CallFinder: CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights. 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 CallFinder when automating quality assurance and call scoring in contact centers matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
CallFinder is an AI-powered speech analytics platform that transcribes and analyzes contact center calls to automate quality assurance and surface customer insights.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
CallFinder is a cloud-based speech analytics and conversation intelligence platform built for contact centers and quality assurance teams. It captures audio by integrating with a company's existing call recording provider and contact center systems, then applies AI-powered speech-to-text to produce searchable transcriptions of agent-customer interactions. Beyond transcription, the platform delivers automated agent scorecards, sentiment and emotion analysis (positive, negative, or neutral), and silence and overtalk detection to pinpoint conversation patterns and customer pain points. Custom analytics reporting helps managers identify trends, compliance risks, and coaching opportunities across large call volumes. A distinguishing element is its managed client services model, in which an assigned Speech Analyst works alongside the QA team to define goals and optimize the deployment, combining AI with human review. CallFinder integrates with most CRMs and contact center solutions, with a typical implementation taking several weeks. It is aimed at contact centers in industries such as credit unions, healthcare, collections, insurance, and education seeking to monitor and improve customer interactions.
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
CallFinder is custom pricing (contact sales); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CallFinder | Mili |
|---|---|---|
| Core capability | AI-powered speech-to-text call transcription | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Searchable transcripts of agent-customer interactions | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Sentiment and emotion analysis | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automated agent scorecards | Custom note and action-item formats for advisory workflows |
| Languages & capture | Silence and overtalk detection | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Custom analytics and reporting | Additional agents for scheduling, onboarding, prospecting, and compliance |
CallFinder
Choose CallFinder if you need automating quality assurance and call scoring in contact centers — strengths include combines ai analysis with a dedicated human speech analyst.
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.
CallFinder
Mili
It depends on your workflow. CallFinder is strong for automating quality assurance and call scoring in contact centers, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
CallFinder is custom pricing and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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