Oasis Group's 2025 AI note-taker research report: Why Mili is the industry leader for Wealth Advisors

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:

1. Hear a topic.
2. Recognise it as planning data, context, or a task.
3. Place it into the right section.
4. 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 and see how accurate meeting notes can become the engine for the rest of your firm’s AI.

‍