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
“Our compliance team approved Mili, that says a lot.”
“I wasn't using any AI software before Mili. The biggest barrier was always compliance hurdles within our industry. I'm grateful that our compliance team thoroughly reviewed Mili and gave it their stamp of approval -that speaks volumes about the security architecture.”
“No active recorder in our meetings and clients love that.”
“Our high net worth clients were uneasy with other AI tools that put recording bots in meetings. With Mili, there's no active recorder or participant in our Zoom meetings - and clients love that. Plus, Mili automatically redacts sensitive information, which we didn't get with other platforms. This privacy-first approach was crucial for earning our clients' trust.”
“No recordings means easier compliance and peace of mind.”
“The fact that Mili doesn't keep recordings makes compliance remarkably simple. When we explain to clients how Mili works - that it processes information in real-time without storing recordings - they're completely comfortable. It puts both our compliance team and our clients' minds at ease.”
