TODAY

usetoday.io operates in the financial advisory sector, providing an AI-driven copilot designed to enhance the efficiency of financial advisors. The platform focuses on making advisors 30% more effective by reducing the time spent on non-advisory tasks and increasing face time with clients. It achieves this by offering tailored coaching insights and hands-free advice, allowing advisors to focus on meaningful conversations about clients' goals, fears, and dreams. The business model revolves around leveraging AI advancements to scale quality advice, thereby helping advisors deliver better outcomes for their clients. The company primarily serves financial advisors looking to optimize their workflow and improve client interactions. By integrating AI into the advisory process, usetoday.io aims to transform traditional advisory methods into more dynamic and personalized experiences. The platform supports various scripts, playbooks, and guidelines, ensuring compliance with industry standards such as GDPR. Key benefits include cost savings from improved onboarding processes and revenue uplift from enhanced coaching insights. Keywords: AI, financial advisors, efficiency, tailored insights, hands-free advice, client interaction, compliance, coaching, workflow optimization, advisory sector.