Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. 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 Dscout when running and transcribing moderated user interviews matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Dscout is an experience research platform that pairs human participant feedback with AI tools to help teams gather and analyze qualitative insights at scale. It supports a range of research methods, including live and uploaded moderated interviews, usability testing with heat maps and task success metrics, real-time site intercepts, field studies, diary studies with multiple activities, and media-rich surveys. For interviews, Dscout simplifies scheduling across time zones, integrates incentives, supports observers, and can capture both a participant's face and screen, and it also offers an AI Moderator that can autonomously guide participants, seek clarification, and capture feedback. On the analysis side, Dscout provides automated transcription, AI-generated summaries of open-ended and video responses, AI-generated themes presented as smart tags for pattern identification, and surfacing of notable moments that highlight strong opinions or surprising insights. Teams can recruit from Dscout's verified Scout participant pool or bring their own audience. Known historically for mobile and in-context research, Dscout positions itself as an AI-native platform that helps researchers capture high-fidelity feedback and move quickly from raw sessions to organized, analyzable insights. 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
Dscout 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 | Dscout | Mili |
|---|---|---|
| Core capability | Moderated live and uploaded video interviews with observer support | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | AI Moderator that dynamically guides participants and captures feedback | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automated transcription of interviews and responses | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI-generated summaries of open-ended and video responses | Custom note and action-item formats for advisory workflows |
| Languages & capture | AI-generated themes as smart tags and surfaced notable moments | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Diary studies, usability testing, intercepts, and media-rich surveys | Additional agents for scheduling, onboarding, prospecting, and compliance |
Dscout
Choose Dscout if you need running and transcribing moderated user interviews — strengths include supports many research methods beyond interviews in one platform.
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.
Dscout
Mili
It depends on your workflow. Dscout is strong for running and transcribing moderated user interviews, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Dscout 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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