Contio with Aaron Klein | E429

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. Episode Highlights: 00:00 Welcome Back, Aaron Klein 01:00 Riskalyze to Nitrogen Rebrand 02:16 Keeping the CEO Exit Secret 02:36 Fearless Keynote Cancer Scare 04:55 Introducing Contio Origins 07:21 AI Notetakers Miss the Point 08:26 Roman Empire Naming Fun 09:47 MeetingOS for Advisors 10:49 Client Review Prep Magic 14:38 Building the Tech Team 18:12 Hard Problem Audio Capture 19:18 Security Bet and Predictions 19:48 Data Theft and PII Risks 20:21 Private Cloud Security Wall 21:15 Compounding Workspace Intelligence 25:25 APIs Partners and No Lock In 27:12 Orchestrating AI at Work 30:29 Wish More Advisors Invest 36:00 Biggest Build Challenge 37:20 Why Keep Building 38:26 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Contio LinkedIn - Aaron Klein’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.