Mili

Mili is an AI-powered meeting assistant platform created for wealth advisors and wealth management firms. The platform is designed to streamline the workflow of financial professionals by automating administrative tasks associated with client meetings.

Mili's core functionality includes recording, transcribing, and summarizing meetings. It then converts these conversations into organized notes and generates actionable follow-up items. This automation can save wealth advisors a significant amount of time, estimated at over 30 hours per month, which would otherwise be spent on manual note-taking and post-meeting administrative work. The platform integrates with existing wealth management software, creating a more unified and efficient system for managing client interactions and data.

Mili operates on a subscription-based model, providing its services to financial advisors who are looking to enhance their productivity and client engagement. The company has secured $2 million in a seed funding round, which will likely be used to further develop the platform and expand its market reach within the wealth management industry.

Keywords: AI meeting assistant, wealth management, financial advisors, automated note-taking, client follow-ups, wealth-tech, SaaS, seed funding, productivity tool, CRM integration