hazel.ai vs Contio

The strongest client relationships are built when wealth advisors can be fully present. Hazel makes it easier than ever. Designed to record in-person conversations with just a few quick taps, our powerful AI captures, transcribes, and summarizes automatically—then syncs everything to your Hazel workspace. No laptops in the way. No voice memos to upload later. Just you, your client, and the conversation that matters. The Hazel mobile app includes: - Calendar integrations to sync your meetings with Hazel - In-person meeting capture with transcription - Accurate, detailed meeting notes and summaries - Instant-recording button for impromptu conversations - Seamless sync to Hazel's web platform - Privacy-first design with zero data sharing or retention with partners Once synced, Hazel's platform handles the follow-through—drafting emails, updating your CRM, and turning conversations into the decisions that drive growth. Sign up for Hazel at hazel.ai

Contio is AI that turns what gets said into what gets done. Designed for people whose meetings are only half the work, it turns every conversation into the first draft of whatever comes next — the proposal, the plan, the follow-up. Now it goes wherever you do. Capture the conversations that matter most — the in-person client meeting, the site visit, the hallway discussion, the coffee chat. You stay present; Contio catches what matters. Open the app, tap to start capturing, and the moment it ends you get killer notes — every decision captured, crystal-clear action items, and the dots connected. CAPTURE ANYWHERE • Start capturing in person or on the go, even offline — no laptop required • Perfect for client meetings, site visits, 1:1s, conferences, and coffee chats • Tap to start, tap to stop PERFECT NOTES, AUTOMATICALLY • Stay focused on the conversation while Contio handles the notes • Every decision and action item captured the moment your conversation ends • Crystal-clear summaries that connect the dots across what was said CHAT WITH YOUR AI CHIEF OF STAFF • Ask anything about any meeting and get an answer in seconds • Contio draws on every meeting, decision, and action item across your workspace • Connect Google or Microsoft and it can answer from your email, calendar, and documents too SUPERHUMAN MEMORY ACROSS YOUR TEAM • Every meeting makes the next one smarter — that's compounding workspace intelligence • Every decision, discussion, and commitment captured across your team, so nothing gets lost • Your teammate's client call last week makes today's proposal sharper — and it all flows right into the work CONNECTS TO YOUR CALENDAR • Works with Google and Microsoft • See your day at a glance and start capturing any meeting in seconds IN SYNC, WHEREVER YOU WORK • Everything you capture on your phone syncs with Contio on your desktop • One workspace, on every device WORKS OFFLINE • Keep capturing with no cell signal, no Wi-Fi — even in airplane mode • Perfect for planes, field visits, and dead-zone conference rooms • Everything syncs the moment you're back online PRIVATE BY DESIGN • 100% of AI processing happens in our secure private cloud • We don't store any audio recordings • Your data is never used to train AI models Turn every meeting into momentum with Contio. FOR EXISTING CONTIO CUSTOMERS • Contio for iPhone and iPad is for members of an existing Contio workspace • Sign in with the email address your workspace already uses • New accounts and workspaces can't be created in the app; access is provisioned by your organization • If you don't have an account yet, contact your workspace owner Need help? Visit our Help Center: https://helpcenter.contio.ai/en Terms of Use: https://www.contio.ai/tos Privacy Policy: https://www.contio.ai/privacy