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What does an unproductive meeting cost?
Robert Sterling, founder of EV Partners, has sat in M&A meetings with 30 people in the room.
His answer: every minute that isn't productive is a very high opportunity cost.
His team walks into every meeting prepped by Contio, so the conversation starts sharp and flows directly into the first draft of the work.
Try Contio for free!
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06/10/2026
Here's something most advisors don't talk about openly.
The clients who leave rarely tell you why. They don't say the relationship felt impersonal or that you stopped remembering the details that made them feel known. They just quietly move on to someone who makes them feel like a priority.
Retention isn't a performance story. It's a relationship story. The advisors who keep clients for decades treat every conversation as an investment in the next one. Every name remembered, every worry followed up on, every commitment honored, compounds into a relationship a client won't trade away.
MeetingOS is the system behind that kind of practice. It captures what matters from every meeting and carries it forward so nothing fades and no client ever feels forgotten.
No bot. No recording. Just the context you need to show up like you never missed a thing.
Try it free! Link in bio!
06/09/2026
Most client conversations end before the follow-through starts. The prep got rushed. The follow-up sat in a draft. The context from last quarter never made it into this quarter.
Asset-Map and Contio are hosting a live webinar on June 11th to show exactly what it looks like when that gap closes.
Link to register in the comments.
06/08/2026
Your AI notetaker just processed your last meeting.
Do you know where that data went?
Most tools ship it straight to OpenAI, Google, or Anthropic. Your most sensitive client conversations, handed off the moment the meeting ends.
With Contio, it never leaves. Everything stays in our secure private cloud, with a physical barrier between your data and the foundation labs that train models.
No recording. No model training. Your data stays yours.
Start for free at https://na2.hubs.ly/H061ltw0
Derrick Kinney called Aaron the Nick Saban of WealthTech, and yes, we made the graphic.
But the part worth paying attention to: the Daily Brief saves him at least one hour every day. He walks into every morning organized and prepared, with every commitment already surfaced, before his first conversation starts. For a financial advisor whose whole career runs on knowing clients better than anyone else in the room, that is not a small thing.
"I feel like a rock star walking into my office."
What gets said becomes what gets done. Before the meeting even starts.
Try Contio for free: https://na2.hubs.ly/H061jsT0
The best ideas come from getting in a room with people who've been there before.
That's what Horizon was all about — bringing our partner ecosystem together with CEOs, leaders, and builders that are shaping the future.
No scripts. No slides. Just transparency, candor, and the kind of conversations that move the world forward. 💡
05/27/2026
Our CEO Aaron Klein just sat down with Jason Pereira on Fintech Impact Episode 429. They talked about why most AI meeting tools miss the point and what we built instead with MeetingOS. Listen now!
Seven bots in every meeting, doing nothing to make it better. We think the AI shouldn't be in the room at all.
No bot. No recording. Just intelligence.
Aaron's calendar just said "Katie + Aaron." At first glance, the invite gave no clue what it was about.
Turns out it was a media interview. Daily Brief flagged it the night before, pulled context from an email thread Aaron had half-forgotten, and connected the dots.
Aaron had Contio draft talking points. The next morning when Katie sent her questions ahead, he asked Contio to reshape the agenda around them.
He walked in prepared.
Today, Daily Brief is here for everyone.
Every evening at 6pm local, an email with a personalized brief for every meeting on tomorrow's calendar lands in your inbox — context, prior decisions, open commitments, all handled before you even think about it.
Walk in prepared. Every time.
Watch how it works ↓ Learn more → https://www.contio.ai/blog/introducing-daily-brief?utm_source=FB&utm_medium=post&utm_campaign=daily_brief&utm_content=launch
03/03/2026
Big news today: We're officially SOC 2 Type II certified! 🔒
This certification is the gold standard in security validation. It means our controls aren't just designed right, but
they've been independently tested and proven to work. Day in, day out.
If you're a Contio customer, this is our commitment to you: your data is safe, and we'll keep earning that trust. Learn more at
Click here to claim your Sponsored Listing.
