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

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