Proudly serving the world's most
customer-centric advisors
Delight, don't document.
Reclaim your time.
Unlock face-time with your customers, while TODAY works for you.
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 with valuable customer details
Emily Schmidt
Your consultation type
Disability to work insurance
Desired follow-up
Follow-up appointment
Bu-Beratung
Your consultation types
Powerful Coaching
Impactful coaching insights from every conversation. Level up every day.
- Personalised insights per your unique 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 - ratio
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 approaches are used
- Get assistance with cross- and up-selling
- Use data to systematically improve your advisory playbook
Get started
Advisor begins conversation with casual question
Situation
Hey Finn, great to speak again. How are you and your family?
Tracking
Topic was discussed
Remember everything, delight every time.
- Track the hard facts to provide compelling offers
- Remember the little things and form deep relationships
Get started
Perfect Memory
With TODAY, you remember every detail and can fully focus on your customers - instead of taking notes by hand.
Date of birth
10.04.1987
Gross income
60.000€
Savings goal
Summer house in Sweden
Kids
Maria (4)
Understand conversations in seconds
- Identify deal makers, deal breakers, decisions, and unmet needs immediately
- Patterns matched from hundreds of calls
Get started
90 Minutes in 90 Seconds
Detect key moments immediately. Stop wasting time searching.
07:18 Decision
Customer and advisor agree on process
07:22 Purchase
Decision about next steps taken
06:02 Impatience
Advisors asks question, but answers himself
Automate the busywork
- Save 15 min per call with instant documentation
- Supports your desired documentation format
Get started
Faster than you
TODAY documents the conversation, so that you can already prepare the next conversation.
Beratungsdokumentation
Consultation to disability to work insurance for Emily Schmidt.
Works wherever you
have meetings
TODAY supports all meeting platforms
Microsoft Teams
Google Meet
Zoom
GotoMeeting
How much value
will you unlock?
TODAY pays itself in under 3 months.
Your Set-up
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your Impact
Total impact
Value unlock per year €
16.890 €
Cost savings
Cost savings (70€ / h):
1.890 €
Revenue Impact
Revenue uplift from 20x more coaching insights:
9.000 €
Onboarding time saved
Cost savings from improved onboarding of new joiners:
6.000 €
Your payback
TODAY pays for itself within:
1 month
Don't take only our word for it
Responsible, cutting-edge
advisor AI
TODAY is AI-Act and GDPR-compliant.
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.
The AI Copilot
with a profitable use case
