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The AI Copilot for

The AI Copilot for

The AI Copilot for

Financial Advisors

Financial Advisors

Designed to make advisors 30% more effective.

Designed to make advisors 30% more effective.

PROUDLY SERVING THE WORLD'S MOST CUSTOMER-CENTRIC ADVISORS

PROUDLY SERVING THE WORLD'S MOST CUSTOMER-CENTRIC ADVISORS

PROUDLY SERVING THE WORLD'S MOST CUSTOMER-CENTRIC ADVISORS

Trapped in admin work?

Trapped in admin work?

Let's get your time back.

Let's get your time back.

Let's get your time back.

Advisors spend <50% of their time actually advising customers. Time for a change!

Advisors spend <50% of their time actually advising customers. Time for a change!

Tailored to your standards
Hands-free advice
Insights that matter

Tailored to your standards

Define how “good” looks like, and get tailored coaching insights.

  • Supports scripts, playbooks, and guidelines
  • As many call types and talking points as needed.
  • Start with templates or a blank canvas.
  • We get financial services. IT will love us.
Tailored to your standards
 
Tailored to your standards
Hands-free advice
Insights that matter

Tailored to your standards

Define how “good” looks like, and get tailored coaching insights.

  • Supports scripts, playbooks, and guidelines
  • As many call types and talking points as needed.
  • Start with templates or a blank canvas.
  • We get financial services. IT will love us.
Tailored to your standards
 
Tailored to your standards
Hands-free advice
Insights that matter

Tailored to your standards

Define how “good” looks like, and get tailored coaching insights.

  • Supports scripts, playbooks, and guidelines
  • As many call types and talking points as needed.
  • Start with templates or a blank canvas.
  • We get financial services. IT will love us.
Tailored to your standards
 

Golden nuggets of insights

Golden nuggets of insights

making you 30% more effective

making you 30% more effective

Learn and improve from every conversation. Get started in minutes.

Learn and improve from every conversation. Get started in minutes.

Valuable Coaching

Perfect Memory

Highlights

Instant Documentation

Valuable Coaching
 

Time to let AI work for you.

Time to let AI work for you.

Leverage the best insights

Leverage the best insights

in your industry

in your industry

Learn from every conversation, and continously improve.

Learn from every conversation. Continuously improve.

How much value

will you unlock?

TODAY is especially impactful to high-growth teams.

Your Data

INDICATIVE

Your Impact

VALUE UNLOCK PER YEAR €:
0 €
Cost savings (70€ / h):
0 €
Revenue uplift from 20x more coaching insights:
0 €
Cost savings from improved onboarding of new joiners:
0 €
TODAY PAYS FOR ITSELF WITHIN:
0

Don't take only our word for it

Don't take only our word for it

“Coaching is a key value driver for us. TODAY helps us getting 20x more insights from customer conversations and strengthens our feedback culture.“

“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

Adrian Schmidt

Founder & Managing Director Käpsele GmbH, Finalist Young Broker Award

Founder & Managing Director Käpsele GmbH, Finalist Young Broker Award

Founder & Managing Director Käpsele GmbH, Finalist Young Broker Award

Enterprise-grade AI

in the cloud

Enterprise-grade AI

in the cloud

We’re proud to be working with Microsoft Founder Hub on Azure

We’re proud to be working with Microsoft Founder Hub on Azure

We partner with Microsoft Founder Hub on Azure

We’re proudly supported by Microsoft for Startups and serve TODAY performantly, securely, and compliantly on Azure.

We’re proudly supported by Microsoft for Startups and serve TODAY performantly, securely, and compliantly on Azure.

We’re proudly supported by Microsoft for Startups and serve TODAY performantly, securely, and compliantly on Azure.

Accelerate your AI journey with a profitable use case.

Join the waitlist

Get started

Frequent Questions

Is TODAY AI Act- and GDPR-compliant?

How quick can I onboard my team?

How can I try TODAY?

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© UseToday ApS 2024

Terms

© UseToday ApS 2024