Saturday, April 11, 2026
Mili has officially introduced Mili Office, an agentic AI platform built specifically for wealth advisors. With this launch, the company expands beyond its original meeting-focused AI agent to deliver a fully integrated solution that connects directly to the systems advisors already rely on and manages complete workflows from start to finish.
Initially, Mili gained market attention with its AI meeting agent, which offered preparation, structured notes, insights, and bi-directional CRM integrations—without requiring recordings or intrusive bots joining client calls. Now, with Mili Office, the company takes a significant step forward by embedding agentic AI deeper into daily advisory operations.
Chirag Gandhi, Co-Founder & CEO of Mili, emphasized the urgency of AI adoption in the advisory space. He said, "The firms already using Mili have seen what AI can do for their meetings. Now they want it everywhere. The ones that commit to this will outperform the ones that wait. That gap only widens from here."
On average, financial advisors toggle between five or more platforms daily. Consequently, fragmented systems slow productivity and increase operational complexity. Mili Office addresses this challenge by consolidating workflows into one unified conversational interface.
The platform integrates seamlessly with major CRMs such as Salesforce, Wealthbox, Redtail, Advyzon, XLR8, and Practifi. Additionally, it connects with financial planning software like eMoney, calendars including Google Calendar and Microsoft 365, and custodians such as TradePMR. As a result, advisors can access insights and execute tasks across multiple platforms without switching systems.
For example, advisors can ask contextual questions like:
“Should I be sensitive to anything related to Ted before I call him?”
“Have any of my clients expressed interest in crypto?”
“Show me clients who completed a Roth conversion in 2025.”
Beyond answering queries, Mili Office also automates recurring workflows. It can identify clients with overdue reviews, draft personalized outreach messages, and generate automated pre-meeting briefs. Therefore, advisors save significant time while maintaining personalized service.
Importantly, Mili Office prioritizes compliance. Every AI-generated answer includes direct source links to the original meeting, CRM record, or planning document, ensuring transparency and audit readiness. Independent research from The Oasis Group found that Mili achieved 96% note-taking accuracy—the highest among AI meeting solutions evaluated in its 2025 report.
Furthermore, Mili holds SOC 2 Type II certification and ISO 27001 compliance, making it the only agentic AI platform for wealth advisors to achieve both standards.
Several advisory firms, including Avion Wealth, SFMG Wealth Advisors, and Presidio Capital Management, have already adopted Mili Office. In one case, a team automated form-filling for over 100 new account documents—reducing a process that once took weeks to mere minutes.
Mike Bard, Director of Financial Planning at The Sum, shared measurable impact: "We used to contemplate where an advisor's capacity topped out. In our experience, Mili gave an advisor the ability to serve 25% more clients."
Ultimately, Mili Office represents a transformative shift in how wealth advisors leverage agentic AI—not merely for meetings, but for end-to-end operational excellence.
To join our expert panel discussions, reach out to info@intentamplify.com
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