Why advisors are choosing an AI workforce over a note-taker
No bots join meetings
Completely invisible to clients
No recordings created
Only secure transcripts
AI agent suite
8+ agents beyond just notes
Advance 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.
Detailed feature comparison
Meeting Privacy
Client Control
PII Protection
Recording Storage
Security Standards
Data Retention
Consent Handling
Meeting Types
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
Meeting analytics
Client engagement metrics & insights
Client wants and concerns
Referrals tracking
Personalized gift recommendations
Customer funnel reports
Client Profiles
Ask AI Feature
Admin Access Control
Create Teams
Trial Period
Trial Period
Assistant Seats
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
Built-in scratchpad for collaboration
Available with custom branding
Deep & custom integrations with your CRMs
eMoney & RightCapital
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
Mili AI Assistant
Available
Available
14 days, no credit card
Complimentary seats included
"Zocks AI" bot joins meetings
No pause during sensitive sections
Basic PII redaction
Recordings deleted after notes processing
Only SOC2 Type 2
Custom object-level retention
One-size-fits-all consent
Virtual, in-person, phone calls
Limited template modifications
Basic meeting preparation
Not available
Not available
Auto sync meeting notes to CRM
eMoney & PreciseFP only
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
Zocks AI Assistant
Available
Available
Get started for free
Paid up admin assistant seats ($300/year)
Why leading advice firms choose Mili over Zocks
Built for compliance, not just convenience
Zocks records your meetings. That's a compliance nightmare waiting to happen.
Mili was built from day one with enterprise-grade compliance and security.
"We love that Mili doesn't create recordings. When we talk to clients about how we're using Mili and what it's doing for us, they're completely comfortable with that. No recordings means compliance is much easier and simpler, and quite frankly, it puts clients' minds at ease."
Notes that actually help your practice
Zocks builds detailed summaries and family trees from your meetings.
But advisors tell us they need more, capturing referral opportunities, life event triggers, and risk changes that actually grow practices.
"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.
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."
Privacy your clients will appreciate
Zocks' bot joins with a "recording" sign. Not exactly building trust.
Mili is different.
"Clients always expect us to use software like this - they see it with doctors and other professionals. But what they appreciate is that Mili doesn't have that faceless recording assistant joining meetings. We work with high-net-worth individuals who value their privacy. They feel more comfortable knowing it's just us in the meeting."
Integration that connects your entire tech stack
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."
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."
