Description
Xaver provides a comprehensive AI-native sales and product platform designed to empower banks, insurers, and distributors in the financial services sector. The platform focuses on increasing sales efficiency and streamlining the launch and servicing of pension and investment products. By leveraging AI, Xaver transforms every advisor into a high-performing professional, capable of delivering hyper-personalized advice at scale.
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The core of Xaver's offering is its AI agent technology, which acts as a digital twin for customers, enabling 24/7 personalized financial advice across various channels including voice, chat, mobile, and web. This AI-driven approach supports both end-customers with instant advice and human advisors with an AI co-pilot that automates administrative tasks, documentation, and scheduling, allowing them to focus on client relationships. The platform is built with a security-by-design principle, ensuring full compliance with data privacy and regulatory requirements, making it purpose-built for the financial services industry.
Xaver's capabilities extend to product development and distribution. It offers a white-label product factory that allows for fast time-to-market, with products live in 4–6 weeks. The platform also facilitates seamless integration into digital and hybrid distribution journeys, supporting conversion-strong sales journeys and end-to-end closing processes. For the German market, Xaver specifically addresses the pension reform, helping institutions navigate the shift with its operating system, conversion-strong sales journeys, and a product factory for new offerings like the Altersvorsorgedepot (AVD) and the Frühstart-Rente (FSR).
The value proposition of Xaver is centered on significant efficiency gains, with up to 65% improvement in sales efficiency for customer activation and up to 30-50% for personal advice supported by AI assistants. It also enables the delivery of superior, low-cost pension products through its BaFin-licensed asset management. Xaver aims to close Europe's pension gap by providing an advanced AI-driven platform that enhances operational and sales efficiency, ushering in a new era of white-labeled private pension products.
- CategoryAI Sales Assistants
- Pricing ModelContact sales
- DeploymentCloud
- PlatformsWeb
Xaver's Core Features
AI-native sales and product platform for financial services
AI-enabled sales and product platform for life insurance and pensions
Transforms advisors into top performers
Boosts sales efficiency by up to 65%
Tailored and compliant for financial services companies
AI agent for personalized pension advice
24/7 digital financial advisors across multiple channels
AI assistant for human advisors to automate admin tasks
White-label AI-native sales tools
Compliant orchestration layer for AI-generated consumer journeys
State-of-the-art Asset Manager with institutional-grade frameworks
Regulation-ready product infrastructure for AVD, Frühstart-Rente, and private pensions
Fast time-to-market for white-label products (4–6 weeks)
Seamless integration into digital and hybrid distribution journeys
Omnichannel customer activation across phone, WhatsApp, and email
How to use Xaver?
Configure: Set up your branding and integrate product data sheets and terms and conditions.
Deploy AI Agents: Implement AI agents for customer interaction and advisor support.
Activate Customers: Engage customers seamlessly across channels with tailored journeys.
Deliver Advice: Provide hyper-personalized financial advice 24/7.
Automate Tasks: Utilize AI assistants to handle routine administrative duties.
Launch Products: Introduce new white-label pension and investment products quickly.
Optimize Journeys: Continuously refine sales and advisory processes for efficiency.
Xaver's Use Cases
- Sales Efficiency Boost
- Product Launch Acceleration
- Personalized Financial Advice
- Advisor Support Automation
- Pension Reform Compliance
- Omnichannel Customer Engagement
- Hybrid Distribution Enablement
- Asset Management Services
