Copenhagen-based TODAY, a Vertical AI business raises €1M to enhance its AI sales assistant solution for financial advisers

Copenhagen-based TODAY, a Vertical AI business, has raised €1 million in a pre-seed round to grow its team and enhance its AI sales assistant solution for financial advisers.

Several angel investors with backgrounds in AI, InsurTech, and financial services, including experts from CLARK, Ascendia, Harvey, Meta, Thinksurance, and Covago, participated in the round, which Berlin-based SaaS fund Lucid Capital led.

CEO Michael Gackstatter stated:

“We empower advisors with state-of-the-art AI to deliver peace of mind at scale. Even though we make significant investments in our AI team and capabilities, our competitive advantage is straightforward: We listen to and quickly iterate alongside the most customer-focused advisors in the industry.”

Established in 2024, TODAY creates AI solutions especially for financial advisors. Its first offering, a clever AI assistant, intends to streamline coaching and documentation processes, extract useful information from client discussions, and free advisers from tedious administrative duties so they can concentrate on fostering human connections.

The company claims that, because of capabilities including immediate call summaries, advisor-specific documentation formatting, and CRM enrichment based on conversation context, advisors who use the assistant save up to five hours per week.

The CEO and co-founder of TODAY, Gackstatter, offers expertise from his stint at CLARK, a German InsurTech unicorn, where he successfully scaled the business from pitch deck to success. His work at CLARK developing advisory journeys revealed a persistent advisor productivity bottleneck, which he now hopes to address with TODAY’s AI-native solution.

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The TODAY product is notable for emphasizing the user experience in the advising field. It integrates with well-known meeting platforms, including Google Meet, Zoom, Microsoft Teams, and GotoMeeting, to provide smooth recording and transcription of customer calls.

Additionally, it provides quick documentation features, guaranteeing that every work, customer scenario, and portfolio update is recorded safely and legally. In addition to claiming a quick onboarding procedure (90 minutes per team and only 3 minutes each adviser), the business highlights its compliance with the AI Act and GDPR standards.

Lieblings Makler, Käpsele, and Penzilla are notable clients who use TODAY to improve the quality of their advice and boost operational effectiveness.

The coaching elements in the software include session-level insights, including client reaction analysis, talk ratios, and cross-sell chances. By highlighting golden nuggets from discussions, TODAY hopes to increase advisers’ productivity by 30% daily.

Käpsele GmbH noted: “For us, coaching is a major source of value. TODAY helps us get 20x more insights from customer conversations and strengthens our feedback culture.”

Image Credit: TODAY