TODAY

TODAY is an AI Copilot for financial advisors, helping them become 30% more effective by automating documentation and providing coaching insights. It offers instant documentation and powerful analytics to improve advisory approaches.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Mixed

About

What is TODAY?

TODAY is an AI Copilot designed specifically for financial advisors, including those in insurance, banking, and pensions, to enhance their effectiveness by 30%. The tool automates the tedious task of documentation, allowing advisors to focus more on client interactions. It provides a 'perfect memory' feature, accurately capturing every detail of conversations, including financial and insurance terms, and instantly generating consultation wrap-ups. TODAY also offers powerful coaching insights, tracking cross-selling attempts, customer reactions, and key moments to help advisors learn and improve. It integrates seamlessly with popular communication tools like Microsoft Teams, Zoom, and Google Meet, and CRMs such as Pipedrive and Zoho. The platform is AI-Act and GDPR-compliant, ensuring responsible and secure use of AI.

Best used for

Ideal for financial advisors, brokers, and agents who need to automate consultation documentation, gain actionable coaching insights, and systematically improve their advisory playbook. Especially valuable for those looking to enhance customer engagement and track performance metrics efficiently.

Common actions

automate documentation

improve sales performance

capture customer details

gain coaching insights

track sales metrics

Capabilities

Key features

Unlimited call summaries
AI notetaker
Advisory documentation
Custom data extraction
Coaching insights
Cross-selling analysis
Performance reports

Target Audience

sales repsmall business owner

Integrations

microsoft-teamszoomgoogle-meetpipedrivezohohubspotsalesforceoutlook+ 3 more

Pricing & Plans

Freemium · Paid · Enterprise

Not publicly disclosed. Check usetoday.io for current pricing.

FAQs

What is the free trial duration for TODAY?

TODAY offers a 4-week free trial for its AI Assistant for Financial Services. This allows users to experience the Pro and Performance features before committing to a paid plan, helping them assess its value for their advisory practice.

Is TODAY compliant with data protection regulations?

Yes, TODAY is designed to be AI-Act and GDPR-compliant. As an European AI company, it prioritizes data security and privacy, offering peace of mind for financial advisors handling sensitive client information. You can request an AI Act Use Case Assessment.

What CRM systems does TODAY integrate with?

TODAY integrates with popular CRM systems such as Pipedrive and Zoho. Integrations with Hubspot and Salesforce are also coming soon, allowing for seamless enrichment of your CRM with valuable customer details and consultation insights.

How quickly can a team be onboarded to use TODAY?

TODAY facilitates rapid onboarding, with pilot customers typically onboarded in 90 minutes per team. Individual advisors can be set up and ready to use the platform in just 3 minutes, ensuring a quick start to improved efficiency.

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Finance › Fintech Finance › Compliance & Audit AI Agents & Automation › Personal Assistants Productivity & Business › Workflow Automation Productivity & Business › Legal & Compliance

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