TODAY Desktop App for Mac

TODAY Desktop App by TODAY is an AI-powered smart notepad for financial advisors and insurance professionals, built as a real-time meeting companion. It transcribes consultations, generates instant summaries, and surfaces coaching prompts during calls to reduce time spent on after-meeting documentation. The app supports industry terminology recognition and integrates with common conferencing platforms, targeting client-facing advisors who need faster post-meeting follow-up and clearer consultation records.

What tasks can you actually use it for?

The app emphasizes live consulting support rather than offline editing. Real-time coaching offers situational prompts during conversations, and embedded cross-selling signals highlight potential product opportunities. Performance analytics track advisor behavior and capture structured action items and next-step recommendations so advisors can review and assign tasks immediately. The workflow reflects a hybrid human-AI approach intended to augment advisory decisions during client interactions.

How accurate are the outputs compared to doing it manually?

The underlying models are trained on financial and insurance conversation data, so generated language aligns with sector terminology and advisor phrasing. Reported operational metrics cite roughly thirty percent efficiency gains and ten percent revenue growth for adopters, and the product is used by more than three thousand advisors and several major insurance groups. Those adoption and outcome figures indicate the outputs are practical for day-to-day advisory workflows, with oversight expected for final records.

What meeting platforms and inputs does it accept?

The desktop client runs on Mac with a dedicated Apple Silicon build and is also available for Windows. It connects to conferencing services including Microsoft Teams, Zoom, Google Meet, Cisco Webex and various VoIP providers by processing live audio streams from those sessions. Because it ingests live streams it avoids extra capture hardware or manual file uploads, fitting into existing meeting setups without adding separate recording steps.

Does it protect client privacy and comply with regulations?

Privacy is central to the design: the app uses a streaming architecture that processes audio in real time and does not retain persistent audio files, which simplifies client consent and recording rules. The developer positions the product for EU regulatory contexts and advertises alignment with GDPR and the EU AI Act. Firms should still confirm how derived notes and metadata are stored inside their chosen systems.

A practical, sector-focused choice oriented to live consultations

Built by TODAY, a Danish fintech founded in 2024, and trained on more than 100,000 advisory conversations, the app is a practical option for client-facing finance teams that want meeting-derived outputs tuned to advisory language. Its focus on live capture means organizations that rely mainly on asynchronous uploads should plan workflow changes; consider piloting with a small advisory team first.