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
LinkedIn - Aaron Klein’s LinkedIn