TODAY is an AI-powered coaching and documentation platform for financial and insurance advisors. It automatically transcribes and documents client conversations, provides performance coaching against a company's advisory logic, and offers realistic AI simulations for training. The platform syncs 30+ data points per conversation to CRM systems and reduces admin time by 30 minutes per meeting.
Funding
Funding not disclosed
Founders
Product
Problem
Financial and insurance advisory teams face stagnant revenue growth despite expanding headcount, largely because new advisors lack efficient training, existing advisors receive infrequent and subjective feedback, and manual documentation consumes significant time after every client conversation. Traditional role-play training fades quickly, and feedback often arrives weeks later based on gut feeling rather than objective data.
Solution
TODAY is an AI platform that documents, analyzes, and coaches advisors across their entire workflow. It automatically transcribes and summarizes client conversations, generating IDD-compliant documentation without requiring recording consent through privacy-friendly streaming technology. The platform extracts relevant data points from each conversation and syncs them to CRM and broker systems, while performance coaching provides actionable feedback after every meeting with quotes and improved phrasing suggestions. AI simulations with realistic avatars let advisors practice difficult conversations anytime, with objective scoring and tips delivered immediately after each session.
Target Audience
Primary customers are financial and insurance advisory firms in the DACH market, including sales organizations, brokerages, and insurance companies that need to onboard new advisors faster, improve conversation quality, and scale consistent coaching across their teams.
Features
- Automatic call transcription and summarization with recognition of technical terms, tariffs, and insurer names, producing IDD-compliant documentation without recording consent
- CRM and broker system synchronization that extracts 30+ data points per conversation, including calculation data and personal details
- Performance coaching scorecards that rate opening, objection handling, closing technique, completeness, and cross-selling with specific quotes and improved phrasing
- AI customer simulations with configurable profiles based on DISC model (Dominant, Influential, Steady, Conscientious), including age, voice, risk tolerance, and objections
- Remix feature that converts real customer conversations into new training simulations with matching AI customer profiles and objections in one click
- Scorecard consistency across both simulations and real conversations, ensuring training and coaching use the same evaluation criteria
- Training sessions automatically count as IDD continuing education credits under § 34d GewO