Top 10 Alternatives to SureInsight Recently Reviewed By G2 Community
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AI Assistant for Financial Advisors
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Jump’s AI assistant integrates seamlessly into financial advisors’ workflows, automating critical tasks like meeting preparation, notetaking, compliance documentation, CRM updates, handling financial planning data and client follow-ups.
CRM for Financial Advisors
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
data science platform for financial services
Mili is the AI workforce platform for wealth management firms. Its agents take on the operational work that eats an advisor's day: scheduling, researching prospects, onboarding clients, identifying planning opportunities, building proposals, keeping data current across every system, and logging meeting notes, so advisors spend their time with clients. Meet the agents: Onboarding Agent: open new accounts in days Mili reads client documents and fills account applications, beneficiary forms and transfer paperwork from a single client profile. Scheduling Agent: book a meeting with one command One voice or text command checks every calendar. Mili sends a personal invite with the agenda attached, written the way you write. Prospect Research Agent: walk in prepared Before every prospect meeting, Mili delivers a background brief, from recent business moves to family details. You ask the right questions from minute one. Planning Agent: act on every planning opportunity Mili surfaces client-specific planning opportunities from each conversation, with the next steps to act on them. Advisors use it to spot tax opportunities, build branded proposals, run portfolio reviews and model scenarios such as a client retiring at 65. Compliance Agent: stay audit-ready Mili tracks every fiduciary and suitability discussion, flags regulatory changes that affect your practice, and builds audit-ready records automatically. Documents Agent: review documents in minutes Mili reads tax returns and statements, pulls out account numbers, beneficiaries and asset values, and fills your CRM and planning software. Digital Marketing Agent: grow beyond referrals Mili runs compliant email campaigns, website SEO and paid ads from one place. Meeting Agent: stay present with clients Mili captures structured notes in real time with no recordings or bots by default. It drafts follow-ups in your voice and creates branded PDF summaries. Mili works with hundreds of advice firms, including leading RIAs, broker-dealers and banks. Advisors ranked Mili #1 in advisor satisfaction in the 2026 T3/Inside Information Software Survey, and the Oasis Group AI Research ranked it #1 for accuracy. Mili is SOC 2 Type 2 and ISO 27001 certified. Learn more or book a demo at getmili.ai.
CogniCor is the provider of Cognitive Digital Assistant for Business. The AI based technology empowers businesses to respond instantly to client questions.