Contio Launches MeetingOS to Accelerate Decisions Across Every Meeting

BOISE, Idaho — January 29, 2026

Executive Summary

Contio has announced the launch of MeetingOS, a new software platform positioned by the company as the world’s first Decision Acceleration Platform. The product is designed to address inefficiencies in modern meetings by providing structured preparation, real-time intelligence, and post-meeting outputs that support decision-making and follow-through. According to the company, MeetingOS is built to support a wide range of meeting formats, from informal team huddles and one-on-one conversations to board meetings and multi-day strategy sessions. The launch includes three product tiers—MeetingOS Free, MeetingOS Pro, and MeetingOS Elite Advisor—with initial general availability focused on financial advisors and early access offered to executives and organizational leaders. Contio stated that the platform integrates with existing calendar systems, supports both virtual and in-person meetings, and is built on a private cloud infrastructure designed to prioritize data privacy and security.

Announcement Overview

Contio announced the general launch of MeetingOS, introducing the platform as a centralized operating system for meetings that emphasizes preparation, participation, and execution. The company stated that the platform is intended to help users transform meetings from recurring calendar obligations into structured sessions that produce decisions and clearly defined next steps.

According to Contio, MeetingOS was developed in response to widespread inefficiencies associated with modern knowledge work. The company cited the scale of global meeting activity and the cumulative time spent in meetings as a structural challenge for organizations across industries. MeetingOS is designed to address these challenges by combining agenda design, contextual intelligence, and automated documentation into a single workflow that spans before, during, and after meetings.

The company indicated that MeetingOS is applicable across multiple use cases, including internal team meetings, client interactions, leadership sessions, and strategic planning events. The platform is positioned as flexible enough to support impromptu discussions while also scaling to support complex, multi-part meetings involving multiple stakeholders.

Key Announcement Details

  • Announcement type: Product launch
  • Product name: MeetingOS
  • Platform category: Decision Acceleration Platform
  • Company: Contio
  • Headquarters: Boise, Idaho
  • Initial availability: Financial advisors (general availability); executives and leaders (early access)
  • Planned expansion: General availability for all users within several months

Strategic Context

According to the company, modern organizations face persistent challenges related to meeting effectiveness, including fragmented preparation, limited context during discussions, and inadequate follow-through after meetings conclude. Contio stated that these challenges are amplified by the increasing prevalence of hybrid and remote work environments, where participants frequently move between virtual and in-person meetings with limited time to prepare or document outcomes.

MeetingOS is positioned by Contio as a response to these structural conditions. The platform is designed to centralize meeting-related information, surface relevant data during conversations, and automatically capture notes and action items. According to the company, this approach is intended to support more consistent decision-making and accountability across teams.

Contio also noted that certain professional roles, including financial advisors, rely heavily on meetings as their primary venue for relationship-building, information exchange, and value creation. The company stated that the initial focus on financial advisors reflects the importance of meetings in advisory workflows and the potential impact of improved preparation and documentation in those environments.

Leadership Statement

“There are a billion knowledge workers around the globe, and they spend around 20 billion hours a week sitting in meetings — that’s over $100 trillion dollars in payroll every year,” said Aaron Klein, Founder and CEO of Contio. “If you talk to these dedicated people, they bemoan the massive inefficiency that defines most of their calendar as they rush from Zoom to conference room to Zoom, with no time to follow through. Financial advisors in particular build relationships, capture details, and drive most of their value in meetings with their clients — it’s critical that they turn every meeting into a force for creating brilliant decisions and the right kinds of action.”

Platform Overview: MeetingOS

According to Contio, MeetingOS is designed as a comprehensive operating system that supports meetings across formats and contexts. The platform can be used for informal discussions, structured staff meetings, one-on-one conversations, board meetings, and extended strategy sessions.

At the core of the platform is the Contio Intelligence Engine, which the company described as an artificial intelligence system designed to assist with meeting preparation, participation, and follow-up. According to Contio, the Intelligence Engine drafts meeting agendas, prompts users to identify the appropriate participants, and helps assemble relevant data in advance of meetings.

During meetings, the platform is designed to surface contextual insights and data points relevant to the discussion. Following meetings, MeetingOS generates notes and action items intended to support execution and accountability. The company stated that this end-to-end workflow is intended to ensure that discussions lead to documented outcomes rather than unresolved conversations.

Integration and Deployment

Contio stated that MeetingOS integrates with existing productivity ecosystems, including Google Workspace and Microsoft Outlook calendars. According to the company, the platform provides meeting access and agenda visibility to both internal team members and external participants.

MeetingOS is designed to function across virtual and in-person meetings. The company noted that the platform works with existing video conferencing tools without requiring automated bots to join calls. According to Contio, this approach is intended to minimize disruption while still enabling real-time support during meetings.

The platform is built on Contio’s private cloud infrastructure. The company emphasized that MeetingOS includes privacy and security measures designed to prevent customer data from being used to train artificial intelligence models, including safeguards intended to eliminate even theoretical exposure of customer data for that purpose.

Product Editions and Availability

Contio announced the launch of three versions of MeetingOS, each designed to address different user needs.

MeetingOS Free provides meeting agendas with AI-generated notes and action items for up to 20 meetings per month. According to the company, users who exceed the monthly meeting limit can continue to use the software with manual note-taking while retaining access to their accumulated meeting intelligence.

MeetingOS Pro includes full access to the Contio Intelligence Engine. The company stated that this version supports agenda drafting, real-time insight surfacing during meetings, recall of prior discussions and decisions, and voice-based inputs to define meeting objectives and outcomes.

MeetingOS Elite Advisor includes all Pro features and adds a specialized version of the Contio Intelligence Engine designed specifically for financial advisors. According to the company, this version can analyze performance reports, financial plans, portfolio analysis reports, and account statements to assist advisors in designing client meetings and reviews.

Financial Advisor Focus

According to Contio, the Elite Advisor edition is optimized for advisory workflows and integrates with commonly used industry platforms. The company stated that the product is designed to reduce preparation time for client meetings by synthesizing historical context, advisor preferences, and client data into structured meeting materials.

Elite Advisor is designed to integrate with platforms including Nitrogen, eMoney, MoneyGuide, RightCapital, Black Diamond, Orion, Addepar, YCharts, and other industry tools. Contio stated that financial advisors using the platform can reduce the time required to draft narratives and prepare for critical client interactions.

MeetingOS is generally available starting today for financial advisors. The company stated that early access is available for CEOs and organizational leaders, with broader general availability planned in the coming months.

Partner Ecosystem and Platform Expansion

Alongside the MeetingOS launch, Contio announced the Contio Partner Apps Program. According to the company, the program is designed to enable third-party organizations to build integrations and applications on top of the MeetingOS platform.

Contio stated that there are currently 12 partners participating in the program. Launch partners announced alongside the MeetingOS release include Blueleaf, Asset-Map, Precept, and Fynancial.

As part of the launch, Contio announced that Fynancial will debut a new product built on MeetingOS. Fynancial CEO Tom Fields is scheduled to appear at Contio’s launch keynote to introduce Fynancial Pulse, a product developed on top of the MeetingOS platform and scheduled to debut at the Future Proof Citywide conference in Miami, Florida, in March.

“When I heard Aaron’s vision for MeetingOS, I immediately proposed how we could build an entirely new product on top of it, focused on improving the heartbeat of client engagement,” said Tom Fields, Founder and CEO of Fynancial. “We’re thrilled to be delivering the first all-new product built on top of the MeetingOS platform.”

Product Roadmap and Pricing

According to Contio, MeetingOS Free will be available broadly with a limit of 20 meetings per month. Pricing for MeetingOS Pro begins at $49 per month for the first three users, while MeetingOS Elite Advisor starts at $99 per month for the first three users. Both Pro and Elite Advisor plans include unlimited meetings.

The company stated that MeetingOS will continue to expand beyond its initial availability for financial advisors and early access users. General availability for all users is planned within several months.

Company Background

Contio was founded by Aaron Klein, who previously co-founded Riskalyze in 2011. Riskalyze is known for introducing the Risk Number® and for serving a large base of financial advisors. According to the company, Klein’s experience informed the development of MeetingOS, particularly in relation to advisor workflows and client-facing meetings.

Contio began operations on January 2, 2025, initially operating in stealth mode while building its product and recruiting a product-focused team. The company is headquartered in Boise, Idaho.

Named after meetings held in the Roman Empire where significant ideas were debated, Contio positions itself as a company focused on transforming meetings into structured, outcome-oriented sessions. The company stated that its platform is designed to serve knowledge workers broadly, with an initial focus on roles where meetings are central to value creation.

About Contio

Founded in 2025 and headquartered in Boise, Idaho, Contio develops software designed to transform meetings into decisive moments. The company’s MeetingOS platform is positioned as a centralized operating system for meetings, combining preparation, real-time intelligence, and follow-through into a single workflow.

Contio stated that its platform is built with privacy and security controls intended to prevent customer data from being used to train artificial intelligence models. Additional information about Contio and MeetingOS is available on the company’s website.

Media Contact

Contio PR
Phone: 208-485-2100
Email: pr@contio.ai

Source Attribution

Source: Company announcement

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