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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Christian Stach

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.

04
Everywhere your customers are

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

05
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

Jointly developed with Germany's most innovative advisors.

  • Track the hard facts to provide compelling offers
  • Remember the little things and form deep relationships
  • Remember the little things and form deep relationships
  • Remember the little things and form deep relationships
Consulting documentation

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.

  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers

Partner, führende deutsche Vertriebsorganisation

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Hava Misimi, Femance Finanzen

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Consulting documentation

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.

  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers
  • Track the hard facts to provide compelling offers

Leading advisors

Weil du einen Vertriebsassistenten verdienst.

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

Funktioniert überall
wo deine Kunden sind

TODAY unterstützt alle gängigen Meeting-Plattformen

Videoberatung :
Microsoft Teams
Zoom
Google Meet
VOIP
CRMs :
Pipedrive
Hubspot
Salesforce (coming soon)
MVPs :
Ameise (coming soon)
ProfessionalWorks (coming soon)
Kalender
Outlook
Google
Office 365
Apple (coming soon)

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 consulting documentation that writes itself

TODAY’s transcription is optimized for financial terminology and automatically documents every consultation – so you retain a perfect memory.