Wealthbox is excited to announce an integration with Mili, a secure AI notetaker purpose-built for wealth advisors. Mili delivers real-time, recording-free meeting notes across all meeting types — in-person, virtual, and phone — without ever joining as a participant. With the Mili integration, advisors can sync meeting notes, action items, and workflows from Mili directly into Wealthbox, enhancing client record-keeping and boosting productivity.
Join us for a live webinar on Wednesday, May 7th at 2:00 PM ET to learn more about the integration between Mili + Wealthbox.
Vennela Miryala, Co-founder & CPO at Mili
“We designed Mili to be a secure, intelligent meeting assistant for advisors — one that captures key information without compromising client privacy,” said Vennela Miryala, Co-founder & CPO at Mili. “Our integration with Wealthbox helps advisors centralize their notes and action items, while streamlining workflows across the firm.”
“Mili brings AI-driven meeting intelligence to the advisor’s daily workflow,” said James Byers, Product Manager at Wealthbox. “This integration helps firms turn conversations into compliant, actionable CRM updates — all without lifting a finger.”
James Byers, Product Manager at Wealthbox
How it works
With the Mili integration, advisors can push finalized meeting notes directly into Wealthbox, categorized by contact and tagged for easy search.
Action items discussed during the meeting are automatically structured into tasks or workflows, with customizable fields for due dates, assignees, and priorities. Firms can configure automation settings to match their operational processes, from pre-defined task templates to auto-assignment based on roles.
Learn more
- Integration Page: Learn more on the Mili + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Mili integration with easy instructions.
Join us for a live webinar on Wednesday, May 7th at 2:00 PM ET to learn more about the integration between Mili + Wealthbox.
