Mili and Global Relay Partner to Keep AI-Generated Advisor Records Compliant - PR Newswire
Action Required: Advisors using or considering AI communication tools should verify that their archiving solutions are compatible with their AI vendors to ensure regulatory compliance.
Mili, an AI platform for financial advisors, has partnered with Global Relay to ensure that AI-generated client communications and records meet strict regulatory archiving and compliance standards. This integration allows advisors to leverage AI-driven engagement tools while maintaining the necessary audit trails required by SEC and FINRA regulations.
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