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Built with ❤️ in Boise, Idaho
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Contio’s @wyattcupp takes the stage at Boise Entrepreneur Week today!
Building with AI, alongside Andrew Rafla and Matty Jones. See real AI projects and how they’re built.
10-10:45am MDT | Loft, 5th floor, JUMP
1000 W. Myrtle St., Boise
Free entry.
go.contio.ai/bew-x
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Introducing Derrick Kinney Elite Advisor Coaching, powered by Contio.
You can hear @DerrickTKinney speak and leave with pages of ideas. Back at the office, you still have to choose the questions, remember to ask them, and see what you missed.
Now his conversational framework is built into Contio. Choose a template with Derrick’s questions before a prospect visit. Use it to guide the conversation. Afterward, review coaching on what went well, opportunities you missed, and what to do next, alongside a follow-up draft you can edit and send.
Start with one prospect visit already on your calendar. Put Derrick’s coaching method to work, then use the feedback to prepare for the next one.
Get started with Derrick Kinney Elite Advisor Coaching today.
go.contio.ai/dkcoachingv-x
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Contio retweeted
Riskalyze → Nitrogen → ... 🚀
There’s a lot of history between Aaron Klein and Dan Zitting, which makes this episode of Contio’s Beyond the Meeting especially fun.
Dan and Aaron look back at Nitrogen’s evolution, including a candid conversation about the timing of the Nitrogen rebrand, and dig into how our product philosophy continues to change as AI reshapes advisor tech stacks.
One idea at the center of the conversation: the software should do the rote work so advisors can spend more time on the conversation.
Read the highlights or catch the full episode 👇
📝 Read: contio.ai/blog/dan-zitting-n…
🎧 Listen: hubs.ly/Q04xZHMK0
🎥 Watch: hubs.ly/Q04xZHDN0
#NitrogenWealth #WealthTech #AI #FinancialAdvisors
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“I’ll send that over” is easy to say on a client call.
Then life happens. Another call runs long, something urgent needs your attention, and the email waits.
By the time you get back to it, you’re piecing together what you discussed from memory.
Contio turns the conversation into the first draft of the work. The proposal, the follow-up, whatever the next step may be.
Less context switching to piece it all back together. The work gets started for you, ready for your review.
Try Contio free on your next client call.
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Raising more VC money doesn't make you a better business.
@danzitting is the CEO of Nitrogen. Before that, he founded workpapers.com and led Galvanize through its acquisition. He's seen friends lose businesses that could have succeeded because VC expectations required them to become much bigger than they could sustain.
Before taking VC money, ask: can your business realistically grow as big as those investors expect?
On Beyond the Meeting, Dan joins Aaron Klein to talk about building and leading companies, including how he got his team using AI by learning the tools himself first. Listen to the full episode for lessons you can apply to getting your own team using AI.
Listen Here: go.contio.ai/blog-dan-zittin…
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When AI started changing his engineers' jobs, @NitrogenWealth CEO @danzitting didn't wait to see what it would mean for everyone else.
He went first. A week alone with the tools until he was running his own day on them. Then he showed the company how, and what he'd learned along the way. Now he calls it their superpower. 💥
That's where Episode 2 of Beyond the Meeting, hosted by @AaronKlein, starts. Where it goes:
• What it's like to run a software company in the AI age
• Why the metrics that used to mean success are changing
• What software that empowers human relationships looks like in practice, and the fifteen minutes Dan spent running Nitrogen with his dad.
Full episode in the first comment.
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Prefer to read? Full episode notes, Dan's story, and where to listen on Spotify and Apple:
contio.ai/blog/dan-zitting-n…
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Ever get deja vu in a meeting?
Your notetakers took notes on the last meeting. They had what was said. They didn't have the right documents, or the concern from the Slack thread. So you started over, out loud, in the room.
Contio flows the conversation into the work. It pulls from your meetings, documents, and apps. After the call, the first draft is already started. Review it. Send it. You can surface insights from past meetings without starting over in the room.
Try Contio Free!
go.contio.ai/deja-x
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Altruist CEO @jasonwenk said the number one thing that kept showing up on employee surveys was that they need to be better at communication.
That's a big part of what compounding workspace intelligence in Contio can solve.
You said it — but nobody wants to ask you to repeat it.
Now they don't have to.
Check out this episode of Beyond the Meeting: go.contio.ai/jw-x
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Generic AI makes each employee faster at the work already in front of them.
Contio is built for firmwide impact. It carries context from one person's conversation into the next person's work, so the company can produce more from what it already knows.
That's compounding workspace intelligence.
Try it free: go.contio.ai/firm-x
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AI sovereignty starts with knowing where your data is processed.
Training policies are only part of the security question. Enterprise teams also need to know where their data goes while the model is working on it, especially when that data includes sensitive conversations and intellectual property.
That is why we built Contio around private processing. We bring the AI to your data, not your data to the AI. 100% of the AI processing happens in our secure private cloud. We don’t record or store audio. We don’t train models.
Security and privacy start with architecture.
Learn more: go.contio.ai/privacy-x
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“They’re going to start building knowledge work that can replace humans.”
On Beyond the Meeting, @jasonwenk explains where the change is heading: financial firms, cash management, wealth management, and the work that happens around them.
The shift is already close enough to plan for.
Listen here: contio.ai/blog/jason-wenk-al…
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Contio allows you to stay in the conversation and be more productive, whether you're a video editor like @sambergstrand or an accountant.
If your work comes from the conversations you have, Contio can improve your productivity.
Contio is the AI that turns what gets said into what gets done.
I’ve been using @ContioAI in my meetings, and the biggest change is simple: I can stay in the conversation.
Before the meeting, I open Contio so the context from earlier conversations is already there. During the meeting, I’m listening and participating. No bot in the room. I’m not trying to write down every sentence.
Afterward, Contio gives me notes I can use to keep working. I can ask it to create a social media plan based on what we discussed over the last two weeks of meetings. Then I can give that plan to Claude and ask it to start drafting videos with Remotion and prepare the rest for my other editing tools.
I can stay in the conversation more than ever before because I don’t need to write down every single detail. Contio captures it for me.
We get more done when I’m paying attention to the meeting instead of trying to recreate it afterward.
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Contio retweeted
Such a good tool for saving my time.
Sometimes it’s been a few days since I came up with a plan that I am about to pitch. I just tell @ContioAI to prep me for the meeting and it reminds me of everything that I had already planned and what else is still missing from the pitch.
Afterwards it takes the feedback from my team and updates the plan so I have an accurate plan with all the changes we discussed. No more trying to remember all the changes from memory.
A customer call shouldn’t cost you half a day.
You’ve got the conversation. Contio turns it into a first draft of the follow-up email and next steps, so the work starts there. Prep and follow-up move forward without taking over the rest of your schedule.
Contio turns what gets said into what gets done.
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A customer call shouldn’t cost you half a day.
You’ve got the conversation. Contio turns it into a first draft of the follow-up email and next steps, so the work starts there. Prep and follow-up move forward without taking over the rest of your schedule.
Contio turns what gets said into what gets done.
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Season 2 of Beyond the Meeting is live.
@AaronKlein asked @jasonwenk what his team most needs to get better at. The communication after the meeting. The follow-up. The follow-through.
The #1 answer in their own employee surveys — from a founder whose company Vanguard just agreed to buy.
IT JUST DROPPED...
The (rumored) $4 Billion Dollar Man: Leadership Lessons from @jasonwenk
Get Jason's thinking on the future of @altruist just two weeks ago, before the incredible deal with @Vanguard_Group was announced.
You won't want to miss this, anywhere you love to enjoy your podcasts. aaronklein.com/podcast/s2-01…
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Contio retweeted
First look at the inaugural episode that drops tomorrow...
If you want to hear @jasonwenk's thinking two weeks before he pulled the trigger to sell @altruist to @Vanguard_Group, don't miss tomorrow's kickoff of the Beyond the Meeting podcast.
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