Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Balto is a contact-center AI platform centered on real-time guidance during live customer and sales calls. Rather than focusing on post-call review, Balto listens to conversations as they happen and surfaces dynamic prompts, objection-handling cues, compliance checklists, and knowledge-base answers to the agent in the moment. Its Agent Assist pulls relevant information so reps can respond to customer questions instantly, while real-time QA automatically scores interactions across all calls and flags compliance risk early, maintaining an audit trail for supervisors. Coaching automation tailors recommendations to each agent's performance, and real-time note generation produces call summaries without manual write-ups. Balto also offers voice AI agents to handle high-volume, repeatable calls and supports omnichannel context across voice and digital channels. It integrates with CRMs and telephony systems such as Salesforce and RingCentral. The platform is used across industries including healthcare, insurance, banking, collections, and home improvement, and is aimed at contact centers and sales teams that want in-the-moment guidance, compliance assurance, and automated quality management at scale. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Balto is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Mili |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automated quality assurance scoring across 100% of calls | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Real-time compliance monitoring with audit trails | Custom note and action-item formats for advisory workflows |
| Languages & capture | Automated call summaries and coaching recommendations | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Additional agents for scheduling, onboarding, prospecting, and compliance |
Balto
Choose Balto if you need guiding agents live through objections and compliance requirements — strengths include guides agents during the call rather than only analyzing afterward.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Balto
Mili
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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