Save 5 hours per week
with the #1 AI for financial advisors

Over 3,000 top advisors transcribe with TODAY.

Try free for 4 weeks

With money-back guarantee.

TODAY in action

TODAY users grow 10% faster and become 30% more efficient.

Signal IdunablaudirektKönigswegeVB SelectALH Gruppe

Delight, don't document.
Reclaim your time.

Unlock face-time with your customers, while TODAY works for you.

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Enjoy perfect memory

Enjoy perfect memory

Be fully present for your customers, while TODAY takes notes in the background

  • High accuracy for financial and insurance terms
  • Remember every detail, big and small

Lightning-fast wrap-up

Document your consultations instantly.

  • Capture full customer situations and product portfolios
  • Never forget tasks and next steps
  • Enrich your CRM, MVP, or core system with valuable customer details
Lightning-fast wrap-up
Emily Schmidt
  • Conversation topicDisability insurance
  • Desired follow-upFollow-up meeting
  • Consultation typeDisability advisory

Powerful coaching

Impactful coaching insights from every conversation. Level up every day.

  • Personalised insights tailored to your unique advisory approach, playbook and scripts. Time to hit your targets.
  • Track cross-selling attempts, customer reactions, and re-live key moments
  • Powerful analytics including talk speed and talk ratio
Powerful coaching

Golden nuggets of insights
making you 30% more effective

Learn and improve from every conversation. Start using TODAY in one minute.

Reach the next level

  • Understand how your advisory approach is used and how it performs
  • Get assistance with cross- and up-selling
  • Use data to systematically improve your advisory playbook
Get started →
Reach the next level
Advisor begins conversation with casual question
  • SituationHey Finn, great to speak again. How are you and your family?
  • TrackingTopic was discussed

Fully integrated with your favourite tools

TODAY fits seamlessly into your daily workflow

Communication

Microsoft TeamsMicrosoft Teams
ZoomZoom
Google MeetGoogle Meet
VOIPVOIP

CRMs

PipedrivePipedrive
ZohoZoho
HubspotHubspotComing soon
SalesforceSalesforceComing soon

Broker management systems

AmeiseAmeise

Calendars

OutlookOutlook
GoogleGoogle
Office 365Office 365
AppleAppleComing soon

How much value
will you unlock?

TODAY pays for itself within 3 months.

Your setup

Your impact

Value created per year €

121.125 €

Cost savings from automated documentation

Cost savings (at €70/h):

47.250 €

Revenue uplift

Revenue uplift from 20x more coaching insights:

70.875 €

Onboarding cost savings

Cost savings from faster onboarding:

3.000 €

Don't just take our word for it

Finalist Young Broker Award
Coaching is a key value driver for us. TODAY helps us get 20x more insights from customer conversations and strengthens our feedback culture.

Kalepse

Founder & Managing Director Käpsele GmbH, Finalist Young Broker Award

Responsible and ethical
advisor AI

TODAY is AI-Act and GDPR-compliant.

As a European AI company, TODAY is designed from the ground up to be AI-Act and GDPR-compliant. Get in touch to request our AI Act Use Case Assessment.

We onboard pilot customers in 90 minutes per team, and 3 minutes per advisor.

Get in touch so we can understand how to get you the best possible experience.

The AI agent for
with direct ROI

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