Does anyone have the new study?

Hi! Just curious if anyone's firm has any experience with Contio? Perspective on notetaking capabilities, meeting prep functionality, tasks, integration with tech stack, ease of adoption, and comparison against other AI tools... All insight is appreciated!

hi! I am currently researching how RIA owners and operators make business decisions. We know firms have more data then ever, but I found that many spend quite a bit of time handling the data in order to make their decisions. Coming to the crowd to get your opinion please- What is the one business question about your firm that you wish was much easier to answer? No software recommendations or vendor opinions please, the questions themselves are the most important part here. Things that would be helpful to know: - A question you have about your business that requires data from multiple systems. - Something you still estimate instead of measure. - A metric you have to build yourself before you can use it. - A decision that's harder than it should be because the information isn't readily available. I'm doing research right now, so appreciative of any thoughts. DM's are also open! thank you!

Hoping that someone might have a recruiting firm they have used to help me fill my administrative assistant position / traditional financial services support role / client facing, etc. P/T or F/T. Single advisor firm. Have used a firm in the past that posts the position on the various job seeker sites. Thanks!