Over 3,500 happy advisorsMore revenue per advisor through individual AI coaching
TODAY coaches you and your advisors along your advisory logic, trains newcomers with realistic simulations and writes your advisory documentation. Better conversations, faster onboarding, less admin.
minutes saved with TODAY
3.500+ advisors trust TODAY
The problem
Your team is growing, but your revenue is not.
Coaching does not scale
Your best people are supposed to onboard and mentor, but have no time for it.
No data, no leverage
Without insight into real conversations you can neither ensure quality nor coach with purpose.
Documentation eats time
Your advisors lose up to three hours of admin per hour of advice.
Our solution
TODAY documents, analyses and coaches. Individually for every advisor, scalable across your whole organisation.
Call transcription and documentation
Every advisory record writes itself
TODAY transcribes in the background, summarises your conversation and creates the complete documentation. Works everywhere: video advice, on site or in the branch, VoIP on the phone.
- Recognises technical terms, tariffs and insurer names
- Delivers a summary and IDD-compliant documentation
- No recording consent needed thanks to privacy-friendly streaming technology
Client
With the disability cover I am not sure whether €2,000 is enough.
Advisor
With your net income I would rather insure €2,500.
Client
Okay, then let us run the numbers.
Summary
6 points
Documentation
IDD compliant
Follow-ups
2 dates
Created in 12 seconds
CRM sync
A perfect memory for every client
TODAY extracts all relevant data points from the conversation and updates your CRM and broker system.
- Stores calculation data (e.g. salary, contracts, age)
- Knows the personal side (e.g. hobbies, children, holiday plans)
- Your CRM: always up to date
Max Müller
Client since 2019 · Wealth advice
Performance coaching
Coaching after every conversation, with your logic
Every advisor gets actionable feedback after every meeting, with quotes and more effective phrasing.
- Rates the opening, objection handling, closing technique and more
- Measures completeness and cross-selling
- Directly applicable after every meeting
Quote: “We can discuss that later.”
More effective: “Let us include that right away, then your family is protected from today.”
AI simulations
Training with (almost) real clients
AI avatars that react realistically and raise real objections. Based on the same advisory logic as the coaching from real conversations.
- Fully configurable AI clients
- Available around the clock, also on mobile
- All your advisors’ results visible in the dashboard
Thomas Wagner
AI training partner
Sceptical first-time client, newly married. Barely knows disability insurance, resists urgency.
Client
With the disability cover I am not sure whether €2,000 is enough.
Advisor
With your net income I would rather insure €2,500.
Client
Okay, then let us run the numbers.
Summary
6 points
Documentation
IDD compliant
Follow-ups
2 dates
Created in 12 seconds
Learn in 60 seconds how TODAY works
From conversation to summary, from coaching feedback to simulation. All in one platform.
Our process
Ready to use immediately, individually configurable.
TODAY works right away with standard templates. For organisations that want to map their own advisory logic, we calibrate TODAY accordingly.
- 1
Analysis call
One meeting. We analyse your current advisory approaches, scripts and training materials.
- 2
Calibration
TODAY helps you live your advisory logic. With your feedback we fine-tune the platform for you.
- 3
TODAY in daily advisory work
Install TODAY and get going. You receive feedback and automated documentation right away.
- 4
Results after 30 days
I see 10% more revenue and have 30% less admin after just one month with TODAY.
Christian Stach, VB Select
Integrations
TODAY works with your current tools
CRM, broker system or automation — TODAY syncs your data straight into the systems your team uses every day. No double entry, no system switch.
Competent telephony
TODAY’s AI telephony was built specifically for the industry. TODAY answers calls when you cannot, pre-qualifies, or takes callback requests and appointment wishes.
TODAY Voice
Always reachable, even when every advisor is in a meeting
TODAY’s AI telephony picks up when you cannot: takes callback requests, books appointments, records claims and pre-qualifies enquiries.
Available around the clock, 100% GDPR and AI Act compliant. For advisors without an assistant or teams that want to protect their focus time.
Call live nowWhat top advisors achieve with TODAY
“I see 10% more revenue and have 30% less admin after just 1 month with TODAY.”
Christian Stach
VB Select
+10%
revenue
−30%
admin
“The simulations take exactly the work off our mentors that used to cost the most time.”
Natalia Goncharova
Königswege · KW Universe
80h
saved per month
+23.5%
score improvement
“The coaching is really cool! TODAY lets me lead my team well, without any micro-management.”
Hava Misimi
Femance · Founder
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result to follow
Frequently asked questions
Yes. TODAY is built for financial and insurance advice: tied agencies, multi-level sales, brokerages or banks. From the individual advisor to organisations with hundreds of advisors. Over 3,500 advisors already work with TODAY. The advisory logic can be calibrated individually to your sales organisation.
TODAY documents, analyses and coaches: it transcribes conversations in the background and creates the IDD-compliant advisory documentation, syncs all relevant data points straight into your CRM or broker system, delivers concrete coaching feedback after every meeting and enables training with AI simulations. In addition, TODAY Voice AI telephony answers calls, books appointments and pre-qualifies enquiries.
Yes. TODAY works everywhere: in the agency, at the client’s, in video advice and via VoIP on the phone.
As a European AI company, TODAY was designed from the ground up to be AI Act and GDPR compliant. Please contact us to request our AI Act Use Case Assessment.
We onboard pilot customers in 90 minutes per team and 3 minutes per advisor.
TODAY works out of the box with standard templates right after sign-up. For larger teams we adapt it to your processes and advisory logic in a joint workshop on request — so you are ready within 3 days.
Get in touch with us so we understand how we can give you the best possible experience.
More revenue per advisor through individual AI coaching
4-week free trial with money-back guarantee