Carv: AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS. 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 Carv when transcribing and summarizing candidate interviews hands-free 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.
AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Carv is an AI platform for recruiters that records, transcribes, and takes notes during interviews, intake calls, and hiring meetings so recruiters can stay present in the conversation rather than typing notes. During candidate interviews it captures a full verbatim transcript, flags any planned questions that went unanswered at the end of the call, and uses the transcript to auto-generate a candidate profile. For intake calls with hiring managers, Carv captures the requirements discussed and can automatically draft a job description in the recruiter's own style and tone of voice. Beyond note-taking, Carv positions itself as an agentic recruiting assistant that takes over repetitive administrative work, from document creation to updating the applicant tracking system, and includes an AI companion that carries context about how the user works. The platform integrates with ATS and HR systems and offers analytics and insights across recruiting activity. By turning recruiting conversations into structured notes, profiles, and documents, Carv aims to cut down on coordination and admin time so recruiters can focus on connecting with candidates and hiring managers. 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
Carv 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 | Carv | Mili |
|---|---|---|
| Core capability | Records, transcribes, and takes notes during interviews, intakes, and meetings | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Full verbatim interview transcription with unanswered-question flagging | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Auto-generated candidate profiles from interview transcripts | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automatic job description drafting from intake calls | Custom note and action-item formats for advisory workflows |
| Languages & capture | ATS and HR system integrations with automated updates | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | AI companion that retains context on the recruiter's workflow | Additional agents for scheduling, onboarding, prospecting, and compliance |
Carv
Choose Carv if you need transcribing and summarizing candidate interviews hands-free — strengths include captures both candidate interviews and hiring-manager intake calls.
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.
Carv
Mili
It depends on your workflow. Carv is strong for transcribing and summarizing candidate interviews hands-free, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Carv 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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