TODAY, a Copenhagen-based Vertical AI startup, has secured €1 million in a pre-Seed funding spherical to scale its product growth, develop its gross sales staff, and keep on observe to changing into the trusted AI accomplice for monetary advisors.
The spherical was led by Berlin-based SaaS fund Lucid Capital, with participation from a number of angel traders skilled in AI, InsurTech, and monetary companies, together with professionals from CLARK, Ascendia, Harvey, Meta, Thinksurance, and Covago.
“We ship peace of thoughts at scale by empowering advisors with cutting-edge AI,ˮ mentioned CEO Michael Gackstatter. “Whereas we make investments closely into our AI capabilities and staff, our edge is straightforward: Listening to and quickly iterating alongside the industryʼs most customer-obsessed advisors.ˮ
Based in 2024, TODAY develops AI instruments tailor-made particularly for monetary advisors. Its debut product, a wise AI assistant, goals to automate documentation and training workflows, drawing actionable insights from consumer conversations and finally serving to advisors concentrate on constructing human relationships reasonably than being slowed down in repetitive administrative duties.
In keeping with the corporate, advisors utilizing the assistant save as much as 5 hours per week, because of options like on the spot name summaries, documentation formatting tailor-made to advisor wants, and CRM enrichment based mostly on dialog context.
Gackstatter, CEO and Co-founder of TODAY, brings expertise from his time at German InsurTech unicorn CLARK, the place he helped develop the corporate from pitch deck to scale-up success. His work constructing advisory journeys at CLARK uncovered a constant bottleneck in advisor productiveness—a problem he now goals to unravel with TODAY’s AI-native answer.
TODAY’s product stands out for its concentrate on person expertise inside the advisory area. It integrates with widespread assembly platforms resembling Microsoft Groups, Zoom, Google Meet, and GotoMeeting, enabling seamless recording and transcription throughout consumer calls.
It additionally presents on the spot documentation options, making certain that each buyer scenario, job, and portfolio replace is captured in a safe, compliant method. The startup emphasises its alignment with the AI Act and GDPR laws and claims a quick onboarding course of—90 minutes per staff and simply 3 minutes per advisor.
Outstanding shoppers embrace Lieblings Makler, Käpsele, and Penzilla, who use TODAY to refine advisory high quality and enhance operational effectivity.
The software program’s teaching instruments ship session-level insights resembling speak ratios, cross-sell alternatives, and buyer response evaluation. By surfacing “golden nuggets” from conversations, TODAY goals to make advisors 30% more practical of their every day work.
“Teaching is a key worth driver for us. TODAY helps us getting 20x extra insights from buyer conversations and strengthens our suggestions tradition,” added Käpsele GmbH.
