Case Study: Appleton Partners achieves advisor workflow efficiency with Mili

Appleton Partners cuts 30–40 minute post-meeting admin work with Mili

Appleton Partners, a $12.5 billion employee-owned RIA based in Boston, faced a significant challenge with its advisors spending hours each week on administrative tasks like writing meeting notes, updating Salesforce, and drafting follow-up emails. This busy work was pulling them away from client-focused activities. They evaluated several AI tools before selecting Mili as their AI platform for advisor workflows to solve this problem.

By implementing Mili, Appleton's advisors were able to condense their after-meeting work from thirty to forty minutes down to just a few minutes of quick review. The Mili platform captures real-time notes across all meeting types, automatically updates Salesforce with client data, and drafts personalized follow-up emails. The solution gave advisors substantial time back, which was immediately redirected into more client conversations and planning work, significantly boosting productivity.

Appleton Partners