Mili is the most private and secure meeting assistant for wealth advisors. Mili supports meeting documentation across all platforms (Zoom, Teams, Google Meet, RingCentral, Zoom Phone, in-person) with meeting preparation one-pagers, real-time notes during client conversations and drafting follow-up emails ready to send. Post the meeting, all notes, action items and workflows seamlessly integrate into your custom CRM platform. There are no intrusive bots or AI participants joining meetings, no audio recording created - Mili works with a streaming architecture that produces real-time notes while preserving privacy an enterprise-grade customization - from meeting types and agendas to email templates and CRM workflows.