TodayMillion has earned $ 1 million in the pre-bees fund to stay on the track on a Copenhagen-based vertical AI startup, to scale its product development, and to be a trusted AI partner for financial advisers.
This round was run by the Berlin -based Sass Fund Lucid Capital, including Clark, Asandia, Harvey, Meta, Thinks and Kbado’s professionals with the participation of several Angel investors experienced in AI, Insuretch and financial services.
“We provide peace of mind through the empowerment of consultants with Cutting-Ez AI,ˮ CEO said Michael GacstatorThe “Although we invest in our AI power and a lot of teams, our edge is simple: most customers in the industry have heard and repeated quickly.ˮ
Established in 2024, today is a specially created AI equipment for financial advisers. Its first product, a smart AI assistant, documentation and coaching workflies to automate, draw effective insights from client conversation and to concentrate on building human relationships instead of shaking in repeated administrative functions of consultants.
According to the agency, assistant users save up to five hours a week, thanks to instant call summons, advice requirements as the Documentation Format and the context of the conversation.
Gacstator, CEO and Today Co-Founder, German Insuretch Unicorn Clarke has come up with his experience since his time, where he helped the scale-up to increase the scale-up from the pitch deck. His work building advisory journeys in Clark have revealed a consistent barrier to the productivity of the adviser — it is now a challenge that he has now aims to resolve with today’s i-Native solution.
Today’s product stands to concentrate on the user experience in the advisor domain. It is integrated with popular meetings such as Microsoft team, zoom, Google Meat and Gotometing, enable client calls to recover non -existent recording and transcript.
It also provides instant documentation features, it ensures that each customer situation, task and portfolio update have been captured in a secure, loyal way. Startup emphasizes its alignment with the AI Act and GDPR Rules and claims a quick -boarding process – 90 minutes per team and only 3 minutes per advisor.
Prominent clients include Libolings Makler, Capsel and Penjilla, who today use to refine consultative quality and enhance operational skills.
The coaching equipment of the software provides session-level insights such as talk ratio, cross-selling opportunities and customer response analysis. By surfacing ”Golden Nugets“From the conversation, today’s goal is to make consultants 30% more effective in their daily work.
“Coaching is a key price driver for us. Today our customer conversation helps to get 20x more insights and strengthens our response culture“Added Käsele gmbhThe
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