What I appreciate most about Contio is how seamlessly it fits into the way real advisors actually work. I can open MeetingOS and immediately get reliable, decision-ready meeting insights.
Go beyond the AI notetaker
Let every client see the depth of your expertise.
Your clients already know you care. MeetingOS is your hidden superpower that ensures they see the preparation, attention, and follow-through behind every client review.
ADVISORS ❤️ CONTIO
Advisors are ditching their bots.
Let your clients see and feel how much you care.
MeetingOS deep-reads and cross-checks all the client docs from your tech stack, weaves all the details together, and lets you invest more time in the relationship.
- #1
Read the whole financial picture
Drop in a performance report, financial plan, portfolio analysis, estate plan, or tax analysis. MeetingOS surfaces the changes worth discussing.
- #2
Anticipate the client’s questions
Walk in with the likely questions, relevant talking points, and a game plan grounded in the client’s actual reports and history.
- #3
Cover every question
MeetingOS quietly checks off your firm’s must-ask questions as the conversation unfolds, so nothing requires an awkward callback.
- #4
Follow through personally
Your notes, action items, client-ready follow-up, and CRM update are drafted before the day gets away from you.
A white-glove client experienceThe relationship is the important part.
The relationship is the important part.
Why put a bot on every client call?
MeetingOS runs in the background on your Mac or PC. Your client sees the calendar note and meeting agenda. You get the intelligence without a robot barging into your relationship.
No bot joins
The room stays focused on you and your client, not on explaining an uninvited participant.
Zero audio recording
MeetingOS processes audio in real time and never records, just capturing your notes and next steps.
In-person works
Your old notetaker can’t get into the conference room. MeetingOS can.
Every platform works
Deliver the same client experience on Zoom, Teams, Meet, Webex, or across the table.
Derek & Maya Smith
LiveAnnual Client Review
BriefingReady before 11:00
Questions to Answer3 of 4 covered
Past decisionFound the perfect vacation house
Client follow-upDraft ready to send
CompoundingYou remember everything. Because MeetingOS does.
Every meeting, decision, and note makes the next conversation smarter. The right history appears when you need it, without searching through folders while the client waits.
Past context, right on time
When the conversation turns to something discussed six months ago, the decision and rationale are already on your screen.
Your best process, every time
Questions to Answer gives every advisor on the team the same disciplined discovery conversation.
A current client record
Notes for your CRM get generated right away, so the next advisor starts with the facts.
Protect your clients and firm
Bulletproof privacy and security.
Contio does 100% of AI processing in our secure private cloud. We never store or record audio of your meetings. Your data can never be used to train foundation models.
Privacy and security
SOC 2 Type II Certifiedrecording architecture
AI processing in our private cloud
We block your data from any training
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.