Xaver

Businesses get an AI platform that boosts sales efficiency by up to 65%. It offers customers instant, personalized financial advice 24/7 across multiple channels. The platform also assists human advisors by automating tasks and ensuring all advice adheres to strict financial regulations.

Xaver uses advanced AI to understand customer needs and provide accurate, personalized recommendations in real-time. It acts as a "digital twin" of the customer, analyzing data and regulations. The system supports human advisors with AI co-pilots and offers always-on digital advisors for compliant and secure financial planning.

Engages customers seamlessly across various channels like phone, WhatsApp, and email with tailored activation journeys.

Utilizes a production-ready AI avatar to provide advice to end-customers and support the salesforce.

Ensures smooth handovers from digital interactions to personal consultations, providing advisors with summarized, relevant information.

Built with a security-by-design principle, ensuring full adherence to financial data privacy and regulatory requirements.

The platform is easily adaptable to specific internal and external regulatory compliance needs.

Proprietary AI model orchestrator guaranteeing secure, reliable, and compliant operations across all use cases.

Ensures all integrated AI models and data handling processes are fully compliant with GDPR standards.

Combines commercial and open-source LLMs with explainable AI, specifically fine-tuned for financial advice and sales.

Offers a flexible Connect Layer with over 500 ready-to-use integrations for seamless embedding into existing systems.

Allows full customization of the platform with client branding and integration of their specific financial products.

Enables end-to-end task execution by automating communication, sales processing, and ensuring compliance.

Human financial advisors are often bogged down by administrative tasks and need support to deliver highly personalized advice efficiently. Xaver's AI co-pilot assists human advisors by automating admin, documentation, and scheduling, while providing real-time insights and compliant product recommendations, allowing them to focus on meaningful client interactions and achieve 30-50% efficiency gains.

Financial institutions struggle with the time and cost associated with developing and distributing modern, compliant pension and investment products. Xaver offers a white-label, AI-native platform that includes asset management infrastructure and a compliant orchestration layer, enabling banks and insurers to launch superior low-cost pension and investment products in weeks, not months.

Deploying AI in the highly regulated financial sector requires strict adherence to compliance and data privacy standards. Xaver's platform is purpose-built with a security-by-design principle, offering an enterprise-level compliance and governance layer that integrates seamlessly with existing systems, ensuring all AI-driven sales and advisory operations meet regulatory requirements like GDPR and IDD.