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.
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.
Quarterly Third-Party Penetration Testing
External security firm conducts penetration tests every 90 days. 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
RIAs and Broker Dealers love Mili for its accuracy, security and discreet support
“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.”
“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.”
“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.”
“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.”
“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.”
