Come see how AI transforms the wealth management firm.
Walk in prepared. Deliver a white-glove client experience without the annoying bots. And let the conversation flow right into the work.
Contio Blog
Ideas for better meetings and faster follow-through.
Product news, expert advice, and honest stories about what makes meetings work.
Showing all articles
Podcast
The $4 Billion Dollar Man: Leadership Lessons from Jason Wenk
Leadership lessons from Altruist founder Jason Wenk, recorded two weeks before Vanguard announced its acquisition: shipping narrow, follow-through, and focus.
Company News
Connect Contio to Your AI Tools with the New API & MCP
Meet the Contio API and Contio MCP: connect your meetings to Claude, ChatGPT, and the AI tools you already use. Every meeting makes your AI smarter. Start free.
Company News
Introducing Questions to Answer: Ask Everything That Matters
Never leave a meeting with a question unasked. Contio’s Questions to Answer tracks your must-ask questions live as you talk, so you cover what matters.
Company News
Salesforce + Contio: Your meetings and Salesforce, in sync
Contio pulls Salesforce context into meeting prep, surfaces the right details live, then logs the meeting back in a click.
Company News
Introducing Next Steps: Where the Conversation Becomes the Action.
Next Steps turns a finished meeting into one-click actions drafted from what was said, so the follow-up, summary, or proposal writes itself.
Company News
Introducing Canvases: Where the Conversation Becomes the First Draft
The meeting ends and the blank page begins. Contio Canvases draft the plan, proposal, or recap from what was said, so you never start from scratch.
Company News
Introducing Daily Brief: Walk Into Every Meeting Prepared
A vague calendar entry almost cost our CEO a media interview. Daily Brief saved him. Now every Contio user gets personalized prep, every evening.
Company News
Contio Achieves SOC 2 Type II Certification
Contio is now officially SOC 2 Type II certified
Company News
Introducing MeetingOS
Contio launches MeetingOS, its AI meeting product: turn what gets said into what gets done, without a bot or recording.
Thinking Out Loud
The Decision Acceleration Manifesto
Meetings only matter when they create clear decisions and action. Contio turns what gets said into what gets done.
Podcast
The Land of the Lost Pre-Read: J.D. Mullin on Why Meetings Fall Apart (and How to Fix Them)
TextExpander CEO J.D. Mullin explores meetings that crash before they start — no context, no clarity — and how great leaders break the cycle.
Podcast
How a Routine Vendor Meeting Became Sheena Jester’s Never Ending Story
PetIQ recruiting leader Sheena Jester — who’s in over 1,000 meetings a year — shares a vendor call with no agenda, no direction, and no end in sight.
Podcast
From Potatoes to Presidential Campaigns: Why Even Todd Cranney Couldn’t Escape Bad Meetings
From the family farm to presidential campaign war rooms, strategist Todd Cranney shares rapid-fire stories of meetings gone wrong and lessons learned.
Podcast
Why Morgan Housel Thinks Every Meeting Minute Should Cost $100
Bestselling author Morgan Housel on the real cost of unproductive meetings — why wasted time becomes cultural, and how leaders set the tone.
Podcast
How Donna White’s Interview Was Going Great… Until the Candidate Flipped the Script
Veteran recruiter Donna White shares the tale of an executive interview gone off the rails — when the candidate flipped the script and started pitching her.
Podcast
When Two of Travis Hawkes’ Meetings Bombed at the Box Office
Capital Eleven founder Travis Hawkes brings two tales of meetings so painfully bad they deserved their own movie titles. A masterclass in what not to do.
Podcast
Even Mike McDaniel Couldn’t Stop this Board Meeting from Going Up in Flames
Riskalyze co-founder Mike McDaniel takes us inside a board meeting with all the right prep that still went spectacularly off the rails. What went wrong?
Podcast
When Brian Deely’s Meeting Went from “Managing Money” to “Saving a Life”
Clear Creek Financial co-founder Brian Deely shares a client meeting that went sideways early in his career — and how saving a life became part of the job.
Famous Meetings
When Thomas Jefferson wants to schedule a meeting...
What if AI could make every meeting on your calendar worthwhile?
Podcast
How Stef Aragon Wields her Chief of Staff Title to Slay the Underwriting Dragon
Capital Eleven’s Chief of Staff Stef Aragon takes on the dreaded underwriting meeting — and shares how she’s taming one of the most painful recurring meetings.
Famous Meetings
This was cold, but it was the only play we had
Some meetings just shouldn’t have to happen.
Famous Meetings
When Teddy Roosevelt wants to schedule a meeting...
What happens when Teddy Roosevelt wants to schedule a meeting? A fun look at how AI can turn even the most chaotic calendar into a force for great decisions.
Podcast
How Andy Swan Witnessed a Post-it Note Massacre, but Got 20,000 Splenda Packets in the Deal
Likefolio founder Andy Swan recounts an acquisition meeting gone wrong — a Post-it note massacre, 20,000 Splenda packets, and the lessons that stuck.
Famous Meetings
When George Washington wants to schedule a meeting...
What happens when George Washington wants to schedule a meeting? A fun look at how AI can transform every meeting on your calendar into one worth having.
Famous Meetings
When Julius Caesar wants to schedule a meeting...
What happens when Julius Caesar wants to schedule a meeting? A fun look at why meetings have always been broken — and how AI is finally fixing them.
Thinking Out Loud
Our Manifesto: Brilliant Meeting / Broken Meeting
71% of leaders say their meetings are unproductive. Here are six hallmarks that distinguish brilliant meetings from broken ones — and how AI can help.
Thinking Out Loud
Meetings are Broken: Why I Founded Contio
Contio founder Aaron Klein explains why he started the company—and how AI can turn what gets said into what gets done.
See what happens when every conversation flows into the work.
Try Elite free for 21 days. Stay on the Free plan if it’s not for you.
Put Benny to work on your next renewal.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.