Microsoft Outlook
Google Calendar
Zoom
Teams
WebEx
Slack
Google Meet
Gmail
Google Drive
SharePointCome 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.
Works with your tools
Like every great assistant, Contio adapts to you.
Contio snaps into your tech stack and adapts to your workflow, with powerful integrations out of the box.
Snaps into your calendar.
Supercharges your meetings.
Your calendar is where meetings get scheduled. Contio is where they get planned, run, and turned into momentum. Seamless integration keeps you in control — share agendas with teammates, clients, or partners effortlessly, right on your timeline.
Microsoft OutlookGoogle Calendar
Works with every video call platform.
Contio works behind the scenes as a Mac or Windows app on your computer, so it’s compatible with every video call platform. No annoying bots disrupting the conversation. No awkward pop-ups. Just a quiet assistant on your desktop, with a clear disclosure in your calendar invite.
ZoomTeamsWebExSlackGoogle Meet
Brings in long-term context from email and documents.
Connect your Google or Microsoft account, and Contio can use your meeting notes and agendas collected the old way to craft your agendas, and surface magical insights during your meetings.
We do that with deep respect for your privacy. Data from your Google or Microsoft account is stored in your Personal Knowledge Base, which never gets shared with your team.
We also do that in the most secure way possible. Instead of slurping in and storing all of your data locally, we use model context protocol (MCP) to securely query and load up just what you need for your meeting.
Powerful insights, bulletproof protection.
GmailGoogle DriveMicrosoft OutlookSharePoint
Salesforce, before and after the meeting.
Before a call, Contio pulls context from Salesforce (related contacts, open opportunities, recent cases) and builds it into your agenda, so you’re prepped before you walk in. During the meeting, it surfaces those Salesforce details right when a question comes up. Search any record from Contio, anytime.
The call ends, and Contio drafts the summary and follow-up tasks automatically. Review, edit, and push to Salesforce — logged on the right Account, Contact, Opportunity or Case. From said to done, in a click. No more saving it for tonight.
API + MCP
Your meetings, inside the AI tools you already use.
Contio already works with your calendar, video calls, email, documents, and Salesforce. With the Contio API and MCP, it also works inside Claude, ChatGPT, Cursor, and the AI tools where your team gets work done.
Connect in one click or build your own workflows using meetings, action items, agendas, and real-time webhooks. Your data stays yours, and API access is available on every plan.
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.