UseToday
AI sales copilot and operating system for financial advisors in insurance, banking, and pension
Overview
UseToday, trading as TODAY, is an AI-powered sales copilot platform for financial advisors operating in the insurance, banking, and pension sectors. The platform serves advisory teams within banks and insurance companies across Denmark, Germany, Sweden, and Norway, with approximately 3,000 advisors using the system.
TODAY automates documentation and administrative tasks that typically consume advisor time -- including real-time note-taking during client consultations, CRM data entry, and follow-up tracking. The platform integrates with common communication tools such as Microsoft Teams, Zoom, and Google Meet, as well as CRMs including Pipedrive and Zoho and broker management systems such as Ameise. It is built as a cloud-based SaaS solution and is fully compliant with the EU AI Act and GDPR.
In May 2025, UseToday raised EUR 1M in a pre-seed round led by Lucid Capital, a Berlin-based AI SaaS venture fund, with additional support from angel investors in the insurtech, AI, and insurance industries. The company targets small to mid-sized advisory teams seeking to reduce documentation burden and improve client relationship quality.
Products & Services
Perfect Memory
Automated note-taking during customer consultations using natural language processing trained on financial and insurance terminology. Captures client situations, product portfolios, and discussion details in real time.
Key Features
- Real-time transcription and documentation during calls
- Domain-specific NLP for financial and insurance terminology
- Automatic extraction of customer situation details and product information
Target Users: Financial advisors in insurance and banking
Lightning-fast Documentation
Automatic CRM enrichment and consultation record creation immediately after client calls.
Key Features
- Saves approximately 15 minutes per call in manual documentation time
- Populates CRM fields with full customer situation and product data
- Flags follow-up tasks and next steps automatically
Target Users: Financial advisory teams using CRM systems
Coaching Analytics
Conversation analysis tools providing performance insights and advisor coaching based on recorded advisory interactions.
Key Features
- Talk speed metrics and cross-selling tracking
- Personalized coaching based on advisor playbooks and scripts
- Team-level methodology improvement through conversation data
Target Users: Advisory team managers and individual advisors
Highlights Detection
AI-powered extraction of key moments from client conversations.
Key Features
- Identifies decisions, purchases, and objections from long consultations
- Processes a 90-minute call in approximately 90 seconds
- Enables advisors to review and learn from critical interaction points
Target Users: Financial advisors reviewing past client consultations
At a Glance
- Founded
- 2024
- Headquarters
- Copenhagen, Denmark
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Customer Engagement
- Subcategories
- Sales Automation AI Copilot Conversation Intelligence
- Insurance Verticals
- Life & Annuity Group Benefits
- Target Customers
- Carriers, Brokers, Agents/Agencies
Customers
- Kapsele GmbH (German insurance broker)
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Last updated: 2026-05-18