Mili: AI Meeting Assistant
Secure Notetaking for Advisors
About
This app automates meeting notes and follow-ups for wealth advisors. It captures real-time notes during virtual or in-person meetings and generates summaries with follow-up emails. Designed with security and compliance in mind, it integrates with popular meeting platforms.
What's New in Mili
2.5.4
October 7, 2026
bug fixes
FAQ
What is Mili's primary function?
Mili is an AI-powered assistant designed to automate meeting notes and follow-ups specifically for wealth advisors. It captures notes in real-time, generates summaries, and creates follow-up emails to save advisors time.
How does Mili ensure security and privacy for client data?
Mili is built with compliance in mind and protects data at all times. It focuses on real-time streaming of notes without storing recordings of conversations. Personally identifiable information (PII) is kept confidential and is not processed through LLM models.
Does Mili integrate with popular virtual meeting platforms?
Yes, Mili seamlessly integrates with leading virtual meeting platforms such as Google Meet, Zoom, and Microsoft Teams, ensuring accurate and comprehensive note-taking for both virtual and in-person discussions.
What kind of follow-up actions can Mili generate?
Mili generates a summary of the meeting and a follow-up email that can be sent to your client. It also helps track tasks and follow-ups, making them intelligent and personalized to improve client engagement.
Is Mili available on multiple devices?
Mili is currently supported on Mac and iPhone devices, allowing advisors to manage their meetings and client communications across their preferred Apple ecosystem.
How frequently is Mili updated?
The latest version of Mili is 2.1.0, and it was last updated on June 4, 2026. This indicates a commitment to ongoing development and improvements for the application.
What is the user feedback on Mili?
Mili has received excellent user feedback, with an average rating of 5.0 stars from 2 ratings. This suggests a high level of user satisfaction with the app's functionality and performance.
Is Mili free to use?
Yes, Mili is available for free. There are no in-app purchases or subscription fees required to use its core features for meeting assistance and follow-ups.
