“Golden nuggets of insight” – Danish startup TODAY secures €1 million to help financial advisors save time and sell smarter

TODAY, a Copenhagen-based Upright AI start-up, has actually protected EUR1 million in a pre-Seed financing round to scale its item advancement, expand its sales group, and remain on track to coming to be the relied on AI companion for monetary experts.

The round was led by Berlin-based SaaS fund Lucid Resources, with engagement from a number of angel financiers experienced in AI, InsurTech, and monetary solutions, consisting of specialists from CLARK, Ascendia, Harvey, Meta, Thinksurance, and Covago.

“ We supply comfort at range by encouraging experts with advanced AI, ˮ claimed chief executive officer Michael Gackstatter “ While we spend greatly right into our AI abilities and group, our side is easy: Paying attention to and swiftly repeating along with the industryʼs most customer-obsessed experts. ˮ

Established In 2024, TODAY establishes AI devices customized especially for monetary experts. Its launching item, a clever AI aide, intends to automate documents and mentoring process, attracting workable understandings from customer discussions and eventually assisting experts concentrate on developing human partnerships as opposed to being slowed down in recurring management jobs.

According to the business, experts making use of the aide conserve as much as 5 hours a week, many thanks to functions like immediate telephone call recaps, documents format customized to expert requirements, and CRM enrichment based upon discussion context.

Gackstatter, Chief Executive Officer and Founder these days, brings experience from his time at German InsurTech unicorn CLARK, where he aided expand the business from pitch deck to scale-up success. His job structure consultatory trips at CLARK subjected a regular traffic jam in expert efficiency– a difficulty he currently intends to resolve with TODAY’s AI-native remedy.

TODAY’s item stands apart for its concentrate on customer experience within the consultatory domain name. It incorporates with preferred conference systems such as Microsoft Teams, Zoom, Google Meet, and GotoMeeting, making it possible for smooth recording and transcription throughout customer phone calls.

It additionally supplies immediate documents functions, making sure that every client scenario, job, and profile upgrade is recorded in a safe and secure, certified method. The start-up stresses its placement with the AI Act and GDPR policies and asserts a rapid onboarding procedure– 90 mins per group and simply 3 mins per expert.

Popular customers consist of Lieblings Makler, Käpsele, and Penzilla, that utilize TODAY to fine-tune consultatory top quality and boost functional performance.

The software application’s mentoring devices supply session-level understandings such as talk proportions, cross-sell possibilities, and client response evaluation. By appearing “ gold nuggets” from discussions, TODAY intends to make experts 30% even more efficient in their everyday job.

” Training is a crucial worth vehicle driver for us. TODAY aids us obtaining 20x much more understandings from client discussions and reinforces our responses society,” included Käpsele GmbH

The article “Golden nuggets of insight” – Danish startup TODAY secures €1 million to help financial advisors save time and sell smarter showed up initially on EU-Startups.