Webinar With Mili: From Meeting Notes to Enterprise Workflows: Building AI Infrastructure That Scales

Most wealth management firms are using AI to capture better meeting notes. The most innovative firms are using those same conversations as structured data to transform onboarding, planning, compliance, and growth. Join John O’Connell, CEO of The Oasis Group, and Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact. In this webinar, taking place Wednesday, November 19th at 12pm ET, John and Chirag will also explore:

•    Which AI workflows actually move the needle for your firm’s size and model
•    How to connect systems and data to drive enterprise efficiency
•    Why the right API and integration strategy separates leaders from laggards
•    How to turn AI from a point solution into operational infrastructure

This webinar is designed for executives, operations leaders, and technology decision-makers who are serious about operational efficiency and ready to move from exploration to execution.