Xaver

About Xaver

Xaver provides a white-labeled AI-driven platform for financial institutions that enhances sales efficiency by up to 65% through personalized digital funnels and 24/7 AI financial advisory services. The platform addresses the need for scalable, compliant solutions in the financial services sector, enabling banks, insurers, and brokers to deliver tailored customer experiences while ensuring regulatory adherence.

```xml <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. </problem> <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. </solution> <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 </features> <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. </target_audience> <revenue_model> Xaver offers its platform under a B2B model. </revenue_model> ```

What does Xaver do?

Xaver provides a white-labeled AI-driven platform for financial institutions that enhances sales efficiency by up to 65% through personalized digital funnels and 24/7 AI financial advisory services. The platform addresses the need for scalable, compliant solutions in the financial services sector, enabling banks, insurers, and brokers to deliver tailored customer experiences while ensuring regulatory adherence.

Where is Xaver located?

Xaver is based in Köln, Germany.

When was Xaver founded?

Xaver was founded in 2023.

How much funding has Xaver raised?

Xaver has raised 6100000.

Location
Köln, Germany
Founded
2023
Funding
6100000
Employees
28 employees
Major Investors
Cavalry Ventures, Motive Partners
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Xaver

Score: 100/100
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Executive Summary

Xaver provides a white-labeled AI-driven platform for financial institutions that enhances sales efficiency by up to 65% through personalized digital funnels and 24/7 AI financial advisory services. The platform addresses the need for scalable, compliant solutions in the financial services sector, enabling banks, insurers, and brokers to deliver tailored customer experiences while ensuring regulatory adherence.

xaver.com3K+
cb
Crunchbase
Founded 2023Köln, Germany

Funding

$

Estimated Funding

$6.1M+

Major Investors

Cavalry Ventures, Motive Partners

Team (25+)

No team information available. Click "Fetch founders" to run a focused founder search.

Company Description

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.

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

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.

Revenue Model

Xaver offers its platform under a B2B model.