Lead the conversation. The follow-up work is already done.
The TODAY Assistant transcribes every customer meeting and writes your advice documentation automatically: IDD-compliant, based on your template. Customer e-mail, CRM update and coaching are ready seconds later.
Reason for advice, recommendation and rationale, fully completed based on your own template.
Subject: Your documents for the BU adjustment. “Thank you for the good conversation today …”
Score 82 / 100 · The three most important tips for your next meeting are waiting for you.
How it works
From meeting to finished documentation, hands-free
You focus on the customer. TODAY takes care of documentation, CRM and coaching.
- 1
Install the app
Mac, Windows or mobile. Connect your calendar and you are ready in 3 minutes.
- 2
Hold the meeting
Video and phone on the desktop, in person with the mobile app. TODAY transcribes live, no audio is stored.
- 3
Tick off the follow-up
Seconds later: IDD-compliant documentation based on your template, customer e-mail and CRM update.
- 4
Get better
Score, feedback and the most important tips, after every meeting, based on your advice logic.
The difference
One hour of advice, three hours of admin? Not any more.
Everyday work without TODAY
- Up to three hours of follow-up work per hour of advice
- Documentation and CRM upkeep pile up, data goes stale
- In the meeting you are on your own: objections, queries, technical questions
- Feedback is rare, and then based on gut feeling
- The advice documentation writes itself: IDD-compliant, based on your template
- Every data point lands automatically in your CRM or broker management system (MVP)
- Real-Time Assist helps live, with objections, questions and the next step
- Objective coaching after every meeting, for measurably more revenue
Transcription
Built for the language of the financial and insurance industry
General-purpose tools stumble over “disability insurance (BU) guaranteed insurability option”. TODAY is built for the industry, and you can extend it with your own vocabulary.
Industry vocabulary included
Technical terms, tariffs, insurer names, all spelled correctly. Add your own vocabulary yourself.
Anonymised in real time
No audio is stored, a huge advantage for GDPR.
Internal calls too
TODAY transcribes team meetings and internal calls just the same.
In-person meeting
Anna Weber · initial consultation
Industry vocabulary detected
Mobile app
For in-person meetings and at the branch: phone on the table, start the meeting, TODAY transcribes along.
Desktop app for Mac & Windows
For video advice (Teams, Zoom, Meet) and VoIP telephony, including Real-Time Assist and TellTODAY.
Real-Time Assist
Your copilot, while the customer is still talking
The Assistant listens in and helps exactly when things get difficult.
Handle objections live
Detects objections like “too expensive” and instantly shows you the right response.
Next Best Action
Suggests the next sensible step, at the right moment.
Answers on demand
Searches your CRM and verified sources right in the meeting.
Listening in and speaking up when you need support …
Visible only to you, discreetly below the camera, mid-conversation.
After the meeting
Hang up, and everything is done
Sales Coaching
Concrete feedback after every meeting
Score, rating and the most important tips: objective, instant, based on your advice logic.
Your coaching
Initial consultation Anna Weber · 14:32
On the objection “too expensive” you offered a discount straight away. Stronger: first make the value in a worst case tangible: “What would six months without income mean for your family?”
More revenue
through coaching in every real meeting.
Saved per week
and advisor. Documentation, e-mail and CRM take care of themselves.
CRM sync
Your CRM, always up to date
All data points and the summary land automatically in your CRM or MVP.
Anna Weber
Customer since 2019
AskTODAY
Chat with all your conversations
Sure, the key points from your recent meetings:
- Last meeting (12.02.): adjust BU benefit for second child, quote promised
- Open: documents were to be sent by e-mail in advance
- Talking point: house build planned for 2027, bring up building savings plan
Done. Playbook with Scorecard created in TODAY:
Playbook · Building savings initial meetingAskTODAY
Chat with every conversation you have ever had
Your chatbot with the memory of all your advice work: answers from your transcripts, with sources.
Ask your conversations
“What was Mr Krause’s biggest concern?” The answer comes instantly, instead of you searching.
Meeting prep in seconds
The key points from recent meetings, open items, the best talking points.
Build playbooks right in TODAY
Create new playbooks and Scorecards straight from the chat, no setup.
TellTODAY
Never type again: dictate everything, everywhere
Dictate e-mails, notes and CRM entries in any app, four times faster than you type.
Just speak, TellTODAY writes …
One overlay, always with you
Press the shortcut, speak, and TellTODAY writes wherever your cursor is.
Just speak naturally
Filler words are dropped, formatting is right: spoken words become polished text.
With your industry vocabulary
Tariffs and technical terms are spelled correctly when dictating too.
Security & Compliance
Built in Europe, compliance without footnotes
You work with your customers’ most sensitive data. TODAY is built for that from the ground up.
GDPR-compliant
Anonymised real-time transcription, no stored audio: data protection is part of the architecture.
ISO 27001 certified
Certified information security management, audited processes for protecting your data.
EU AI Act compliant
Meets the requirements of the EU AI Act, Use Case Assessment on request.
Assistant + Simulations
And when there is no customer around? Train with AI customers.
The Assistant coaches in real meetings, the AI simulations in training, with the same Scorecard. Remix turns any real conversation into an exercise for the whole team with one click.
Frequently asked questions
An app for Mac, Windows and mobile that transcribes all your meetings and calls in real time. During the meeting, Real-Time Assist helps with objections and technical questions. Afterwards TODAY writes the IDD-compliant documentation based on your template, the customer e-mail and your coaching, and updates your CRM.
No. TODAY transcribes anonymised in real time, no audio is stored. A huge advantage for GDPR.
It is built for the financial and insurance industry: technical terms, tariffs and insurer names are spelled correctly. With your own vocabulary (product names, abbreviations) it gets even more accurate.
It shows the right response to objections, suggests the next step and searches your CRM or verified sources, without you leaving the conversation.
TODAY writes the advice documentation (IDD-compliant, based on your template), summary, customer e-mail and your coaching, and syncs all data points to your CRM or broker management system (MVP). That saves around 5 hours per week and advisor.
Yes. The mobile app covers in-person meetings and the branch, the desktop app covers video advice (Teams, Zoom, Meet) and VoIP telephony. Internal calls can be transcribed as well.
The dictation feature of the desktop app: it writes wherever your cursor is, in e-mails, CRM, applications. Filler words are dropped, technical terms are right. Four times faster than typing.
Your chatbot with the memory of all your conversations: answers customer questions from the transcripts (with sources), prepares you for meetings and builds new playbooks right in TODAY.
Both use the same Scorecard: the Assistant coaches in real meetings, the simulations in training. With Remix, a real conversation becomes an exercise for the whole team with one click.
Yes. GDPR and EU AI Act compliant and ISO 27001 certified. The core building block: anonymised real-time transcription with no audio storage. Details in the TODAY Trust Center, the AI Act Use Case Assessment is available on request.
Sign up and try it free for 30 days, setup takes 3 minutes per advisor. We calibrate your own advice logic within a few days.
Get your time back, from the very first meeting
Installed in 3 minutes. Try free for 30 days.
For Mac, Windows and smartphone