Xaver provides an AI-native platform for financial services institutions to enhance omnichannel sales and advisory capabilities. This platform offers compliant AI agents for 24/7 customer interaction, personalized advice, and automation of administrative tasks for human advisors. The core value is significantly increasing sales efficiency and enabling the launch of white-labeled investment and pension products at scale.
Funding
$6.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
CVMPFounders
Product
Problem
Financial institutions often struggle to efficiently scale personalized financial advice and sales of investment products while maintaining compliance and security. Traditional methods are labor-intensive, costly, and may not provide the consistent, tailored experiences that customers expect.
Solution
Xaver provides a white-labeled, AI-driven platform that enables financial institutions to enhance sales efficiency and deliver personalized customer experiences at scale. The platform leverages AI agents to automate customer communication, build individual online funnels, and process sales transactions, all while ensuring compliance with data privacy and regulatory requirements. Xaver's AI models analyze customer data, regulatory requirements, and product information to provide tailored recommendations through both digital interfaces and AI co-pilots that assist sales agents. This approach allows financial institutions to offer 24/7 financial advisory services, improve customer engagement, and reduce operational costs.
Target Audience
Xaver primarily targets banks, insurers, and brokers seeking to enhance sales efficiency, improve customer engagement, and scale personalized financial advice while maintaining compliance.
Features
- White-labeled platform customizable to align with the financial institution's brand identity
- AI-powered financial advisor providing 24/7 advice and conversational sales capabilities
- AI co-pilots that assist sales teams by automating tasks and providing real-time support
- Personalized digital journeys that adapt to individual user needs and preferences
- Integration with existing enterprise systems for seamless deployment
- Compliant AI models that adhere to GDPR and other regulatory requirements
- Multi-model AI orchestration that combines commercial and open-source LLMs
- Data extraction capabilities for seamless gathering of customer information