Appleton Partners Selects Mili as AI Platform for Advisor Workflows
Appleton Partners, a $12.5 billion RIA based in Boston, has chosen Mili as its AI platform to streamline advisor workflows. The platform integrates with Salesforce and automates tasks like meeting documentation, CRM updates, and follow-up correspondence. The move is expected to improve efficiency and client engagement.
Topics: AI adoption client workflows technology integration wealth management