Your AI sales assistant saves
You 5 hours per week

Try TODAY now for 4 weeks free and get your time back.

Leading advisors
already scale with TODAY

Jointly developed with Germany's most innovative advisors.

Für 1 Stunde Beratung kommen 3 Stunden Nacharbeit.
Regulatorische Auflagen erfordern akribische Doku.
Admin-Stress nimmt dir Zeit für deine Kunden.
Beratungsdokumentation

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.

The AI Assistant
you deserve

TODAY does follow-ups, documentation and gives Coaching-Insights, so you can be 100% present with your customers.

01
Automated advisory documentation

TODAY documents and generates IDD-advisory documentation - you limit liability and save time.

02
Leverage your data

Enjoy perfect memory and upgrade your client portfolio - with 10-20 additional data points for each consultation.

03
Everywhere your customers are

TODAY works in video consultations, phone or at the customer's site as App for iPhone, Android, and iPad.

Leading advisors
already scale with TODAY

Für 1 Stunde Beratung kommen 3 Stunden Nacharbeit.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Regulatorische Auflagen erfordern akribische Doku.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Admin-Stress nimmt dir Zeit für deine Kunden.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Admin-Stress nimmt dir Zeit für deine Kunden.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Try the Leading AI Assistant
for Financial Services

4 Weeks Free Trial

Monthly
Yearly (-20%)
Pro
For ambitious advisors 
looking to scale
79€
per month + VAT
Included Features
Unlimited call summaries
Notetaker (Teams, Google Meet, Zoom)
Mobile App (iOS, Android)
Desktop-App
Advisory documentation
Free proven TODAY Templates (Die perfekte Altersvorsorge, das perfekte Jahresgespräch)
Coaching insights
Custom data extraction
Performance
For ambitious organisations 
looking to scale performance
158€
per month + VAT
Choose Performance
Choose Performance
2-10 Advisors, Free Manager Seat(s)
Everything in Pro
Cross-Selling-Analyse
Performance-Reports (Conversations and Soft-Skills)
Workshops to define company-specific advisory approaches
Enterprise
For high-performing organisations with highest security and compliance needs
79€
/month
per number
Everything in Performance
TODAY Simulations - AI Role Play
SSO
Audit logs
Custom CRM-Integrations
Advanced anonymisation
Custom reports
Pro
For ambitious advisors 
looking to scale
758€
per year + VAT
Included Features
Unlimited call summaries
Notetaker (Teams, Google Meet, Zoom)
Mobile App (iOS, Android)
Desktop-App
Advisory documentation
Free proven TODAY Templates (Die perfekte Altersvorsorge, das perfekte Jahresgespräch)
Coaching insights
Custom data extraction
Performance
For ambitious organisations 
looking to scale performance
1517€
per year + VAT
Choose Performance
Choose Performance
2-10 Advisors, Free Manager Seat(s)
Everything in Pro
Cross-Selling-Analyse
Performance-Reports (Conversations and Soft-Skills)
Workshops to define company-specific advisory approaches
Enterprise
For high-performing organisations with highest security and compliance needs
79€
/month
per number
Everything in Performance
TODAY Simulations - AI Role Play
SSO
Audit logs
Custom CRM-Integrations
Advanced anonymisation
Custom reports

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.

4.9/5

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

Frequent  Questions

Is TODAY Al Act- and GDPR-compliant?

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

How quick can I onboard my team?

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

How can I try TODAY?

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

How can I try TODAY?

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

How can I try TODAY?

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