Case Study: Oasis Group achieves 96.15% note-taking accuracy with Mili

Oasis Group achieves 96.15% note-taking accuracy with Mili

The Oasis Group, a wealth management firm, sought to determine which AI note-taking tool could be reliably used by its advisors during real client meetings. They commissioned a study to test several tools on their ability to accurately capture critical financial planning details and follow-up tasks, ultimately selecting Mili for its performance.

Mili achieved a top score of 96.15% accuracy in the Oasis Group's test by capturing 25 out of 26 key notes from a simulated advisor-client meeting. This high level of accuracy is a result of Mili being specifically designed for wealth management workflows, providing structured and trustworthy notes that serve as a foundation for its entire suite of AI agents.

Oasis Group