Put the focus on your advice, not your meeting prep.
You guide your clients through life’s biggest financial decisions. MeetingOS helps you get prepared fast, stay more engaged, lead with insight, and follow through with confidence — without all the overhead.
It saves you hundreds of hours, tracks the details, takes killer notes, and keeps every meeting focused on outcomes.
Start with free AI-powered notes. Upgrade for magical capabilities that unlock true decision acceleration.
Meet MeetingOS,
your brilliant meeting strategist.
MeetingOS is the first AI platform built to plan, run, and capture incredible client and prospect meetings — with no extra effort from you.
It becomes your brilliant meeting strategist, your superhuman memory, and your hyper-intelligent Chief of Staff. Once you try it, you won’t want to run a meeting without it.
Built with ♥️ for financial advisors.
Drop your client’s performance report, financial plan, portfolio analysis, estate plan, or tax analysis right into the MeetingOS window. Like magic, the Contio Intelligence Engine creates the agenda, and transforms that data into a decision-ready client review, with detailed narrative for what happened, and the changes you want to make.
Turn the two hours you spend preparing for client reviews into 15 minutes of editing — and a brilliant client experience.
Just talk. MeetingOS writes your agenda for you.
What if you could turn 30 seconds of “thinking out loud” into a strategic, fully-loaded agenda — with none of the heavy lifting?
MeetingOS has a powerful and unique voice mode unlike anything you’ve used in AI. Just talk, and it will write your agenda for you. It never interrupts you, and as it works, just iteratively tell it what changes to make, and watch them take shape on the screen. It’s like magic.
It’s the fastest way to frame a decision — and drive the meeting with clarity from the start.
MeetingOS remembers and reminds. You shine.
During the meeting, MeetingOS works quietly in the background, leveraging all of your past meetings, decisions and notes to make this one even better.
As it listens to your conversation, it magically surfaces key insights to your screen right when you need them. Or if you have an idea, just ask — and get the full power of the meeting’s context working for you while MeetingOS finds the needle in your proverbial haystack.
Lean into deep engagement with your clients. Let the action items take care of themselves.
Comprehensive notes that learn from your edits, and are written in your style. Pick the depth and detail you want, from bullets to longform. It’s incredibly easy to drop them into Redtail, Wealthbox, or Salesforce.
And while you can trust MeetingOS to automatically capture your action items, you don’t have to — with a simple click while talking, you can rest assured that nothing will fall through the cracks for your client.
Best of all, you can start with AI-powered notes and action items for free!
Bulletproof security that protects your clients.
We believe in a future where AI can produce powerful notes, action items, and insights from our meetings, without every word we say being recorded until the end of time.
MeetingOS processes meeting conversations in real-time for notes and action items; we never store or record audio of your meetings. We couldn’t play your meetings back for you if you asked us to…and that’s how we like it.
Go beyond the annoying bots.
AI notetakers aren’t fixing meetings — they’re just documenting the dysfunction. Seven bots join the call, record the indecision, and flood your inbox with proof the meeting was pointless.
Ditch the bots. MeetingOS snaps right into your calendar, works with every video call platform, and works for your in-person meetings too.
No AI circus. No wall of recordings. Just better decisions.
Zoom
Teams
WebEx
Slack
Google Meet
Coming In Early 2026
Snaps right into your wealthtech stack.
MeetingOS is an operating system for meetings — so that means apps can connect in, and leverage the OS for deeper, tighter integration.