TODAY

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TODAY is an AI Copilot for financial advisors. As a Notetaker, it supports advisors in video consultations with compliant notes, extracting data for CRM enrichment, and delivers tailored coaching insights. Advisors save up to 5h per week with TODAY's compliant notes, next-steps, and CRM updates. Purposely designed for financial advisors, TODAY excels with accurate transcripts and workflow automation to unlock face-time for advisors.