getmili.ai: The Intelligent Workforce for Wealth Advisors

getmili.ai is a powerful AI-powered platform designed specifically for wealth management firms, transforming how financial advisors manage client interactions and internal workflows. With a comprehensive suite of specialized AI agents, it automates meeting intelligence, scheduling, onboarding, compliance, and digital marketing—streamlining operations while maintaining the highest standards of security and privacy. Tailored to adapt to each firm’s unique processes, getmili.ai ensures seamless integration with existing CRMs, calendars, and financial systems, all without recording or storing audio, preserving client confidentiality. Trusted by RIAs and Broker Dealers, it enhances human connection by eliminating administrative burdens, saving advisors 30–45 minutes per meeting.

Key Features:

• Meeting Agent: Captures real-time meeting intelligence, auto-updates CRM, sends professional follow-ups, and generates summaries—all without audio recording or stored transcripts.
• Scheduling Agent: Automates calendar coordination, sends invites, and includes agenda integration across team calendars.
• Data Management Agent: Synchronizes client data across systems, including contact details, family changes, and account information.
• Onboarding Agent: Automates form filling, application completion, and triggers welcome workflows for new clients.
• Prospect Research Agent: Delivers background insights, interests, and professional connections before client meetings.
• Compliance Agent: Ensures documentation of fiduciary discussions, manages Form ADV disclosures, and prepares for audits with real-time monitoring.
• Digital Marketing Agent: Automates email campaigns, website content updates, event promotions, and drip marketing sequences.
• Documents Agent: Extracts key data from uploaded documents (e.g., tax forms, statements, insurance, estate plans) and inputs it into systems.
• Client Insights Engine: Provides meeting analytics, engagement metrics, tracking of client wants and concerns, referrals, gift recommendations, and customer funnel reports.
• Multi-Platform Access: Available on Android, iOS, Windows, and Mac via a downloadable app.
• Advanced Security: Features bank-grade encryption (AES-256, TLS 1.2+), SOC 2 Type 2 and ISO 27001 certification, JWT session management, and AWS firewall/VPN protection.
• Privacy-First Design: No audio storage, real-time streaming only, PII redaction, and client data never used to train models.
• Customizable Workflows: Adapts to firm-specific processes, communication styles, and operational needs.
• Role-Based Access Control: Three-tier access (Admin, Advisor, Assistant) with customizable permissions.
• White-Glove Onboarding: Dedicated support and onboarding for higher-tier plans.
• Enterprise Features: Private cloud deployment, multi-entity management, and customizable data retention policies.
• Language Support: Available in English, Spanish, French, German, Italian, Portuguese, Russian, and more.
• Flexible Integration: Works with major CRMs, calendars, financial planning tools, and custodian platforms.
• Verbal Consent Tracking: Offers customizable mechanisms for capturing client consent during meetings.
• Action Plan Generation: Creates personalized advisor action plans with branding options in premium tiers.
• Dial-in & In-Person Support: Supports phone calls via dial-in or post-call uploads, and in-person meetings using laptop or mobile app.

Pricing: getmili.ai offers a 60-day free trial and a tiered subscription model: Mili Ignite ($60/month annually, $75/month monthly), Mili Spark ($90/month annually, $110/month monthly), Mili Accelerate ($130/month annually, $150/month monthly), and Mili Infinity (contact sales). Assistant seats are complimentary in Spark, Accelerate, and Infinity plans, with an optional add-on for $10 in the Ignite tier.

Conclusion: getmili.ai is a game-changing AI platform for wealth management professionals, combining deep industry-specific automation with enterprise-grade security and privacy—making advisors more efficient, compliant, and client-focused without compromising trust or workflow integrity.