Your AI sales assistant saves
You 5 hours per week
Try TODAY now for 4 weeks free and get your time back.
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Leading advisors
already scale with TODAY
Jointly developed with Germany's most innovative advisors.
The AI Assistant
you deserve
TODAY does follow-ups, documentation and gives Coaching-Insights, so you can be 100% present with your customers.
TODAY documents and generates IDD-advisory documentation - you limit liability and save time.
Enjoy perfect memory and upgrade your client portfolio - with 10-20 additional data points for each consultation.
TODAY works in video consultations, phone or at the customer's site as App for iPhone, Android, and iPad.
The consulting documentation that writes itself
TODAY’s transcription is optimized for financial terminology and automatically documents every consultation – so you retain a perfect memory.
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Enjoy perfect memory and turn your portfolio into gold.
Gain over 10 new data points per conversation with TODAY – 100% GDPR compliant. Impress in every customer interaction.
Proud partner
innovative advisors
Adrian Schmidt, Käpsele
Coaching is a key value driver for us. TODAY helps us getting 20x more insights from customer conversations and strengthens our feedback culture.
Hava Misimi, Femance
The Coaching is really cool! At first I didn't think it would be very relevant for us. But now I love it because I can better manage my team without micro-managing.
Try the Leading AI Assistant
for Financial Services
4 Weeks Free Trial
Full AI power
for ambitious brokers
Enjoy TODAY-Coaching on top level on conversation flow, and Soft-Skills. Get inspired by TODAY-Templates for annual check-ins and pension of leading advisors.
Coaching is a key value driver for us. TODAY helps us getting 20x more insights from customer conversations and strengthens our feedback culture.
Adrian Schmidt
Founder & Managing Director Käpsele GmbH
Everywhere where
you meet your customers
Use the TODAY-Recorder for Android and iPhone on site.
Use the TODAY Desktop app as smart notepad or the TODAY Notetakers in Zoom, Google Meets, or MS Teams.
Your GDPR-compliant, smart notepad for Windows and Mac.
The AI Copilot
with a profitable use case
