Xaver Increase your Sales efficiency by up to 65% by utilizing AI

What is Xaver?

Xaver delivers a specialized white-labeled platform designed for Banks, Insurers, and Distributors. It leverages scalable Agentic AI to empower sales teams and brokers, significantly boosting operational efficiency and enabling the delivery of highly personalized customer experiences. The platform operates as an AI-native omnichannel sales solution, ensuring adherence to enterprise-level security protocols and regulatory compliance requirements within the financial services sector.

At its core, the platform utilizes Xaver.Nova, a proprietary AI orchestration model that combines leading commercial and open-source LLMs with explainable AI principles. These models are fine-tuned specifically for financial product advice and sales scenarios. Trained AI agents assist both customers and sales personnel, automating tasks like customer communication, generating individualized online funnels, processing transactions, and maintaining compliance. This approach moves beyond simple information retrieval, focusing on end-to-end task execution and seamless integration into existing enterprise systems for enhanced productivity and strategic advantage.

Features

AI-Native Omnichannel Sales Platform: Provides a unified platform for sales across various channels, powered by AI.
White-Labeled Solution: Customizable platform aligning with the brand identity of banks, insurers, and distributors.
Agentic AI Co-pilots: AI assistants designed to support sales teams, automate tasks, and enhance efficiency.
AI Financial Advisor: Offers 24/7 conversational AI advice and sales support for savings and insurance products via chat and voice.
Hyperpersonalized Customer Journeys: Generates tailored online experiences adapting to individual user needs and data.
Xaver.Nova AI Orchestration: Proprietary system managing multiple AI models (LLMs, NLP, ML) fine-tuned for financial services and compliance.
Enterprise-Level Security & Compliance: Built with security-by-design principles, ensuring data privacy and regulatory adherence (e.g., GDPR).
Customer Activation & Financial Transparency: Tools to provide customers with quick insights into their financial situation.
Omnichannel Excellence: Ensures seamless transitions between digital interactions and personal consultations.

Use Cases

Enhancing sales efficiency for banks and insurance companies.
Providing personalized financial advice to customers 24/7.
Automating financial planning and savings journeys.
Supporting financial advisors with AI co-pilots.
Offering white-labeled financial product platforms.
Improving customer onboarding and activation in financial services.
Ensuring compliant AI deployment in the financial sector.

FAQs

What is Xaver?

Xaver enables Financial Institutions to close Europe’s pension gap. By offering an advanced AI-driven B2B platform for sales of investment and life insurance products, Xaver enhances the operational and sales efficiency of banks, insurers, and brokers by up to 65% and introduces a new era of white-labeled private pension products.
How does the white-label option work?

The Xaver platform can be fully customized to your branding and requirements. Only a few things are required, such as a color code and existing logos. To integrate your products into Xaver.nova, we need, for example, product data sheets and existing terms and conditions.
Which AI model powers your solution and how does it work?

Xaver utilizes advanced AI technologies specifically designed for the financial industry. Our model integrates Natural Language Processing (NLP) and Machine Learning to enable precise and personalized advice. It analyzes extensive customer data, regulatory requirements, and product information to deliver tailored recommendations in real-time. Acting as a "digital twin" of the customer, our AI supports advisors through intelligent co-pilots during consultations and hyper-personalized digital interfaces. This significantly enhances the efficiency and accuracy of sales and advisory processes.
Why should I choose Xaver?

Xaver revolutionizes the distribution of life insurance and private pension plans with an AI-powered platform that boosts efficiency by up to 65%. It offers innovative, GDPR-compliant AI tailored for finance, significant efficiency gains freeing up advisor time, white-label product options like PEPP, and is backed by an experienced team focused on closing Europe’s pension gap and ensuring sustainable business success.