Eleveo: Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions. 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 Eleveo when recording and transcribing customer service and sales calls at scale 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.
Eleveo is an AI-driven contact center workforce optimization platform that records, transcribes, and analyzes customer calls and interactions.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Eleveo is a workforce optimization software suite built for contact centers, combining call recording, quality management, speech analytics, and workforce management. Its media capture component records voice calls, video, and agent screens across multiple channels, while AI-driven speech analytics applies continuous speech recognition to produce call transcriptions, automated summaries, sentiment detection, topic categorization, and flags. From transcriptions it surfaces highlights, next steps, and trends, and summaries can be exported to CRM systems via an open API. The platform also includes agent scheduling and forecasting, plus compliance tooling for regulations such as GDPR, PCI-DSS, and TCPA. It integrates with major contact center and calling platforms including Cisco Webex Contact Center, Webex Calling, Microsoft Teams, Amazon Connect, Genesys, and Unify OpenScape, with on-premises, cloud, and hybrid deployment options. Eleveo is aimed at mid-market and enterprise contact centers and quality, compliance, and operations teams that need to capture, transcribe, and review customer conversations at scale rather than individual meeting note-taking.
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
Eleveo 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 | Eleveo | Mili |
|---|---|---|
| Core capability | AI speech analytics with continuous speech-to-text transcription | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Omnichannel media capture (voice, video, and screen recording) | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automated call summaries with highlights, topics, and next steps | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Sentiment detection and conversation categorization across interactions | Custom note and action-item formats for advisory workflows |
| Languages & capture | Workforce management with AI forecasting and agent scheduling | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Compliance tooling for GDPR, PCI-DSS, and TCPA | Additional agents for scheduling, onboarding, prospecting, and compliance |
Eleveo
Choose Eleveo if you need recording and transcribing customer service and sales calls at scale — strengths include analyzes and transcribes 100% of recorded interactions, not just samples.
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.
Eleveo
Mili
It depends on your workflow. Eleveo is strong for recording and transcribing customer service and sales calls at scale, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Eleveo 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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