MeetingOS Guided Tour
Welcome to the Future of Client Meetings.
This guided tour reveals how MeetingOS becomes your brilliant meeting strategist, superhuman memory, and hyper-intelligent Chief of Staff. If you're tired of spending hours prepping for client reviews or worry about action items falling through the cracks, this tour shows you how MeetingOS saves you hundreds of hours, while delivering a white glove experience for every client and prospect meeting.
Built with ♥️ for advisors and their teams.
Get Instant Access to the Guided Tour!
Watch to see how MeetingOS fits seamlessly into the way you work.
Who This Tour Is For:
Financial advisors who want to spend less time on meeting prep and more time delivering excellent client experiences. If you're ready to show up more prepared in less time, stay genuinely present, and follow through flawlessly—this tour will show you exactly how.
What You’ll Learn:
Plan: Drag-and-drop client PDFs to create detailed agendas with talking points. Turn hours of prep into 10 minutes of editing.
Run: Stay fully engaged without missing a thing. Key insights from past meetings surface right when you need them.
Capture: Comprehensive notes and action items, captured automatically. Easily drop summaries into Redtail, Wealthbox, etc.
Privacy & Security: Real-time processing in our secure private cloud. No recordings. No third-party AI companies. Bulletproof protection.
Built for top performers. Trusted by growing teams.
"What I appreciate most about Contio is how seamlessly it fits into the way real advisors actually work. I can open MeetingOS and immediately get reliable, decision-ready meeting insights. It feels less like software and more like a trusted executive assistant."
"Contio is much more than a meeting note-taker. Now I'm genuinely present in every meeting, knowing that MeetingOS is capturing comprehensive notes and ensuring no action item slips through the cracks. The powerful AI pre-planning tools mean I walk into every client conversation confident and prepared."