The First Note from Mili, Two hours of deep client conversation. Twenty crucial updates. And your notes are scattered across three pages. Those crucial details. Family updates. Investment ideas. All living in your hastily scribbled notes. Then comes the real work: decoding your handwriting at 7 PM. Creating summaries. Planning follow-ups. That's where we've been - in advisor offices, watching these moments unfold. Over the past months, we've been heads-down building Mili alongside amazing advisor partners. Now we're excited to share our journey of transforming these late-night tasks into moments won back. We'll be sharing our partnerships, product innovations, security milestones, and stories of advisors transforming their practice with Mili. Stay tuned - lots of exciting updates coming your way. #wealthmanagement #financialadvice #financialplanning #artificialintelligence #fintech #wealthtech #financialadvisors #ai #mili
关于我们
Ready to ditch the note-taking grind and focus on what matters most? Mili is your AI sidekick for streamlined workflows and personalized client experiences.
- 网站
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https://www.getmili.ai
Mili的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Francisco
- 类型
- 私人持股
- 创立
- 2024
地点
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主要
获取路线
US，San Francisco