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Mili and Global Relay Add Compliance Capture for AI Advisor Records
July 31, 2026
Mili and Global Relay have partnered to capture and archive advisor meeting records generated by AI for wealth management firms that use both platforms.
Mili and Global Relay announced in a press release a partnership to capture advisor meeting records generated by AI for wealth management compliance programs.
The integration uses the Global Relay Open Connector API to automatically capture every record created by Mili and store it in firm archives with an audit trail. The companies said the records can be supervised alongside email, messaging, and voice communications.
The service is available now to firms that use both platforms. It is aimed at wealth management firms that need to include meeting notes and other AI outputs in recordkeeping and supervision workflows.
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2025 Generative AI in Professional Services Report
Thomson Reuters
This report by Thomson Reuters explores the integration and impact of generative AI technologies, such as ChatGPT and Microsoft Copilot, within the professional services sector. It highlights the growing adoption of GenAI tools across industries like legal, tax, accounting, and government, and discusses the challenges and opportunities these technologies present. The report also examines professionals' perceptions of GenAI and the need for strategic integration to maximize its value.
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