Twilio handles intelligent self-service, contextual hand-off, cross-channel continuity and persistent memory for wealth management professionals. Like every system in your stack it holds a slice of the firm — conversations, voice, RCS and MMS — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker takes the other approach. Your records stay in a Snowflake environment your firm owns, and Twilio is driven from it as events occur, rather than a standing copy sitting in another vendor's system. That keeps one governed source behind everything — row-level entitlements, PII masking and SOC 2 Type II controls you set — applied whether someone is reading a dashboard or a message in Twilio.