Mili and Global Relay Integrate AI Meeting Records into Compliance Flow

The collaboration arrives as the financial sector grapples with the rapid adoption of generative tools. According to the 2026 T3/Inside Information Software Survey, 43% of advisors now utilize AI meeting solutions. This shift has drawn intense scrutiny from regulators, including FINRA, which maintains that existing rules—such as SEC Rule 17a-4 and FINRA Rule 4511—apply to AI-generated output just as they do to traditional email and voice communications.

Global Relay’s 2025/26 data reveals a nearly 3,000% surge in ChatGPT capture volume across 12,000 financial institutions, highlighting the urgency for automated oversight. For firms that have seen the SEC levy over $2 billion in penalties since 2021 for off-channel communication failures, the new integration offers a way to formalize supervision without interrupting the advisor-client dynamic. Mili CEO Chirag Gandhi noted that the partnership ensures AI-generated content lands in the firm's archive automatically, shielding advisors from manual compliance burdens during meetings.