AI communications, Technology partner

AI communications, Technology partner

Open Connector for

Mili

Agentic AI is increasingly embedded in workflows across the financial sector, and the communications generated are subject to the same recordkeeping and supervision obligations as any human-led channel. Mili is an AI platform built for wealth management, with specialized agents that automate advisor workflows across meetings, prospecting, onboarding, planning, data management, and document intelligence.

Through Global Relay Open Connector for Mili, every record Mili creates is captured automatically in Global Relay Archive, supervised in the same manner as email, messaging, and voice with a full audit trail. The integration consolidates security, surveillance, and eDiscovery workflows, keeping agentic AI output compliant.

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Key Differentiators

What is Global Relay Open Connector for Mili?

Global Relay Open Connector for Mili enables firms to automatically archive and supervise the records Mili creates in compliance with critical regulations such as SEC Rule 17a-4 (recordkeeping for broker-dealers), SEC Rule 204-2 (Investment Advisers Act books and records), FINRA Rule 4511 (books and records requirements), and FINRA Rule 3110 (supervision). As an AI-generated meeting note is a business record, the output from these agents is subject to the same regulatory obligations as email or chat. Capturing Mili’s notes, summaries, and transcripts in Global Relay Archive brings them under the same supervision as the rest of your communications record.

What are the key benefits of Global Relay Opaen Connector for Mili?

Global Relay Open Connector for Mili enables compliance teams to access a compliant record of the firm’s AI documentation without adding work for advisors. Every note, summary, and transcript Mili produces is captured in the same archive used for email, messaging, and voice: searchable, supervised, and ready for review.

As firms extend Mili’s agents across functions, from onboarding and planning through to data management and prospecting, firms can access one consistent record set across every channel, allowing agentic AI to continue improving workflow efficiency without leaving a hole in the audit trail.

Key features of Global Relay Open Connector for Mili

  • Complete data capture: Capture Mili data and store it in a secure, scalable archive to match your required retention period.
  • Secure data capture: Securely capture data directly from Mili’s API, including company-generated content and interactions.
  • Detailed metadata collection: Capture meeting metadata, conversations, image files, media, historical data, and more.
  • Enhanced search functionality: Effortlessly search and retrieve archived messages using intuitive filters, keywords, user handles, timestamps, and date ranges.
  • Robust archive: Seamlessly upload captured data to Global Relay Archive.
  • AI-generated meeting notes and summaries
  • Client follow-up communications drafted by Mili
  • Meeting transcripts
  • Associated metadata (client, advisor, date, source)
  • One integrated platform: Our proprietary solution is built for security, scalability, and resilience. There are no dependencies on third-party technologies
  • Scalable: Our infrastructure holds petabytes of data for some of the largest financial institutions
  • Data integrity checks: Constant integrity checks in place with a fully resilient archive to ensure complete data set is being reviewed for reportable events
  • AI driven to reduce false positives: Auditable AI within intuitive platform to create customized AI models with transparent accuracy results
  • Best-in-class support: 24/7/365 support through phone, email, and web
  • Contact Global Relay to subscribe to archiving for Mili
  • Obtain Global Relay Open Connector API credentials for each data type
  • Complete Mili’s Global Relay enrolment setup using Connector Information provided by Global Relay

Capture Your Mili Data