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.
Effortless next steps
Meeting ends. Action starts.
Canvases turn the conversation into the first draft. Next Steps turn it into follow-through—right inside MeetingOS.
From said to done, in a click.
The moment your meeting ends, Next Steps are waiting right at the top of the screen to keep momentum rolling. Select one or create your own, and Contio reads the conversation, drafts the output, and gets it ready to send. The follow-up email. The executive summary. The first draft of the proposal. The Salesforce update. Whatever comes next. The work that used to wait until later is done before you’ve left the room.
Notes don’t act.
Next Steps do.
Other tools hand you one-size-fits-all notes and leave the doing to you. Those notes are never quite right for the CRM, the ticket, or the follow-up, so you end up redoing them anyway.
Next Steps takes the same conversation and produces exactly what each destination needs, grounded in what was actually said. Use the ones we built, your team’s, or write your own by describing it in plain language.
Your follow-up,
already written.
Action items are only part of the follow-through. The heavy lift is the actual work — the recap, the proposal, the plan someone has to go write. That’s where momentum usually goes to die.
Not here. Trigger a Next Step and Contio drafts it for you in a Canvas: the first draft, already written, pulled from what was actually said. And it doesn’t stop at that one meeting — a Canvas draws on every relevant conversation, email, and document you’ve connected, so the proposal you’re “writing” already knows about last Tuesday’s strategy session and the client call from three weeks ago.
You do the last ten percent — the judgment, the edits, the calls that matter. Contio AI did the other ninety percent.
The more it knows, the better the draft.
A first draft is only as good as what it’s built from. So you decide what Contio AI draws on. Open the Context Drawer and add whatever matters: upload documents (including from cloud storage), drop in links, or connect other meetings and Canvases.
Contio AI reads everything you add and works it into the draft. The strategy deck, the client’s last email, the proposal from a call you weren’t on — your follow-up gets written from all of it, not just the transcript.
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From draft to done.
The draft’s done — now it’s yours to shape. A Canvas is a full, AI-powered editor, right inside MeetingOS: format with rich text, paste in Markdown, and ask Contio AI to rewrite or reorganize it. And it’s multiplayer, so your team can work in the same Canvas, side by side, in real time.
When it’s ready to share, send it where it needs to go: save it as a Word file or Markdown, a Google Doc (coming soon), or send it as an email. Canvases don’t replace your doc tools — they come before them. Contio AI writes the first draft. Your doc tools take it the last mile.
Every action item, captured and tracked.
MeetingOS doesn’t just capture action items — it delivers them. Automatically organized and assigned to the people in the meeting, or others on your team.
Each person’s action items are beautifully organized on the Action Item tab, so they have a unified view of what’s coming their way.
No bot. No recording. Just intelligence.
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MeetingOS works quietly in the background, in person or on any video call. No bot joins the meeting. No audio is ever recorded. A clear disclosure goes in your calendar invite.
Killer notes from bullets to verbatim. You choose.
Meeting notes just aren’t a one-size-fits-all problem. Sometimes, you need crisp bullets for an exec update. Other times, you need near-verbatim notes for that talent interview. MeetingOS lets you easily choose, and gets smarter at learning your situational preferences over time.
See what happens when every conversation flows into the work.
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Put Benny to work on your next renewal.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.