Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Conveo when continuous consumer and ux research using video interviews at scale 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.
AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Conveo is an AI qualitative research platform that handles the full interview workflow, from recruiting participants to moderating conversations to analyzing results, with the goal of compressing research timelines from weeks to days. Its AI interviewer conducts real video, voice, and text conversations asynchronously, adapts the discussion guide in real time, and probes with contextual follow-up questions based on each participant's responses, supporting interviews across 50-plus languages end to end including the interviewer, transcripts, and reports. Researchers can upload a brief or business objective and have Conveo generate an interview guide, then begin fielding within roughly half an hour. Because it captures video alongside voice and text, the platform performs multi-signal analysis, reading tone, emotional cues, and behavior in addition to spoken content, and it links findings back to the source video moments so insights can be validated and shared. Automated outputs include executive summaries, thematic analysis, emotional insights, and quantitative data extraction. Conveo positions itself as an end-to-end platform for continuous research across consumer insights, UX, marketing, and product workflows. 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
Conveo 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 | Conveo | Mili |
|---|---|---|
| Core capability | AI interviewer conducting asynchronous video, voice, and text interviews | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Real-time discussion-guide adaptation with contextual follow-ups | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Multi-signal analysis of voice, video, tone, and behavior | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automated executive summaries, thematic analysis, and quantitative extraction | Custom note and action-item formats for advisory workflows |
| Languages & capture | Findings linked back to source video moments | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | End-to-end recruiting, interviewing, and analysis in 50+ languages | Additional agents for scheduling, onboarding, prospecting, and compliance |
Conveo
Choose Conveo if you need continuous consumer and ux research using video interviews at scale — strengths include video capture enables emotional and behavioral analysis beyond transcript text.
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.
Conveo
Mili
It depends on your workflow. Conveo is strong for continuous consumer and ux research using video interviews at scale, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Conveo 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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