How Advisors Use Mili + Wealthbox for Seamless Meeting Follow-Ups

Advisors spend valuable time taking notes and updating CRMs after meetings. Mili and Wealthbox simplify this process by directly syncing notes, tasks, and workflows into Wealthbox. Capture client context, decisions, and action items — without recording or manual entry. Join us to see how Mili and Wealthbox can simplify your post-meeting workflow.

This webinar will cover:

1. How Mili captures real-time, recording-free notes across all meeting types
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
3. How the integration syncs notes, tasks, and workflows to the appropriate contact in Wealthbox
4. The benefits of the Mili and Wealthbox integration, and how to get started with ease