are exactly the workflows AI agents are built to handle. ## Nobody Is Asking Whether Anymore The conversations off stage were as telling as anything on it. The questions firms are asking have shifted. Nobody at this conference was asking whether to look at AI. They were asking how to build it into their practice without breaking what is already working. That is a meaningful place to be. It means the industry has moved past the evaluation phase and into the implementation phase. The follow-up questions after the Chirag and Tom session reflected that: how do you get your team to adopt new workflows? How do you know the data going into the agents is clean enough to trust? How do you sequence the rollout across a firm of 30 or 50 advisors? These are operational questions from people who have made their decision. And they are exactly the questions Mili is built to answer. ## See You Next Year, Austin The McCombs setting gave these conversations a quality that pure industry events sometimes miss. There is a rigour that comes from academic involvement, a willingness to ask harder questions and sit with more nuanced answers. For a topic as consequential as how AI reshapes advisory practices, that is exactly the right environment. We are taking a lot home from Austin. The data silos framing from the session. The three-disruption sequencing from Brad Lawler. Stephen de Man's observation about the wrapper changing. These are the kinds of insights that sharpen how we build and how we talk about what we are building. *Thank you to the Langston Wealth Management Center and Texas McCombs School of Business for putting together a conference that brings the right people into the same room. And to Tom Brown for joining us on stage. See you next year, Austin.* ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili joins The Founders Arena WealthTech Accelerator | Mili" description: "Mili has been selected as one of six startups in The Founders Arena’s latest WealthTech Accelerator cohort. Learn what this means for our mission to build AI agents that give advisors their time - and their humanity - back." url: https://getmili.ai/newsroom/mili-joins-the-founders-arena-wealthtech-accelerator --- # Mili joins The Founders Arena WealthTech Accelerator On this page Oasis Group Research Mili has been selected as one of six startups in The Founders Arena’s latest WealthTech Accelerator cohort. Learn what this means for our mission to build AI agents that give advisors their time - and their humanity - back. ## A different kind of AI spotlight Every week, a new “AI for finance” startup pops up. Big promises. Flashy demos. Not a lot of proof. That’s why this moment feels different. The Founders Arena - the global WealthTech accelerator based in Arlington, Texas - has announced its newest cohort of startups “redefining the future of financial services” with AI applied *on purpose*, not just for hype. Out of hundreds of applicants, they selected six companies. Mili made the cut. For the next several months, we’ll be working closely with 20+ wealth management firms (including UBS, BMO, Frost Bank, First Rate, Mercer) each representing thousands of advisors, as part of a high-touch program designed to do one thing: help real buyers and real builders work together on real problems. For us, this isn’t just an accelerator slot. It’s a signal that the industry is ready for what we’ve been building all along. ## What is The Founders Arena Accelerator? The Founders Arena is a WealthTech accelerator that supports early-stage startups focused on AI-driven solutions for the wealth management industry. Unlike traditional startup incubators, The Founders Arena provides high-touch mentorship and connects startups directly with investors, buyers, and decision-makers. The program focuses on evidence-based technology that is built to solve real-world problems, not just follow trends. For Mili, this accelerator is a perfect fit. It will help us accelerate the development of our AI-powered agents and provide us with the resources needed to scale our solutions for wealth advisors at a broader level. ## Mili’s selection: A boost to our mission Mili’s selection for The Founders Arena Accelerator is not just a recognition; it’s a boost to our ongoing efforts to create AI-driven tools that solve real-world problems for wealth advisors. Our suite of AI agents - designed to automate administrative tasks and enhance client interactions - has already helped hundreds of wealth management firms save time, enable growth and improve efficiency. The accelerator will give us strategic mentorship from industry leaders, enabling us to refine our product and scale our impact. With support from The Founders Arena, we’ll be able to optimize our AI agents, ensuring they meet the growing needs of wealth management firms across the globe. ## Mili’s AI-Powered suite: Transforming Wealth Management Mili's AI agents handle the work that fills an advisor's day. Each agent takes on a specific task across your existing tech stack - CRMs, planning tools, custodians, document vaults. **1. Meeting Preparation -**Mili pulls data from your CRM, planning software, documents, and emails. It identifies talking points, flags opportunities, and builds a prep document before you ask. You walk into every meeting ready. **2. Meeting Agent -**Mili captures real-time notes without recordings or bots joining your call. It spots client DNA, revenue opportunities, and referral signals automatically. Follow-up emails are drafted before your client reaches the parking lot. **3. Ask Anything -**Ask questions across your connected systems in plain language. "Which $1M+ clients haven't had reviews?" Answers in seconds - no hunting through multiple platforms for a single data point. **4. Data Management -**When client information changes, Mili updates it everywhere - CRM, planning software, portfolio tools. One update. Every system current. No more double entry or data drift. **5. Prospect Research -**Mili compiles backgrounds from public sources before prospect meetings. Professional history, personal interests, conversation starters. Cold meetings become warm conversations. **6. Client Onboarding -**Client documents get parsed and populated automatically. Forms, engagement letters, planning agreements - prefilled from what you already know. Account opening drops from weeks to days. ## Mili’s vision: Empowering advisors with AI At Mili, we’re committed to building AI-powered solutions that empower wealth advisors. We believe that the future of wealth management lies in AI-driven automation that frees up advisors’ time so they can focus on what matters most: building strong, meaningful client relationships. Through The Founders Arena Accelerator, we’re excited to further enhance our AI agents, making them even more powerful and ready for enterprise-scale deployment. We’re not just optimizing our technology - we’re shaping the future of wealth management, helping firms scale while keeping the human touch at the core of their practices. ## Get started with Mili today Mili’s selection for The Founders Arena WealthTech Accelerator is just the beginning. We’re accelerating our journey to transform wealth management with AI-powered agents that automate workflows and improve client experiences. If you’re ready to work smarter, save time, and enhance your client relationships, we invite you to [request a demo](https://meetings.hubspot.com/joe1501) and see how Mili’s AI agents can help you achieve more with less effort. ## Conclusion The Founders Arena’s accelerator selection is a significant moment for Mili, and we’re excited to accelerate our growth with the support of industry mentors and partners. With this opportunity, Mili is poised to continue its mission of empowering wealth advisors with AI-powered solutions that drive efficiency, improve client service, and make wealth management practices more human-centered. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili ranked as the most comprehensive AI assistant for advisors: Insights from Joe Moss' research | Mili" description: "Joe Moss, author of AdvisorTechBook, evaluated AI note-takers across 12 features that matter to wealth advisors. His independent research found one solution that checked every box. What made the difference? No bots joining meetings. No audio recordings. And a design built around how advisors actually work." url: https://getmili.ai/newsroom/mili-positions-as-the-most-feature-rich-note-taker-in-joe-moss-research --- # Mili ranked as the most comprehensive AI assistant for advisors: Insights from Joe Moss' research On this page Oasis Group Research Joe Moss, author of AdvisorTechBook, evaluated AI note-takers across 12 features that matter to wealth advisors. His independent research found one solution that checked every box. What made the difference? No bots joining meetings. No audio recordings. And a design built around how advisors actually work. In the fast-paced world of wealth management, advisors are constantly looking for tools that can streamline their workflows, save them time, and ultimately enhance their client relationships. AI note-takers have emerged as one solution, but the question remains: which one is truly designed to meet the unique needs of financial advisors? To answer this question, Joe Moss, the author of AdvisorTechBook, embarked on a comprehensive research project to evaluate AI note-takers for wealth advisors. Joe’s mission was simple - identify which AI tool delivers the best value for advisors looking to automate note-taking, streamline client follow-ups, and improve meeting efficiency. The result was an in-depth comparison of 12 key features & integration capabilities across several tools in the market. What stood out to Joe? After evaluating a range of features, it became clear that Mili was the standout solution - not only excelling in key features but offering a bot-free, feature-rich solution that truly fits the workflows of wealth advisors. ## Joe Moss’s independent research: Evaluating AI Note-Takers for advisors Joe Moss’s research aimed to answer one question: which AI note-taker is best for wealth advisors? To do this, he created a comprehensive Google Sheet evaluating 12 core features across multiple AI note-taking tools. Mili grabbed the top spot by checking all 12 boxes, thanks to its comprehensive design, which not only delivers seamless meeting preparation and note-taking but also ensures real-time action items and automated follow-ups - all while keeping client privacy and compliance at the forefront. This finding highlights Mili’s core strength: it is built to serve advisors, not interrupt their workflows. The graph mapping the feature checklist across all AI note-takers ## Mili’s standout features: What sets us apart While many AI note-takers offer similar features, Mili goes beyond the basics. Here are three features that set Mili apart from the competition, according to Joe Moss’s evaluation and our own experience: - No bot joins the meeting Mili’s bot-free design ensures a seamless, natural conversation between advisors and clients. This approach is appreciated by RIAs who prioritize maintaining a personal connection without disruptions from third-party bots in the meeting. - No audio recordings ever created Mili generates text-based meeting summaries rather than audio recordings, which is a crucial feature for broker-dealers concerned with data privacy and compliance. This ensures sensitive client information stays protected while still providing actionable insights. - Referrals tracking Mili’s referral tracking allows advisors to see and act on referral opportunities in real-time. This feature is integrated directly into Mili’s dashboard, making it easy for advisors to manage and nurture client referrals without missing a beat. - Personalized gifting lists Personalization is key to client relationships, and Mili’s gifting recommendations provide advisors with personalized ideas for client and prospect gifts based on their profiles. This feature helps advisors show clients they care in a meaningful, thoughtful way. - Alerts and Reminders Mili enables advisors to set alerts and reminders with just a voice or chat command. Whether it’s a follow-up, a milestone, or a critical meeting, Mili ensures that nothing falls through the cracks. These five unique capabilities are part of what makes Mili a complete solution for wealth advisors who want to go beyond simple note-taking and really enhance their client service. ## Mili’s suite of AI agents: Transforming wealth management While Joe’s study covered just note-takers, at Mili, we believe that AI should automate the repetitive, allowing advisors to focus on what matters most - human connection. That’s why we’ve built a suite of AI-powered agents to handle the administrative work that bogs advisors down. These agents include: - Client Snapshot Agent Get a single, comprehensive view of your client’s world - instantly. Mili gathers data from across all connected platforms (Salesforce, eMoney, custodians, planning tools, etc.) to create a unified snapshot, saving you from switching between systems. - Meeting Prep Agent Automatically generate a full pre-meeting agenda that pulls data from your CRM and client snapshot. It’s tailored to the meeting type and client and includes firm-defined checklists, ensuring every meeting starts with a plan. - Ask Anything Agent Mili allows you to ask questions across your connected tools and get contextual answers in seconds. Whether you need to compare client portfolios or get a quick rundown of a specific client’s financial situation, Mili’s AI delivers the insights you need. - Data Management Agent Keep your CRM updated without manual data entry. Mili automatically detects changes during meetings and updates Salesforce records with new client information - saving you hours of administrative work. - Onboarding Agent Mili automates the entire client onboarding process, from parsing documents to creating complete CRM profiles in Salesforce or eMoney. This streamlines the process and eliminates the need for repetitive data entry. These AI-powered agents work seamlessly together to create a cohesive workflow that integrates with your existing tech stack, making it easier than ever for advisors to stay on top of their client interactions, document management, and follow-ups. ## Mili’s vision for the future: Empowering advisors with AI Our goal is to give advisors back their time - time they can spend building stronger, more meaningful relationships with their clients and grow their practice. By automating workflows and eliminating administrative tasks, Mili empowers advisors to focus on the human side of their work. The future of wealth management is here, and it’s powered by AI. Mili’s vision is to help wealth advisory firms scale while maintaining the personal touch that makes their service unique. ## Get started with Mili today Joe Moss’s research confirms that Mili is a leading AI-powered assistant for wealth advisors, delivering a robust feature set and innovative capabilities that make it the best choice for firms looking to streamline their workflows. Ready to experience Mili in action? [Request a demo](https://meetings.hubspot.com/joe1501) today and see how Mili can transform your advisory practice by saving you time and helping you build stronger, more client-focused relationships. ## Conclusion With Joe Moss’s research as our guide, we’ve focused on creating an AI-powered solution that meets the real needs of wealth advisors. Mili stands out for its comprehensive suite of features, its bot-free design, and its commitment to human-centered innovation. We’re excited about the future and are ready to help advisors embrace the power of AI to work smarter, not harder. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili selected for Google for Startups Accelerator: AI First | Mili" description: "We’re thrilled to announce that Mili has been selected as one of the top 20 startups to join the Google for Startups Accelerator: AI First. Out of over 1,500 applications from cutting-edge startups across the globe, Mili is proud to be recognized for our innovative approach to wealth management, and we’re excited about the incredible mentorship and support we’ll receive during this journey." url: https://getmili.ai/newsroom/mili-selected-for-google-for-startups-accelerator --- # Mili selected for Google for Startups Accelerator: AI First On this page Oasis Group Research We’re thrilled to announce that Mili has been selected as one of the top 20 startups to join the Google for Startups Accelerator: AI First. Out of over 1,500 applications from cutting-edge startups across the globe, Mili is proud to be recognized for our innovative approach to wealth management, and we’re excited about the incredible mentorship and support we’ll receive during this journey. ## Mili joins the Google for Startups Accelerator: AI First We’re excited to announce that Mili has been selected to join the Google for Startups Accelerator: AI First - placing us among the top 1% of AI startups chosen from over 1,500 applicants. This marks a pivotal moment for us as we continue to drive innovation in wealth management with our suite of AI-powered agents. The Google for Startups Accelerator is renowned for supporting cutting-edge startups that are pushing the boundaries of what’s possible with AI. As part of this program, we’ll be working closely with Google’s mentors and experts to optimize our AI agents and scale our solutions to meet the evolving needs of wealth advisors and financial professionals worldwide. ## What is the Google for Startups Accelerator: AI First? The Google for Startups Accelerator: AI First is a high-impact program designed to support AI-driven innovation across industries. With a focus on startups that are leveraging artificial intelligence to solve real-world problems, the accelerator provides access to Google’s vast resources, technical mentorship, and strategic guidance to help scale businesses faster and smarter. Being part of this program isn’t just about gaining credibility - it’s about accelerating our mission. At Mili, we already know that our AI agents are solving real problems for advisors, RIAs, and broker-dealers by automating workflows, reducing manual work, and helping firms scale. This accelerator will help us amplify those efforts, ensuring we’re not only building the best solution for today but also positioning Mili as the future of wealth management. ## Why Mili’s selection matters Mili’s selection for the Google for Startups Accelerator: AI First is a major boost to the work we’re already doing. We’ve always believed that Mili’s AI agents are the missing piece for wealth advisors - they save time, improve workflows, and enhance the client experience. Now, with the support of Google’s expert mentors, we’re ready to take Mili to the next level. Being selected to join this prestigious accelerator provides us with new resources to continue refining our AI-powered agents and scaling them for even greater impact across the wealth management industry. The program will allow us to enhance Mili’s existing capabilities and work on optimizing our architecture, ensuring that our solutions meet the growing demands of wealth management firms. We’re not here to replace or disrupt existing processes; we’re here to enhance them. Our mission is simple: to give wealth advisors more time to focus on what truly matters - building deeper relationships with clients and providing strategic, personalized advice. ## Mili’s AI-Powered suite: Transforming Wealth Management At Mili, we’ve already developed a suite of AI agents that work together to automate the core workflows of wealth management firms. These agents are designed to save advisors time and make their practices more efficient by automating tasks that would otherwise be manual and time-consuming. Here’s a look at our AI-powered suite: - Client Snapshot Mili provides a comprehensive view of a client’s world - instantly. Pulling data from connected platforms like Salesforce, eMoney, custodians, and financial planning tools, Mili gives advisors a unified snapshot of their clients, ready for review or export. No more switching between systems. - Meeting Prep Generate customized meeting agendas with Mili’s Meeting Prep feature, which pulls data from your CRM and client snapshots. Advisors can create a plan tailored to each client, ensuring every meeting starts with clarity and purpose. - Ask Across Tech Stack With Ask Across Tech Stack, advisors can ask natural language questions and get contextual, data-driven answers instantly. Whether it’s about client portfolios or life events, Mili searches across your CRM, financial planning tools, and custodians to deliver insights that matter. - Data Management Mili automatically updates CRM records by detecting changes in meeting notes, emails, or documents. This means advisors don’t have to spend time on manual data entry - they just confirm what Mili detects, and their CRM is updated seamlessly. - Onboarding to CRM Mili simplifies client onboarding by automatically parsing client documents, emails, and forms, creating complete CRM profiles in Salesforce or eMoney. This ensures that new clients are onboarded faster and more accurately. ## Mili’s vision: Empowering wealth advisors with AI Our vision is clear: we’re building an AI-powered assistant suite to empower wealth advisors. At Mili, we don’t just automate tasks - we create tools that amplify advisors’ abilities to provide personalized, high-value advice. With the support of the Google for Startups Accelerator, we’ll be able to scale our solutions even faster and enhance our AI agents to meet the needs of enterprise-scale wealth management firms. This partnership aligns with our broader vision of using AI to streamline workflows while preserving the human touch that makes wealth advisory work truly valuable. ## Get started with Mili today This accelerator is a significant step for Mili, but it’s just the beginning. We’re committed to helping wealth advisors become more efficient, client-focused, and productive with our AI-powered agents. If you’re ready to experience how Mili can transform your wealth management practice, [*request a demo*](https://meetings.hubspot.com/joe1501) and see for yourself how Mili’s suite of AI agents can automate workflows, save time, and help you focus on building deeper relationships with clients. Chirag Gandhi (CEO, Mili) at the Google for Startups Accelerator demo day ## Conclusion Mili is proud to be part of the Google for Startups Accelerator: AI First. With the mentorship and resources provided by Google, we’re poised to accelerate the development of our AI-powered agents and expand our impact in the wealth management industry. This accelerator will help us refine our product, scale our solutions, and continue our mission to empower advisors with AI. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Oasis Group's 2025 AI note-taker research report: Why Mili is the industry leader for Wealth Advisors | Mili" description: "The Oasis Group, with AdvisorEngine, recently published the 2025 AI Note-Taker Research Report to answer a simple question: Which AI note-taker can advisors actually rely on in real client meetings? They tested several advisor-focused tools on a common scenario, measuring how well each one captured the important facts and follow-ups from a planning conversation.In that head-to-head comparison, Mili achieved 96.15% accuracy, the top score in the study." url: https://getmili.ai/newsroom/oasis-groups-2025-ai-note-taker-research-report --- # Oasis Group's 2025 AI note-taker research report: Why Mili is the industry leader for Wealth Advisors On this page Oasis Group Research The Oasis Group, with AdvisorEngine, recently published the 2025 AI Note-Taker Research Report to answer a simple question: Which AI note-taker can advisors actually rely on in real client meetings? They tested several advisor-focused tools on a common scenario, measuring how well each one captured the important facts and follow-ups from a planning conversation.In that head-to-head comparison, Mili achieved 96.15% accuracy, the top score in the study. ## What Oasis Group tested, and where Mili landed The Oasis team built a specific, advisor-style test case. They defined: - A client meeting with realistic planning topics - 26 key notes that any competent advisor would want in their file - 8 follow-up actions an advisor would usually track and delegate Each tool had one job: turn that conversation into notes an advisor could trust. Oasis measured how many of those 26 notes each tool captured correctly, and how well it handled the follow-up items. Mili captured 25 out of 26, which works out to 96.15% accuracy on the core note set. That includes items that are usually easy to miss, such as: - Approximate numbers the client throws out mid-sentence - Goals that are expressed over several parts of the conversation - Subtle constraints that affect planning, like family support or timing preferences In plain language: when Oasis checked Mili’s notes against the meeting, almost everything an advisor cares about was already there. ## How Mili reaches 96.15% accuracy That level of accuracy comes from designing Mili specifically around RIA work, not generic meetings. Here are the main pieces that make the difference. ### Built for advisor conversations Mili is trained and tuned on wealth management language and workflows. That includes: - Discovery and review conversations - Common planning patterns such as retirement income, equity compensation, college funding, insurance and estate structure - The way clients actually talk about money, not just textbook phrases So when a client says "I think we can save around 4,000 a month once daycare ends", Mili treats that as a concrete planning data point, not background noise. ### Meeting templates as a guide A first discovery meeting, a quarterly review, and a tax-focused check-in all have a different shape. In Mili, meeting type is not a label at the end. It is part of the context from the start. - Discovery meetings tilt the system toward balance sheet, goals, family, and cash flow. - Review meetings tilt toward changes, performance, and new risks. This helps Mili focus on the details that matter most for that specific conversation, which boosts both accuracy and usefulness of the notes. ### Configured for each firm’s use cases Different firms care about different things. Some are more focused on practice and people management on Mondays. Others run tight investment or planning reviews with required fields. Mili can be configured to match those expectations: - Custom checklists and required items - Firm-specific sections in the notes - Variations by meeting type and team The model is not guessing in a vacuum. It is working inside rules that reflect how each firm expects a "good note" to look. ### Real-time, structured thinking Mili writes notes while the meeting happens, not only afterwards. That real-time process lets the system: - Hear a topic. - Recognise it as planning data, context, or a task. - Place it into the right section. - Refine it as more information appears. This mirrors how a skilled human would take notes, and it reduces the chance that important details get lost in a generic summary. ### Connected to CRM, email, and planning tools Accuracy rises when the note-taker already knows the client. Mili connects to: - CRM systems such as Salesforce and Wealthbox - Financial planning tools such as eMoney - Custodians like TradePMR - Documents vault like SharePoint - Calendar and email This means Mili can: - Tell when a detail is genuinely new versus already on file - Link what was said to existing goals, accounts, and entities - Avoid duplicate or conflicting entries The result is not just accurate text, but accurate, structured information that lines up with the rest of your client record. ## Why accuracy matters so much for wealth managers For a wealth manager, a client meeting is more than a conversation. It is new data about that client’s life, balance sheet, risks, and decisions. That data drives: - Planning assumptions and projections - Trading and allocation choices - Compliance records - Follow-up tasks across the firm At Mili, we see meetings that way because we are building a full suite of AI agents, not only a note-taker. Every other agent depends on what the Meeting Agent captures. - If the notes are incomplete or vague, the rest of the system is guessing. - If the notes are accurate and structured, every other agent becomes smarter and more reliable. That is why we treat accuracy as the foundation for everything else. We hold ourselves to a simple standard: Clients trust you, you can trust Mili. Mili is built for trust building, not information dumping. Mili does not want to shovel more unstructured text into a CRM and call it progress. That is the old "garbage in, garbage out" problem with a new coat of paint. Mili wants your systems to hold clean, dependable facts that your team and your future agents can use with confidence. ## What accurate notes unlock: Mili’s AI agent suite Once your meeting notes are accurate and structured, they can power much more than documentation. Mili’s Meeting Agent feeds a connected set of agents that help across the client lifecycle. ### Meeting preparation Before a client or prospect meeting, Mili can pull: - Key facts - Recent changes - Open tasks - Relevant planning data into a single, short brief. Advisors walk into the room prepared, not hunting through tabs. ### Prospect research For a new name on the calendar, Mili can assemble: - Public roles and business moves - Visible milestones and signals - Links to internal notes and activity So the first conversation feels warm and informed, not cold and generic. ### Onboarding Mili can guide new clients through: - Forms - Document collection - Account opening steps and map that data straight into CRM and planning tools. Operations teams spend less time chasing paperwork and rekeying fields. ### Data management After meetings, emails, and document updates, Mili can suggest: - Contact and account changes - New goals or constraints - Balance and cash flow updates You review and confirm, and Mili handles the structured updates across systems. ### Ask Anything Because the underlying data is accurate, advisors and ops staff can ask questions like: - "What did we agree with the Garcias about college funding?" - "Show me households with more than 300,000 in cash and no written investment plan." and get direct, sourced answers without running five separate searches. All of this starts from one place: notes you can trust. ## Bringing it back to The Oasis Report The Oasis Group set up a fair test and asked a clear question: If an advisor relied on the AI notes alone, how much of the important content would be there? Mili’s 96.15% accuracy score shows that our Meeting Agent does more than "roughly capture the gist". It captures the financial backbone of the conversation in a way advisors can actually use. For us, that is not the finish line. It is the baseline we build on, so the rest of the Mili agent suite has the solid data it needs. If you are weighing AI note-takers and want more than transcription, we would be happy to show you how this looks in your own workflow. Ready to see it live? [*Request a demo*](https://meetings.hubspot.com/joe1501) and see how accurate meeting notes can become the engine for the rest of your firm’s AI. ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili on The Customer Wins: Building AI agents advisors can actually trust | Mili" description: "Chirag Gandhi joined Rich Walker on The Customer Wins to talk about what it takes to build AI that actually works inside a regulated industry. No bots in meetings. Notes that appear in real time. And a clear view on where human judgment always stays in the loop." url: https://getmili.ai/podcasts-and-webinars/mili-on-the-growth-desk-turning-advisor-meetings-into-intelligent-workflows --- # Mili on The Customer Wins: Building AI agents advisors can actually trust On this page This is some text inside of a div block. Chirag Gandhi joined Rich Walker on The Customer Wins to talk about what it takes to build AI that actually works inside a regulated industry. No bots in meetings. Notes that appear in real time. And a clear view on where human judgment always stays in the loop. ## **The conversation** Mili's Co-founder and CEO Chirag Gandhi joined Richard Walker on *The Customer Wins* podcast as part of the show's Emerging Tech Series. Over 30 minutes, they got into the design choices behind Mili, what agentic AI actually looks like in practice, and where the hard limits are. Rich Walker built Quik!, a forms automation platform for financial services, because he lived the problem firsthand. That shared context made for one of the more honest conversations about AI in wealth management. ## **What was covered** **Why Mili works silently in the background.** Mili never sends an AI bot to join a meeting as a third participant. The space between an advisor and their client is too important. A client might be navigating a divorce, a death, something they're only comfortable saying in a room with one person they trust. Mili listens quietly, with consent, and structures notes in real time while the meeting is still happening. **Notes that appear during the meeting.** Because Mili streams rather than records, the notes build as the conversation unfolds. Mili structures them, corrects itself, and keeps going. By the time the meeting ends, the notes are already there. **The three A's: Ask, Automate, Alert.** Agentic AI develops across three stages. Ask is where most tools live today retrieving information, answering questions across your tech stack. Automate kicks in with deep workflow understanding. Mili recently filled 1,400 forms for a single enterprise customer during a client migration. Alert is the hardest stage: doing something before you're asked. That's where Mili is headed. **Where human review always stays in the loop.** For anything client-facing, an advisor signs off. 80% of Mili's follow-up emails go out with very minor edits but a human still reviews and sends. Clients shouldn't get an email before they've walked to their car. **Build vs. buy, the honest version.** AI learns from data. The more context, the better the system gets. Mili has processed hundreds of thousands of advisor meetings. That depth compounds over time in ways that are hard to replicate internally. ## **A line that stuck** *"The space between the advisor and the client is pristine."* That's the design philosophy behind everything Mili builds. ## **Listen to the full episode** 🎙️ [Listen here → [https://www.youtube.com/watch?v=Ur3L8Olv01Y&list=PLyqIzgRaYEkUK2La6qL_suqEF-imFLtCg&index=2](https://www.youtube.com/watch?v=Ur3L8Olv01Y&list=PLyqIzgRaYEkUK2La6qL_suqEF-imFLtCg&index=2) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Mili on The Growth Desk: Turning advisor meetings into intelligent workflows | Mili" description: "Chirag Gandhi joined Shannon Rosic on The Growth Desk to talk about why most advisor tech stacks aren't ready for AI, and what it looks like when they are. From fragmented data silos to perfect memory for every client interaction, here's how Mili is helping firms close the gap between insight and action." url: https://getmili.ai/podcasts-and-webinars/mili-on-the-growth-desk-turning-advisor-meetings-into-intelligent-workflows-2 --- # Mili on The Growth Desk: Turning advisor meetings into intelligent workflows On this page This is some text inside of a div block. Chirag Gandhi joined Shannon Rosic on The Growth Desk to talk about why most advisor tech stacks aren't ready for AI, and what it looks like when they are. From fragmented data silos to perfect memory for every client interaction, here's how Mili is helping firms close the gap between insight and action. ## **The conversation** Mili's Co-founder and CEO Chirag Gandhi joined Shannon Rosic on *The Growth Desk*, a show exploring how AI is reshaping wealth management. In a focused conversation, they got into what makes Mili's approach different, where most advisory tech stacks are falling short, and what the next decade looks like for AI-powered advice firms. ## **What was covered** **Meetings as workflow triggers, not endpoints.** A meeting isn't a one-time event, it's the starting point for everything that follows. As Mili processes tens of thousands of meetings across advice firms, patterns emerge. Which clients keep raising the same concern? Who hasn't mentioned their kids' college planning in two years? Which accounts need RMD processing this year? Mili surfaces all of it, so advisors can act not just remember. **The data silo problem.** The CRM doesn't talk to the financial planning software. The financial planning software doesn't talk to the custodian. This is the biggest gap holding firms back from real AI adoption. Mili connects the fragmented pieces building the brain on top of the nervous system so advisors can ask questions and get answers across their entire tech stack. **What firms are actually seeing.** Firms on Mili are saving 3–4 hours per advisor per week. One firm eliminated a $40,000 per year notetaking role entirely. Beyond time savings, advisors now have something closer to perfect memory for every client interaction context that used to live in someone's head and walk out the door when they left. **Where advisory firms are headed.** Three trends are shaping the next decade. A growing skills gap between younger advisors who are fluent in tech but still developing client relationship instincts, and senior advisors with deep soft skills who struggle with adoption. The rise of the AI agent as the unicorn employee operational expertise and relationship awareness in one place. And a harder business model question that every firm will have to answer: is the technology actually moving the needle, and how do you measure it? ## **A line that stuck** *"Build a brain on top of the nervous system."* That's how Mili describes what it's doing inside the modern wealth management tech stack not adding another tool, but making sense of everything that's already there. ## **Watch the full episode** ▶️ Watch here → [https://www.youtube.com/watch?v=lwN8adnHJvk&t=2s](https://www.youtube.com/watch?v=lwN8adnHJvk&t=2s) ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Insights that actually move the needle | Mili" description: "Practical insights, case studies, and news for wealth advisors. Learn how AI agents save time, grow revenue, and deliver exceptional client experiences." url: https://getmili.ai/resources --- # Insights that actually move the needle Practical insights to save time, grow revenue, and deliver exceptional client experiences. - [Book a demo](https://meetings.hubspot.com/joe1501) Book a demo - [Start for free](https://app.getmili.ai/login?signup=true) Start for free ## Featured Insights Press Release ## Appleton Partners selects Mili as its AI platform for advisor workflows Press Release ## First State Financial Management selects Mili, bringing AI to community bank wealth management Newsroom ## Ezra Group's 2026 AI Notetakers & Agentic OS Buyer's Guide names Mili an Agentic Operating System Leader Newsroom ## Mili selected for Google for Startups Accelerator: AI First Press Release ## Mili tops AI meeting solutions in the 2026 T3 / Inside Information Software Survey Conference ## From the Ocean Stage to the Sand: Mili at Future Proof 2026 Filter Newsroom ## Mili ranked as the most comprehensive AI assistant for advisors: Insights from Joe Moss' research Joe Moss, author of AdvisorTechBook, evaluated AI note-takers across 12 features that matter to wealth advisors. His independent research found one solution that checked every box. What made the difference? No bots joining meetings. No audio recordings. And a design built around how advisors actually work. Learn more September 1, 2025 Newsroom We’re thrilled to announce that Mili has been selected as one of the top 20 startups to join the Google for Startups Accelerator: AI First. Out of over 1,500 applications from cutting-edge startups across the globe, Mili is proud to be recognized for our innovative approach to wealth management, and we’re excited about the incredible mentorship and support we’ll receive during this journey. Learn more October 1, 2025 Newsroom ## Mili joins The Founders Arena WealthTech Accelerator Mili has been selected as one of six startups in The Founders Arena’s latest WealthTech Accelerator cohort. Learn what this means for our mission to build AI agents that give advisors their time - and their humanity - back. Learn more November 3, 2025 Newsroom ## Oasis Group's 2025 AI note-taker research report: Why Mili is the industry leader for Wealth Advisors The Oasis Group, with AdvisorEngine, recently published the 2025 AI Note-Taker Research Report to answer a simple question: Which AI note-taker can advisors actually rely on in real client meetings? They tested several advisor-focused tools on a common scenario, measuring how well each one captured the important facts and follow-ups from a planning conversation.In that head-to-head comparison, Mili achieved 96.15% accuracy, the top score in the study. Learn more June 2, 2025 Press Release ## Mili and Global Relay Partner to Keep AI-Generated Advisor Records Compliant Mili is now integrated with Global Relay through its Open Connector API. Every meeting record Mili creates is captured and stored in a firm's compliance archive, with a complete audit trail. Learn more July 30, 2026 Press Release ## Mili and TradePMR: AI-Powered Workflows for Advisors on Fusion Mili's integration with TradePMR's Fusion lets advisors move from a client meeting to trade orders, pre-filled forms, and CRM updates without leaving their workflow. Here's how it works. Learn more May 28, 2026 Press Release ## Tops AI Meeting Solutions in the 2026 T3 / Inside Information Software Survey Mili earned the highest user rating in the AI Notetaking category of the 2026 T3 / Inside Information Software Survey, the largest independent advisor tech survey. Here's what the numbers say. Learn more May 14, 2026 Press Release ## Mili Launches Mili Office, the Agentic AI Platform for Wealth Advisors Mili Office connects to the systems advisors already use and runs complete workflows end to end. Here's what it does and what early firms are seeing. Learn more February 23, 2026 ![First State Financial Management and Mili](https://getmili.ai/assets/cdn.prod.website-files.com/683f6ef7b9cf4e400cc74617/6acfd9190f05b86d26f202cd_6acfd908ff046b1a0cfbd132_fsfm-press-photo.webp) Press Release First State Financial Management, the wealth arm of a $4.5B Missouri community bank, has rolled out Mili across its advisor team. Here's why it matters for community bank wealth management. Learn more June 15, 2026 Press Release Appleton Partners, a $12.5B employee-owned RIA in Boston, evaluated several AI tools before choosing Mili to run its advisor workflows. Here's what they were solving for, and what changed. Learn more May 4, 2026 Webinar ## Mili on The Growth Desk: Turning advisor meetings into intelligent workflows Chirag Gandhi joined Shannon Rosic on The Growth Desk to talk about why most advisor tech stacks aren't ready for AI, and what it looks like when they are. From fragmented data silos to perfect memory for every client interaction, here's how Mili is helping firms close the gap between insight and action. Learn more Webinar ## Mili on The Customer Wins: Building AI agents advisors can actually trust Chirag Gandhi joined Rich Walker on The Customer Wins to talk about what it takes to build AI that actually works inside a regulated industry. No bots in meetings. Notes that appear in real time. And a clear view on where human judgment always stays in the loop. Learn more April 1, 2026 No items found. No items found. Conference ## What SS&C Deliver 2026 showed about how far agentic AI has actually gone Orlando, September 2026. More than 1,100 leaders from financial services and healthcare at the JW Marriott Grande Lakes, and our first time at SS&C Deliver. Learn more September 23, 2026 Conference Huntington Beach, September 2026. Around 5,000+ people from across wealth management, on the sand. Chirag Gandhi and Joe Holmes were there through the four days. Learn more September 18, 2026 Conference ## Mili at the Wealthies 2026: A finalist in AI Workflow Automation New York, September 2026. Mili Office was a finalist at the Wealth Management Industry Awards in Technology Providers, Artificial Intelligence, Workflow Automation. Chirag Gandhi and Joe Holmes spent the day at Cipriani 42nd Street and at the executive sessions that ran before it. Congratulations to all the finalists and winners! Learn more September 10, 2026 Conference ## Inside the Beltway, Outside the Ordinary: What SYNERGY26 revealed about where wealth management and AI are heading together Washington DC, June 2026. Three days at the JW Marriott, steps from the White House, where the conversations about AI in wealth management ran right alongside the ones about regulation, policy, and what the next decade looks like for independent advisors. Learn more July 5, 2026 Conference ## Where Research Meets Practice: What the Changing Landscape of Wealth Management Conference III confirmed about where the industry is heading Austin, April 2026. Industry leaders, academics, and practitioners in the same room for two days. The conversations confirmed that the questions firms are asking about AI have fundamentally shifted. Learn more Conference ## The New Standard: How the RIA Technology and Practice Management Summit 2026 confirmed that AI agents are now a core part of how advisory firms run New York, February 2026. Chirag and Joe took the floor at the inaugural RIA Technology and Practice Management Summit to run a live demo for 100+ senior RIA executives — from prospect research to post-meeting sync across the full agent suite. The question that landed hardest in the room: how long does setup take? Thirty minutes. Learn more Conference ## The Shift Has Happened: How the 2026 Advyzon Conference confirmed AI agents are already running advisor workflows Phoenix, January 2026. Vennela took the stage to announce the Mili and Advyzon integration and show what it looks like when AI agents run the full advisor workflow, from the moment a prospect's name comes in to a completed post-meeting sync. Three days of conversations confirmed the same thing: advisors are ready to stop being the connector between their tools. Learn more Conference ## Built for the Relentless: How Orion Ascent 2026 showed us exactly what today's advisors are building toward San Diego, February 2026. Vennela took the Pop Up Stage at Orion Ascent to show 2,000 advisors what it looks like when AI agents extend Redtail across the full advisor workflow. Four days of conversations made one thing clear: the firms growing fastest are the ones that have stopped letting manual work slow them down. Learn more Conference ## Cutting Through the Noise: T3 2026 Signals a New AI Standard for Advisors New Orleans, March 2026. Chirag and Joe took the stage at T3's first-ever AI University to show what a connected agent strategy looks like across the full wealth management stack. The 2026 T3/Inside Information Software Survey came back with Mili at the top of its category with an 8.69 user rating, highest across 14+ solutions tracked. Learn more Conference ## Mili at FutureProof Citywide 2025: The game-changer advisors didn’t know they needed FutureProof Citywide 2025 brought top advisors to Miami Beach's Fintech Alley. At Booth 311, Mili ran live demos of its Meeting Agent. One advisor's reaction after testing: "We spent months with other notetakers, but none answered our compliance questions. Mili - this is it." Learn more April 1, 2025 Conference ## Mili at Advyzon 2025: Transforming advisor workflows with AI Advyzon Conference 2025 brought advisors looking for tools that work with their CRM, not around it. Mili's Meeting Agent showed what seamless integration looks like real-time notes, follow-ups, and CRM updates in one flow. One advisor's take after testing: "It's accurate, it caught everything, and it just gets what we need." Learn more March 3, 2025 Conference ## Shaping the future of advice delivery: A recap of the advice engagement mastermind with Asset-Map In the summer of 2025, Mili co-hosted the Advice Engagement Mastermind with Asset-Map, a pivotal event that brought together 48 thought leaders from across the wealth management industry. These leaders, representing advisors, technology firms, custodians, educators, and data experts, gathered for a day of deep, intentional conversations about the future of financial advice. The venue, a 100-year-old arts warehouse in Philadelphia, set the stage for one of the most important dialogues in our industry today. Learn more December 3, 2025 Conference ## Mili takes home the People's Choice Award at Wealth Management EDGE 2025 We're thrilled to share some incredible news from the wealth management world's premier event - Mili won the People's Choice Award at the WealthStack demos during Wealth Management EDGE 2025! Learn more June 23, 2025 Conference ## The eMoney Summit moment that changed everything for advisors Mili was the headline sponsor at eMoney Advisor's 12th Virtual Summit. (October 20-22, 2025) This blog reveals the enterprise success story of Robertson Stephens ($8B+ AUM), and why AI agents -not AI tools - represent wealth management's future. Learn more November 3, 2025 Conference ## The Inflection Point: How RIA Edge Summit 2025 confirmed AI agents are taking over wealth management RIA Edge Summit 2025 had 250+ wealth management leaders in Marina del Rey. The headline stat: 60% of advisors are using or planning to use AI within 12 months. The bigger story? A three-stage evolution - Note Takers to Agents to Digital Workers - that's moving faster than anyone expected. Learn more October 20, 2025 Conference ## The conversations that matter: How FutureProof Festival 2025 confirmed what we already knew Huntington Beach, perfect weather, and 5,000 wealth management professionals all discussing the same thing: operational bottlenecks killing their growth. The best conversations? They happened over terrible putts at the Mili booth, where advisors told us they're done waiting for the future. They need solutions now. Learn more September 22, 2025 No items found. No items found. ## No keyword matchs your search. Try adjusting your search. - [View all resources](https://getmili.ai/resources) View all resources ## Join thousands of advice professionals getting weekly insights ## Ready to unlock **unseen efficiency & productivity** while keeping workflows natural? - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "About us - Mili" description: "Mili helps financial advisors reclaim their time with AI that adapts to their workflow, automates admin tasks, and unites their tech stack—so they can focus on meaningful client relationships." url: https://getmili.ai/about-us --- # We get it. You didn't sign up to be a tech manager. You became a financial advisor to change lives. To sit across from families during their biggest moments. To be the steady voice when markets get crazy. Instead, you're juggling 15 different software tools that barely talk to each other. Copying the same client info into five systems. Staying late to write follow-up emails. Wondering how software that promised to save time ended up stealing your evenings. ## The tools meant to help us got in the way. For decades, wealth management technology has been built backwards. Each new tool solved one tiny problem but created three new ones. Your tech stack grew. Your workflows got messier. Your time with clients shrank. We watched advisors drowning in "solutions." Deterministic software that forced everyone into the same rigid box. Systems that made you change how you work instead of adapting to how you actually work. That's not technology serving advisors. That's advisors serving technology. ## AI changes everything. ## Finally. We believe AI is different because it learns how you work, not the other way around. It handles the repetitive stuff while you handle the human stuff. It connects your entire workflow instead of creating another silo. This wasn't possible before. Old software could only follow preset rules. AI can actually think, adapt, and handle the messy reality of running an advisory practice. ## Building firms that last. We're not here to help you scale for scale's sake. We're here to help you build something meaningful. A firm where you can take on that teacher with $50k to invest because your time isn't eaten up by busywork. Where your best advisors aren't buried in admin tasks. Where growth means deeper relationships, not just bigger numbers. The wealth advisory firm of tomorrow isn't about having the most clients or the biggest AUM. It's about being there for every client in a way that matters. It's timeless. It's resilient. It's human. ## We're different because we listen. Mili started when advisors told us they were tired of taking notes during meetings. So we built an agent for that. Then they told us about scheduling nightmares. So we built an agent for that. Then onboarding delays. Data entry disasters. Compliance headaches. Today, we're building a complete AI workforce because you asked for it. Not because some VC told us to. Not because it's trendy. Because advisors need it. Our team has been in advisors' offices. Watching the late nights. The weekend work. The tech headaches that interrupt client meetings. We built Mili because we've seen your struggles firsthand - and we knew there had to be a better way. ## This is bigger than software. We're not building another tool for your tech stack. We're building the foundation for how advisory firms will work for the next 50 years. Where AI agents handle everything that doesn't require a human heart. Where advisors have time to be advisors again. Where firms can serve anyone who needs help, not just those who are already wealthy. We're championing this future because someone has to. The big custodians won't. The legacy software vendors can't. But together, we will. ## Ready to build tomorrow's firm today? Join thousands of advisors who are done with bloated tech stacks and broken promises. Who believe technology should work for them, not against them. Who know the future of advice is human connection powered by AI intelligence. Let's build for tomorrow, today. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili --- --- title: "Privacy Policy — Mili" description: "How Mili handles personal information: the split between Account Data and Customer Data, meeting capture and consent, AI training exclusion and zero data retention, Google Limited Use, retention, security and your privacy rights." url: https://getmili.ai/privacy-policy --- # Privacy Policy **Last updated:** 6 October 2026 ## 1. Introduction Mili Software, Inc. (“Mili,” “we,” “us,” “our”) provides an AI assistant built for wealth advisors and other financial services professionals. This Privacy Policy explains how we handle personal information in connection with our website at getmili.ai, our desktop and mobile applications, and the Mili platform (together, the “Services”). Mili offers the Services to customers located in the United States. Customer Data is processed and stored in the United States. **Two commitments underpin everything below: we do not sell or share personal information, and we do not use Customer Data to train artificial intelligence models.** Questions about this policy can be directed to our Privacy Officer at [privacy@getmili.ai](mailto:privacy@getmili.ai). ## 2. Our two roles Mili handles two categories of information, and different rules apply to each. ### Account Data Information about the advisors, firms and website visitors who use Mili — names, business contact details, billing information, and login and usage records. Mili determines how Account Data is used and acts as a controller for it. ### Customer Data Information a customer firm submits to or generates through the Services in the course of serving its own clients — meeting content, notes, summaries, client and prospect records, documents, and data synchronised from connected systems. Mili processes Customer Data only on the customer firm’s instructions, as a service provider to that firm. The customer firm remains responsible for its relationship with its own clients, including any notice and consent those clients are owed. If you are a client of an advisory firm that uses Mili and you wish to access, correct or delete information about you, please contact that firm. We will assist the firm in responding. ## 3. Information we collect ### Account Data - Registration and profile information: name, business email address, telephone number, firm name and role. - Billing information. Payments are handled by a third-party payment processor; Mili does not store full payment card numbers. - Usage and device information: log records, IP address, browser and device type, and feature usage. - Correspondence with our support, sales and security teams. ### Customer Data Depending on the configuration a customer firm chooses, the Services may process: - Meeting content from virtual, in-person and telephone meetings, including transcripts, notes and summaries. - Meeting audio, where a firm has enabled audio capture. Audio capture is off by default. - Client and prospect records, including contact details and financial information provided by the firm or extracted from documents the firm uploads. - Data synchronised from systems the firm connects, such as CRM, calendar, email, financial planning and custodial platforms. - Consent records captured by the firm through the Services. ## 4. Meeting capture and consent Audio and video recording is off by default. A customer firm may configure capture mode for its organisation — including transcript-only and summary-only modes — and may enable audio capture where its own policies require it. Where audio capture is enabled, firms may configure real-time deletion of audio following transcription. The Services provide audible and on-screen meeting notices and support the capture and tracking of client consent, including contact-level consent history. Firms configure these workflows to match their compliance policies. Recording and notification laws vary by state, and some states require the consent of every participant. Customer firms are responsible for obtaining any consent required by law and by their own policies before capturing a meeting. ## 5. How we use information We use Account Data to provide, maintain and secure the Services; to authenticate users; to process billing; to provide support; to send service notices; to improve reliability and performance; and to comply with legal obligations. We also use Account Data to send product emails — information about features, releases and updates related to the Services — and to market to our mailing list, including after the original transaction. Every marketing email includes an unsubscribe link, and you can opt out at any time by following it or by writing to [privacy@getmili.ai](mailto:privacy@getmili.ai). Opting out does not stop service notices about your account or subscription. We use Customer Data only to provide the Services to the customer firm and as instructed by that firm, together with what is necessary to investigate security incidents or abuse and to comply with legal obligations. We may anonymise and aggregate information about how the Services are used, so that it no longer identifies any individual or customer firm, and use the result for statistics and to operate, analyse and improve the Services. Anonymised, aggregated data is never used to train artificial intelligence models, and is never derived from Google user data. We do not use Customer Data for advertising or marketing. We do not sell or share personal information. We do not use Customer Data to train artificial intelligence models. ## 6. Artificial intelligence ### Training exclusion Customer Data is not used to train or improve artificial intelligence models, whether ours or those of any third party. Every subprocessor that handles Customer Data is bound by a written agreement prohibiting its use for training or improving artificial intelligence or machine learning models. ### Zero data retention With the model and transcription providers that process Customer Data — OpenAI, Anthropic, Google, AssemblyAI and Deepgram — we operate under zero-data-retention terms. Customer Data sent to these providers is used only to return the requested result and is not retained by them afterwards. A small number of subprocessors retain content because the service requires it: collaborative note storage, request logging and evaluation tooling. These are listed on our [subprocessors page](/subprocessors) with the reason in each case. Their agreements prohibit training, and we can require deletion of Customer Data held by any subprocessor at any time. ### Human review AI-generated output, including notes, summaries, drafted communications and extracted data, is presented to the user for review. Output is not synchronised to a connected system or sent to any recipient without a user taking that action. ### Accuracy AI-generated output is produced on a best-effort basis. AI systems can produce incomplete or inaccurate results, including content that does not reflect what was said. Advisors are responsible for reviewing output before relying on it, entering it into a client record, or sending it to a client. ### Redaction Firms may configure categories of personal information to be redacted, so that redacted details do not reach summaries, forms or connected systems. ## 7. Google user data and Limited Use Where a firm connects Google Workspace, Mili requests only narrow, granular permissions: name and email address to identify the account; read access to Gmail and the ability to create drafts, which an authorised user reviews and sends; access to calendar events; and per-file access to Google Drive. Mili can open only the specific files a user selects through the Google Drive picker, and cannot browse, search or access any other file in that Drive. A firm may disconnect its Google account at any time. **Mili’s use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.** Google user data is Customer Data under this policy. It is used only to provide the features the firm has enabled. It is never used for advertising, never sold, and never used — whether raw, aggregated, de-identified or otherwise derived — to create, train or improve any generalised or foundational artificial intelligence or machine learning model, by us or by any provider acting on our behalf. Google user data is transferred only to the subprocessors that provide the features the firm has enabled, including the model providers described in section 6, and only to provide those features. It is never transferred to service providers for analytics, marketing or any other purpose. Mili personnel do not read Google user data unless the user has given affirmative agreement for us to view specific data, for example in a support request; it is necessary for security purposes, such as investigating abuse; or it is necessary to comply with applicable law. ## 8. Retention and deletion Retention is configured by the customer firm, subject to its agreement with us and to its own books-and-records obligations. Firms may configure retention at the object level and may delete meeting content, transcripts and summaries on request. Where a firm has enabled real-time audio deletion, meeting audio is deleted following transcription. Mili supports archiving and supervision export, including to Global Relay, so that firms can retain records within their own systems. On termination, Customer Data is made available for export for 30 days, after which it is deleted in accordance with the customer agreement. Copies held in backups are removed on our standard backup cycle. We retain Account Data for as long as needed for legal, tax and accounting purposes. ## 9. Disclosure and subprocessors We disclose personal information only as follows: - To subprocessors that help us provide the Services. Our current list is on our [subprocessors page](/subprocessors). - To our affiliates, including MILIAI Technologies in India, whose personnel support and maintain the Services as described in section 11, and in the case of Google user data only as permitted by section 7. - To service providers that support our business operations, such as our payment processor and website analytics providers. These receive Account Data only, never Customer Data or Google user data. - To professional advisers such as auditors and legal counsel, under confidentiality obligations. - In connection with a merger, acquisition or sale of assets, with notice to affected customers. - Where required to comply with law, legal process or a governmental request, or to protect the rights, property or safety of Mili, our customers or others. Every affiliate, service provider and subprocessor is bound by a written agreement requiring it to keep personal information confidential and use it only for the purposes for which we disclose it. Every subprocessor is further bound to use Customer Data only to provide services to us, to maintain appropriate safeguards, and not to use Customer Data to train or improve artificial intelligence or machine learning models. We can require deletion of Customer Data held by a subprocessor at any time. We will update the subprocessor page before adding a new subprocessor that handles Customer Data. We do not sell or share personal information, and we do not disclose Customer Data to third parties for their own purposes. ## 10. Security Mili maintains a security programme covering technical, administrative and organisational controls. Current measures include: - SOC 2 Type 2 examination, with the report available to customers and prospective customers under a non-disclosure agreement. - ISO/IEC 27001:2022 certification of our information security management system, covering the Mili platform. The certificate is available on request. - AES-256 encryption of data at rest and TLS 1.2 or above for data in transit. - Multi-factor authentication, with single sign-on and SAML provisioning available to customer firms. - Role-based access on a least-privilege basis, with access reviewed quarterly. - Logical isolation of each customer firm’s data. - Annual third-party penetration testing covering the application, APIs, cloud environment and external network, alongside ongoing vulnerability management. - Audit logging of access, configuration changes, integration activity and consent events. - Background checks on personnel and annual security awareness training. If we become aware of a security breach leading to unauthorised access to personal information, we will notify affected customer firms without undue delay, and in any event within 72 hours of becoming aware of it. Suspected security issues can be reported to [privacy@getmili.ai](mailto:privacy@getmili.ai). ## 11. Where data is processed Customer Data is processed and stored in the United States on Amazon Web Services infrastructure. Mili’s engineering and support teams include personnel located in India. A limited number of these personnel may access Customer Data where necessary to provide support, investigate an issue, or maintain the Services. Access is granted on a need basis, restricted by role-based permission, carried out over an encrypted connection, logged, and reviewed. All personnel are bound by confidentiality obligations and receive annual security training. Access to Google user data is further limited as set out in section 7. ## 12. Your privacy rights ### California Under the California Consumer Privacy Act as amended, California residents may request to know what personal information we hold, to delete it, to correct it, and to receive it in a portable format. California residents also have the right to opt out of the sale or sharing of personal information and to limit the use of sensitive personal information — although Mili does not sell or share personal information, and does not use sensitive personal information for any purpose beyond providing the Services. We will not discriminate against anyone for exercising these rights. Requests may be submitted to [privacy@getmili.ai](mailto:privacy@getmili.ai) and may be made by an authorised agent. We will verify identity before responding, and will respond within 45 days, with one extension where permitted. ### Other states Residents of other states with comprehensive privacy laws have comparable rights of access, correction, deletion, portability and opt-out. Requests may be submitted to [privacy@getmili.ai](mailto:privacy@getmili.ai). If we decline a request, you may appeal by replying to our response; we will inform you of the outcome and of your right to contact your state attorney general. ### Requests concerning Customer Data Where a request concerns information held on behalf of an advisory firm, please direct it to that firm. Mili will support the firm in responding. ## 13. Cookies Our marketing website uses cookies that are necessary for the site to function, together with analytics cookies that help us understand how the site is used. You can set your browser to refuse cookies, though parts of the site may not function properly. We honour Global Privacy Control and Do Not Track signals. The Mili platform itself uses cookies only for authentication and session management. We do not use advertising or behavioural tracking cookies within the platform, and Customer Data is never used for advertising. ## 14. Age The Services are intended for business use by individuals aged 18 or over. They are not directed to children, and we do not knowingly collect personal information from anyone under 18. ## 15. Changes to this policy We will post any changes here and update the date at the top. If a change is material, we will notify customers by email or through the Services before it takes effect. ## 16. Contact Privacy Officer — [privacy@getmili.ai](mailto:privacy@getmili.ai). Support — [support@getmili.ai](mailto:support@getmili.ai). Mili Software, Inc., 108 W. 13th Street, Suite 100, Wilmington, DE 19801. --- --- title: "Subprocessors — Mili" description: "The subprocessors Mili uses to provide the Services, what each one handles, and how long it retains Customer Data. None may use Customer Data to train AI models." url: https://getmili.ai/subprocessors --- # Subprocessors **Last updated:** 8 October 2026 Mili uses the subprocessors below to provide the Services. Each is bound by a written agreement requiring appropriate safeguards, permitting use of Customer Data only to provide services to Mili, and prohibiting use of Customer Data to train or improve artificial intelligence or machine learning models. We can require deletion of Customer Data held by any subprocessor at any time. ## Model and transcription providers These providers process Customer Data under zero-data-retention terms. Customer Data is used only to return the requested result and is not retained afterwards. - **OpenAI** — language models. Queries, notes, transcripts and documents. No retention. - **Anthropic** — language models. Queries, notes and transcripts. No retention. - **Google Cloud** — language models. Queries, notes and transcripts. No retention. - **AssemblyAI** — speech to text. Audio and transcripts. No retention. - **Deepgram** — speech to text. Audio and transcripts. No retention. ## Processing services These providers receive Customer Data to perform a specific task and do not retain it. - **Thesys** — interface generation. Queries. No retention. - **Parallel** — web research. Queries. No retention. - **Perplexity** — web research. Queries. No retention. - **Exa Search** — web research. Queries. No retention. - **ConvertAPI** — document conversion. Documents. No retention. - **RapidAPI** — people search and document conversion. Queries and documents. No retention. - **E2B** — sandboxed code execution. Queries. No retention. ## Infrastructure and storage These providers hold Customer Data for as long as the customer firm’s own retention settings require. - **Amazon Web Services** — hosting, storage and processing. All Customer Data. - **Recall.ai** — meeting capture. Audio and transcripts. - **Tiptap** — collaborative note storage. Notes. ## Operational tooling These providers hold limited Customer Data for a defined period to support the reliability and quality of the Services. - **Portkey** — model gateway and request logging. Transcripts and notes. Up to 30 days. - **Braintrust** — model evaluation and tracing. Transcripts, notes and queries. Up to 30 days. ## Changes to this list We update this page before adding a new subprocessor that handles Customer Data. To be notified of changes, write to [privacy@getmili.ai](mailto:privacy@getmili.ai). How Customer Data is handled is set out in our [privacy policy](/privacy-policy). --- --- title: "Terms of Service — Mili" description: "The terms governing use of the Mili platform: Customer Data ownership, AI-generated Output and human review, meeting capture consent, advisor compliance responsibilities, fees, security, liability and dispute resolution." url: https://getmili.ai/terms-of-use --- # Terms of Service **Last updated:** 6 October 2026 ## 1. Agreement These Terms of Service (“Terms”) govern access to and use of the Mili platform, applications and website (the “Services”), provided by Mili Software, Inc., a Delaware corporation with offices at 108 W. 13th Street, Suite 100, Wilmington, DE 19801 (“Mili,” “we,” “us”). By accessing or using the Services, you agree to these Terms. If you are agreeing on behalf of a firm, you represent that you have authority to bind that firm, and “you” and “Customer” refer to that firm. Where Mili and a Customer have signed a separate written agreement covering the Services, that agreement governs and prevails over these Terms to the extent of any conflict. ## 2. Definitions - **“Authorized User”** means an individual a Customer permits to use the Services under its account. - **“Customer Data”** means data a Customer or its Authorized Users submit to, or generate through, the Services, including meeting content, transcripts, notes, client records, documents and data synchronised from connected systems. - **“Output”** means notes, summaries, extracted data, drafted communications and other material generated by the Services using artificial intelligence. ## 3. The Services Mili provides an AI assistant for wealth advisors and other financial services professionals, covering meeting documentation, client data management, follow-up workflows and related capabilities. Subject to these Terms, Mili grants Customer a non-exclusive, non-transferable right to access and use the Services during the subscription term for its internal business purposes. The Services are offered to customers located in the United States. We may modify or improve the Services over time. We will not materially reduce the core functionality of a paid subscription during its term without notice. Mili and its licensors own all right, title and interest in and to the Services, including all software, models, designs, documentation, trademarks and other intellectual property in them, and all improvements and derivatives of them. Mili reserves all rights not expressly granted to Customer in these Terms. If Customer or an Authorized User sends Mili any question, comment, suggestion, idea or other feedback about the Services (“Feedback”), Customer assigns to Mili all intellectual property rights in that Feedback. Mili owns the Feedback and may use and share it for any lawful purpose, commercial or otherwise, without acknowledgment or compensation. Feedback does not include Customer Data. ## 4. Accounts and eligibility The Services are for business use by individuals aged 18 or over. Customer is responsible for maintaining the confidentiality of account credentials, for activity under its account, and for ensuring that Authorized Users comply with these Terms. We recommend enabling multi-factor authentication; single sign-on and SAML provisioning are available. ## 5. Customer Data As between the parties, Customer owns all Customer Data and all Output generated from it. Customer grants Mili a limited licence to host, process and transmit Customer Data to provide and support the Services, as instructed by Customer, and as permitted below. Mili may collect data about the use and performance of the Services, and may anonymise and aggregate it so that it does not identify Customer, any Authorized User or any other individual (“Aggregated Data”). Mili owns Aggregated Data and may use it for statistics and to operate, analyse and improve the Services. Aggregated Data is never used to train artificial intelligence models and is never derived from Google user data. Mili does not use Customer Data to train artificial intelligence models, and every subprocessor that handles Customer Data is contractually prohibited from doing so. Mili can require deletion of Customer Data held by a subprocessor at any time. Mili’s current subprocessors are listed on our [subprocessors page](/subprocessors). Customer controls how the Services handle its data, including meeting capture mode, retention periods, redaction categories, consent workflows and archiving export. Customer is responsible for the configuration it selects. ## 6. Meeting capture, notices and consent Audio and video recording is off by default. Customer may enable audio capture and select capture modes for its organisation. Federal and state laws govern the recording of conversations and the notice or consent required. Several states require the consent of all participants. Customer is solely responsible for determining what notice and consent its meetings require, for obtaining that consent, and for configuring the Services accordingly. Mili provides audible and on-screen meeting notices, consent capture and contact-level consent history to support Customer in meeting these obligations. These are tools, not legal advice, and their availability does not transfer responsibility to Mili. ## 7. AI-generated Output The Services use artificial intelligence to generate Output. Output is produced on a best-effort basis and may be incomplete or inaccurate, including by attributing content that was not said or by omitting content that was. Output is presented for review and is not synchronised to a connected system or sent to any recipient without an Authorized User taking that action. Customer is responsible for reviewing Output before relying on it, entering it into a client record or books and records, or communicating it to a client or third party. **Output is not legal, tax, compliance or investment advice, and is not a substitute for the professional judgement of a licensed advisor.** ## 8. Customer compliance responsibilities Mili is designed for use by financial services firms and acts as a service provider to them. Customers of the Services are typically subject to obligations under the Investment Advisers Act, FINRA rules, Regulation Best Interest, Regulation S-P and the Gramm-Leach-Bliley Act, and to comparable state requirements. Customer remains responsible for its own regulatory obligations, including books-and-records retention, supervision and review of communications, safeguarding of customer information, and any notices or consents owed to its clients. Mili supports these obligations through configurable retention, archiving and supervision export, audit logging, consent capture and redaction controls, and by maintaining a security programme examined under SOC 2 Type 2 and certified to ISO/IEC 27001:2022. Mili does not provide legal, compliance, tax or investment advice, and nothing in the Services constitutes a determination that a Customer has met its regulatory obligations. ## 9. Acceptable use Customer and its Authorized Users will not: - Use the Services in violation of applicable law, or to infringe the rights of others. - Use the Services where the use would be subject to industry-specific regulations the Services are not designed to meet, including the Health Insurance Portability and Accountability Act (HIPAA) and the Federal Information Security Management Act (FISMA). - Upload material containing malware, or interfere with or disrupt the Services or the infrastructure supporting them. - Circumvent or attempt to circumvent authentication, access controls or usage limits. - Reverse engineer, decompile or attempt to derive the source code of the Services, except where applicable law expressly permits it. - Use the Services to build a competing product or service, or to benchmark them for that purpose without our written consent. - Resell, sublicense or make the Services available to any third party other than Authorized Users. - Access or use the Services through automated means except through interfaces we provide for that purpose. We may suspend access where use presents a security risk, threatens the integrity of the Services, or violates this section, with notice where practicable. ## 10. Integrations The Services can connect to third-party systems including CRM, calendar, email, financial planning and custodial platforms. Customer authorises these connections and the scope of access granted. Third-party services are governed by the Customer’s agreement with the relevant provider, and Mili is not responsible for their availability, accuracy or security. Where Customer connects Google Workspace, Mili requests only narrow, granular permissions and can open only the Drive files an Authorized User selects through the Google Drive picker. Mili’s use and transfer of information received from Google APIs to any other app adheres to the Google API Services User Data Policy, including the Limited Use requirements. Further detail is set out in our [privacy policy](/privacy-policy). ## 11. Fees, subscriptions and trials Fees, billing frequency and subscription term are as set out in the applicable order or in the plan selected at sign-up. Subscriptions renew automatically unless cancelled before the end of the then-current term. Fees are payable in US dollars and are exclusive of taxes. Customer authorises Mili to charge its chosen payment method on a recurring basis, at the prices then in effect, without requiring prior approval for each recurring charge, until the subscription is cancelled. Customer will keep its payment information current and accurate. A free trial of 14 days is available to new customers, starting when the organisation signs up. At the end of the trial, continued access requires a paid subscription or a licence assigned by an administrator. We may change prices at any time, and will communicate price changes in accordance with applicable law. We may correct errors in pricing, even after payment has been requested or received. All purchases are non-refundable. Cancellation takes effect at the end of the current paid term; Customer retains access until that date. ## 12. Confidentiality Each party may receive confidential information of the other. The receiving party will protect it with at least reasonable care, use it only in connection with these Terms, and disclose it only to personnel, advisers and, in Mili’s case, affiliates and subprocessors who need it and are bound by confidentiality obligations. This does not apply to information that is public through no fault of the receiving party, independently developed, or lawfully received from a third party. Disclosure required by law is permitted, with notice where legally allowed. ## 13. Security and privacy Mili maintains administrative, technical and organisational safeguards designed to protect Customer Data, described in our [privacy policy](/privacy-policy). Our SOC 2 Type 2 report is available to customers and prospective customers under a non-disclosure agreement, and our ISO/IEC 27001:2022 certificate is available on request. A data processing addendum is available on request and, once executed, forms part of the agreement between the parties. Customer Data is processed and stored in the United States. Mili’s engineering and support teams include personnel located in India, a limited number of whom may access Customer Data where necessary to provide support or maintain the Services, on a need basis and subject to the controls described in our privacy policy. We will notify Customer of a security breach affecting its Customer Data without undue delay, and in any event within 72 hours of becoming aware of it. ## 14. Support and availability Support is available to all customers on every plan at [support@getmili.ai](mailto:support@getmili.ai). We aim to make the Services continuously available but do not guarantee uninterrupted availability. Any committed service levels are set out in a signed agreement or service level addendum. ## 15. Term, termination and data on exit These Terms apply for as long as Customer uses the Services. Either party may terminate for material breach that remains uncured 30 days after written notice. Mili may suspend or terminate for non-payment or for use that creates a security or legal risk. **Without limiting any other provision of these Terms, Mili may, in its sole discretion and without notice or liability, deny access to and use of the Services to any person, and suspend or terminate any account, at any time, for any reason or for no reason.** If Mili terminates or suspends an account, the Customer and its Authorized Users may not register a new account under their own name, a false or borrowed name, or the name of any third party. On termination, Customer may export its Customer Data for 30 days, after which Mili will delete it in accordance with the applicable agreement, with copies in backups removed on the standard backup cycle. Customer is responsible for retaining any records it is required to keep under its own regulatory obligations, and should use the export and archiving features before termination takes effect. ## 16. Disclaimers **The Services are provided “as is” and “as available”, and Customer’s use of them is at its sole risk. To the fullest extent permitted by law, Mili disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose and non-infringement. Mili does not warrant that Output will be accurate, complete or suitable for any particular purpose, or that the Services will be uninterrupted or error-free.** **To the fullest extent permitted by law, Mili assumes no liability or responsibility for any unauthorised access to or use of its servers or any personal or financial information stored on them, or for any loss or corruption of data. Although Mili performs regular backups, Customer is responsible for the data it transmits to the Services and for maintaining its own copies, and waives any right of action against Mili arising from loss or corruption of data.** ## 17. Limitation of liability Mili’s aggregate liability arising out of or relating to these Terms will not exceed the lesser of the amount paid by Customer to Mili in the six months preceding the event giving rise to liability, or $1,000, with carve-outs outside the cap for breach of confidentiality, the indemnification obligations in Section 18, and fees owed. The carve-out for breach of confidentiality does not extend to claims arising from a security incident, including any unauthorised access to, or loss, corruption or disclosure of, Customer Data, which remain subject to the cap. **Neither party will be liable for indirect, incidental, consequential, special or punitive damages, or for lost profits, lost revenue, or loss or corruption of data, even if advised of the possibility.** ## 18. Indemnification Mili will defend Customer against third-party claims that the Services infringe a US intellectual property right, and will pay damages finally awarded, provided Customer notifies Mili promptly and allows Mili to control the defence. Customer will defend, indemnify and hold harmless Mili and its affiliates, and their respective officers, directors, employees, agents and partners, from and against any loss, damage, liability, claim or demand, including reasonable attorneys’ fees and expenses, made by any third party due to or arising out of: Customer’s or its Authorized Users’ use of the Services; breach of these Terms; Customer Data; Customer’s failure to obtain any notice or consent required for meeting capture; or violation of law or of the rights of a third party. Mili reserves the right, at Customer’s expense, to assume the exclusive defence and control of any matter for which Customer is required to indemnify Mili, and Customer will cooperate, at its expense, with that defence. Mili will use reasonable efforts to notify Customer of any such claim on becoming aware of it. ## 19. Governing law and disputes These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles. The parties will attempt to resolve any dispute informally for 30 days after written notice. Unresolved disputes will be finally settled by binding arbitration under the Commercial Arbitration Rules of the American Arbitration Association, seated in Wilmington, Delaware. Each party waives any right to participate in a class or representative proceeding. Either party may seek injunctive relief in court to protect its intellectual property or confidential information. Where a dispute proceeds in court rather than arbitration, it will be brought exclusively in the state and federal courts located in Wilmington, Delaware, and each party consents to the personal jurisdiction of those courts and waives any objection based on lack of personal jurisdiction or forum non conveniens. No claim related in any way to the Services may be brought by either party more than one (1) year after the cause of action arose. ## 20. Changes to these Terms We may update these Terms. We will post the updated version with a revised date and, where the change is material, notify Customer by email or through the Services. Updated Terms take effect for all customers on posting or on notice by email, as stated in that notice. By continuing to use the Services after the effective date, Customer agrees to the updated Terms. ## 21. General Neither party may assign these Terms without the other’s consent, except to a successor in connection with a merger or sale of substantially all assets. Neither party is liable for delay or failure caused by events beyond its reasonable control. If any provision is held unenforceable, the remainder continues in effect. These Terms, together with the privacy policy, any data processing addendum and any signed agreement, constitute the entire agreement between the parties. Notices to Mili should be sent to the address below. ## 22. Contact Mili Software, Inc., 108 W. 13th Street, Suite 100, Wilmington, DE 19801. General and support — [support@getmili.ai](mailto:support@getmili.ai). Privacy — [privacy@getmili.ai](mailto:privacy@getmili.ai). ---