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Appleton Partners Selects Mili as Its AI Platform for Advisor Workflows

Appleton Partners, Inc., a fully employee-owned investment advisory firm headquartered in Boston, is shaking up the way it manages its advisor workflows by integrating Mili, an advanced AI platform. With nearly $12.5 billion in client assets under management, Appleton has taken a significant step towards enhancing its operational efficiency and advisor capacity.

Founded in 1986, Appleton Partners has maintained its independence and a commitment to client service while seeking innovative solutions to optimize its processes. Evaluating a range of potential AI tools, the firm eventually settled on Mili, impressively due to its seamless integration with Salesforce and its capabilities for automating various workflow tasks. Features such as meeting documentation, client follow-ups, CRM updates, and meeting preparation stood out among options considered by the advisory team.

Appleton’s wealth management professionals are already witnessing substantial time savings with Mili's implementation. The platform simplifies the preparation for client reviews by aggregating context and CRM data into a concise briefing. It facilitates efficient notetaking during conversations—whether they take place virtually or in person—and conveniently updates Salesforce with relevant client data after each meeting. Furthermore, Mili assists advisors in drafting follow-up emails in their own voice, which significantly alleviates the often-time-consuming process that advisors previously had to navigate.

Punit Shetty, Chief Technology Officer and Senior Vice President at Appleton, shared his enthusiasm for the efficiency gains, saying, "Before Mili, our advisors would finish a client meeting and spend the next thirty to forty minutes documenting notes and entering data into Salesforce. Now, this workflow has been condensed into a mere few minutes of review. This reclaimed time is now directly redirected towards enhancing client conversations and strategic planning."

Douglas C. Chamberlain, CFA, President and CEO of Appleton Partners, articulated the firm’s overall philosophy toward technology adoption, stating, "We manage portfolios with the same discipline we apply to selecting technology. We need tools that integrate into how we already work, protect client data, and provide measurable returns on the time our team invests in them. Mili met that bar."

Not stopping at mere workflow automation, Appleton and Mili are collaborating to expand the platform’s utility further. Future enhancements will focus on client onboarding, document analysis, and prospect research workflows, broadening the impact of Mili within the advisory ecosystem.

In a statement about their partnership, Chirag Gandhi, Co-Founder and CEO of Mili, emphasized the benefits of their AI platform, stating, "Firms are not adopting AI merely because it is the latest trend; they are adopting it because their advisors are drowning in administrative tasks that do not require human judgment. Appleton recognized this need clearly and sought a platform that could interface with their tech stack, transforming every client interaction into structured data with proper follow-through. That’s precisely what Mili accomplishes."

Thus, as the financial advisory landscape continues to evolve, Appleton Partners is paving the way for other firms with its savvy adoption of AI technology. By prioritizing tools that streamline processes, the firm not only serves its clients better but also enhances its team's overall productivity, allowing them to focus on what truly matters—creating value for their clients.

For more information on Appleton Partners, visit appletonpartners.com, and for details on Mili, go to getmili.ai.