Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. 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 Genio when university students recording and reviewing lectures 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.
Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Genio, formerly known as Glean, is an assistive note-taking platform that helps students capture and learn from lectures and classes. It records class audio and provides live captions during the session, then generates a full transcript afterward, letting students focus on understanding rather than frantically writing notes. Genio lets learners add their own notes, organize material with AI-generated outlines, import slides and reading material, and review with study features such as quizzing, tying recorded audio together with class content. The platform is widely used by students, including learners with specific learning difficulties, and is adopted by educational institutions that provide it as a study and accessibility support tool. It works online or offline across devices, which suits classroom and lecture-hall environments. Genio is positioned as a mainstream learning tool that also supports accessibility needs. It is actively operating in 2025 and 2026, reporting use by well over a hundred thousand students and more than a thousand institutions, with active sign-in, pricing, and ongoing product development. 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
Genio 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 | Genio | Mili |
|---|---|---|
| Core capability | Class and lecture audio recording with live captions | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Full transcript generation after the session | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI outlines and student-added notes tied to the recording | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Import of slides and reading materials into notes | Custom note and action-item formats for advisory workflows |
| Languages & capture | Offline and cross-device capture for classrooms | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Class and lecture audio recording with live captions | Additional agents for scheduling, onboarding, prospecting, and compliance |
Genio
Choose Genio if you need university students recording and reviewing lectures — strengths include purpose-built for education and lecture capture.
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.
Genio
Mili
It depends on your workflow. Genio is strong for university students recording and reviewing lectures, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Genio 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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