Contio with Aaron Klein | E429

Contio with Aaron Klein | E429

From Fintech Impact by Jason Pereira

May 26, 2026 · 39 min · Episode 429

About this episode

Aaron Klein discusses Contio's MeetingOS and its impact on improving advisor meetings through AI technology.

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…

People in this episode

Host: Jason Pereira

Guest: Aaron Klein

Topics covered

  • meeting efficiency
  • AI technology
  • financial advising
  • data security
  • workflow automation

Keywords

  • meeting problem
  • AI agendas
  • financial plans
  • client questions
  • secure cloud

Mentioned in this episode

Organizations: Contio, Nitrogen, Riskalyze

More episodes of Fintech Impact

Explore listener stats, chart rankings, contacts and more on the Fintech Impact podcast page.