Fintech Impact · 2026-05-26 · 39 min
Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agendas, missing data, and heavy manual follow-up. Contio’s MeetingOS solves this by using AI to build collaborative agendas and "pre-brief" advisors - pulling together past history, performance reports, and financial plans to anticipate client questions before the meeting starts. The conversation covers the technical side of the platform, including how it securely captures system audio to build a shared "firm intelligence." By turning conversations into structured data, Contio helps firms transform meeting notes into automatic workflow outputs while keeping client data in a secure, private cloud. This episode is a must-listen for advisors looking to eliminate meeting prep drudgery and leaders interested in how the next generation of "MeetingOS" tech will drive firm efficiency.
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