Increase your Sales efficiency by up to 65% by utilizing AI
Increase your Sales efficiency by up to 65% by utilizing AI
Increase your Sales efficiency by up to 65% by utilizing AI
Xaver offers a white-labeled platform for Banks, Insurers and Distributors empowering sales teams and brokers with scalable Agentic AI — boosting efficiency and delivering personalized customer experiences, while ensuring enterprise-level security and compliance.
Xaver offers a white-labeled platform for Banks, Insurers and Distributors empowering sales teams and brokers with scalable Agentic AI — boosting efficiency and delivering personalized customer experiences, while ensuring enterprise-level security and compliance.
Xaver offers a white-labeled platform for Banks, Insurers and Distributors empowering sales teams and brokers with scalable Agentic AI — boosting efficiency and delivering personalized customer experiences, while ensuring enterprise-level security and compliance.
Xaver's team brings deep experience
from renowned companies:
AI-native Sales platform
AI-native Sales platform
AI-native Sales platform
AI-native Sales platform
Efficiency and hyper-personalization at scale through compliant AI.
Efficiency and hyper-personalization at scale through compliant AI.
Personalized GenAI customer journeys & a financial analysis within minutes
A compliant AI financial advisor for conversational sales 24/7 across all channels
Highly efficient, personal financial advisors leveled up by our AI Co-pilots
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Tu
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Sa
5
Video consultation
Phonecall
In-person visit
Su
30
Mo
31
Tu
1
We
2
Th
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Fr
4
Sa
5
Video consultation
Phonecall
In-person visit
Su
30
Mo
31
Tu
1
We
2
Th
3
Fr
4
Sa
5
Video consultation
Phonecall
In-person visit
Su
30
Mo
31
Tu
1
We
2
Th
3
Fr
4
Sa
5
Video consultation
Phonecall
In-person visit
AI-Assistant
AI-Assistant
Xaver provides a seamless omnichannel financial planning and saving journey
Xaver provides a seamless omnichannel financial planning and saving journey
Xaver provides a seamless omnichannel financial planning and saving journey
Xaver transforms the entire financial planning and saving journey, delivering smarter, more personalized solutions that empower your customers to achieve their financial goals with confidence.
Xaver transforms the entire financial planning and saving journey, delivering smarter, more personalized solutions that empower your customers to achieve their financial goals with confidence.
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
for client meetings
Most Efficient Personal advice
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
CUSTOMER ACTIVATION
Customers get full transparency on their financial situation within 3 minutes.
Key Trigger
For consultation
AI FINANCIAL ADVISOR
An AI financial advisor providing 24/7 advice and conversational sales of savings and insurance products
~up to 65%
Efficiency gain
MOST EFFICIENT PERSONAL ADVICE
A team of agentic AI co-pilots built to level up your sales teams and free up more time for valuable conversations with customers
~30-50%
Efficiency gain
Superior low-cost pension products
Cost-efficient pension products “as-a-service” via Xaver Asset Management, fully white-labeled
~55% less
Annual costs
Omnichannel Excellence
Seamless handover from digital journey to personal consultation with relevant information summarized for the advisor.
Best preparation
For client meetings
Stop experimenting with AI. Start benefiting from AI at scale.
Stop experimenting with AI. Start benefiting from AI at scale.
Scalable AI Orchestration
Focus on the vertical optimization and orchestration
Focus on the vertical optimization and orchestration
We combine the best commercial and open-source LLMs available with explainable AI, fine-tune and train those to become the ideal models for financial product advice and sales. An overarching AI orchestration model, multi model & multi modal, providing trained AI agents for both customers and sales agents. It is specifically trained for financial services use cases and compliance. Xaver.nova enhances operational workflows, handles routine tasks, provides real-time advice, and upholds regulatory standards.
We combine the best commercial and open-source LLMs available with explainable AI, fine-tune and train those to become the ideal models for financial product advice and sales. An overarching AI orchestration model, multi model & multi modal, providing trained AI agents for both customers and sales agents. It is specifically trained for financial services use cases and compliance. Xaver.nova enhances operational workflows, handles routine tasks, provides real-time advice, and upholds regulatory standards.
10+ LLM Models
Agentic AI built for financial services: AI utilization at scale - way beyond a simple, secure ChatGPT
Agentic AI built for financial services: AI utilization at scale - way beyond a simple, secure ChatGPT
Agentic AI built for financial services: AI utilization at scale - way beyond a simple, secure ChatGPT
Agentic AI built for financial services: AI utilization at scale - way beyond a simple, secure ChatGPT
Instead of just chatting back and forth with a ChatGPT-like interface for information retrieval, Xaver’s AI platform is designed for end-to-end task execution at scale. Our AI agents don’t just inform; they act. Whether it’s automating customer communication, building individual online funnels for each customer, processing sales transactions, or ensuring compliance, Xaver’s AI agents are trained to execute tasks autonomously, significantly boosting operational efficiency and reducing costs - with the possibility to fully embed those in existing processes and tools for maximum convenience to use.
Enterprise-level compliance and security
Enterprise-level compliance and security
Enterprise-level compliance and security
Enterprise-level compliance and security
Xaver is purpose-built for the financial services industry. The Xaver platform and Xaver. Nova have been developed with a security-by-design principle, ensuring full compliance with data privacy and regulatory requirements and easily adaptable to your personal regulatory compliance framework/needs. Xaver.nova is our proprietary AI model orchestrator that guarantees secure, reliable, and compliant operations across all use cases. Our platform is fully integrated with existing enterprise systems, ensuring seamless deployment without compromising on security, real-time advice, and upholds regulatory standards.
Xaver is purpose-built for the financial services industry. The Xaver platform and Xaver. Nova have been developed with a security-by-design principle, ensuring full compliance with data privacy and regulatory requirements and easily adaptable to your personal regulatory compliance framework/needs. Xaver.nova is our proprietary AI model orchestrator that guarantees secure, reliable, and compliant operations across all use cases. Our platform is fully integrated with existing enterprise systems, ensuring seamless deployment without compromising on security, real-time advice, and upholds regulatory standards.
AI to build your competitive advantage
AI to build your competitive advantage
Backed by a leadership team of industry veterans and leading VC funds, Xaver is not just another AI provider. We are a strategic partner for financial institutions looking to modernize their operations and prepare for the future. Xaver’s AI agents are trained specifically for financial services, providing a tailored, compliant, and scalable solution that transforms the way you do business.
Backed by a leadership team of industry veterans and leading VC funds, Xaver is not just another AI provider. We are a strategic partner for financial institutions looking to modernize their operations and prepare for the future. Xaver’s AI agents are trained specifically for financial services, providing a tailored, compliant, and scalable solution that transforms the way you do business.
Backed by a leadership team of industry veterans and leading VC funds, Xaver is not just another AI provider. We are a strategic partner for financial institutions looking to modernize their operations and prepare for the future. Xaver’s AI agents are trained specifically for financial services, providing a tailored, compliant, and scalable solution that transforms the way you do business.
Xaver.Nova
Xaver.Nova
AI advisor for customers
AI advisor for customers
Digital financial advisor for customers with conversational sales ability through chat and voice interaction.
Digital financial advisor for customers with conversational sales ability through chat and voice interaction.
AI Co-Pilots and tools
AI Co-Pilots and tools
Optimized triggers that drive faster, well-informed financial decisions with maximum efficiency.
Optimized triggers that drive faster, well-informed financial decisions with maximum efficiency.
AI generated journeys
AI generated journeys
Hyperpersonalized AI generated online journeys.
Hyperpersonalized AI generated online journeys.
Data extraction
Data extraction
Reading relevant customer and product information.
Reading relevant customer and product information.
AI financial analysis and consulting
AI financial analysis and consulting
Data collection, analysis, and consulting, available real time and instantly for end customers.
Data collection, analysis, and consulting, available real time and instantly for end customers.
Fully personalized
Fully personalized
Fully personalized
Fully personalized
Xaver's AI and product platform offers highly personalised digital journeys that adapt to the individual user.
Tailored content that resonates personally with each user
Tailored content that resonates personally with each user
Tailored content that resonates personally with each user
Tailored content that resonates personally with each user
Available in over 50 languages to cater to a global audience
Available in over 50 languages to cater to a global audience
Available in over 50 languages to cater to a global audience
Available in over 50 languages to cater to a global audience
Flexibility to modify content to meet specific user needs
Flexibility to modify content to meet specific user needs
Flexibility to modify content to meet specific user needs
Flexibility to modify content to meet specific user needs
Jack, 62
Steffi, 28
Jack, 62
Steffi, 28
SparBank
Private Altersvorsorge
Jane, 27
“I feel so relaxed knowing that my future is secure”
€121,680 or €374 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Hi Steffie,
start improving your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
SparBank
Private Altersvorsorge
Paul, 59
“Money should never be the reason to limit your options”
€467,680 or €982 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Welcome Mr Williams,
review and improve your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
Jack, 62
Steffi, 28
SparBank
Private Altersvorsorge
Jane, 27
“I feel so relaxed knowing that my future is secure”
€121,680 or €374 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Hi Steffie,
start improving your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
SparBank
Private Altersvorsorge
Paul, 59
“Money should never be the reason to limit your options”
€467,680 or €982 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Welcome Mr Williams,
review and improve your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
Jack, 62
Steffi, 28
SparBank
Private Altersvorsorge
Jane, 27
“I feel so relaxed knowing that my future is secure”
€121,680 or €374 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Hi Steffie,
start improving your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
SparBank
Private Altersvorsorge
Paul, 59
“Money should never be the reason to limit your options”
€467,680 or €982 /month
Additional pension
Your data is kept confidential
and securely encrypted.
Welcome Mr Williams,
review and improve your pension
in just 3 minutes.
Transparency on your pension situation
Personal advisor available anytime
Only 3 questions
Configure now
Logged in with bank account
Your information is pre-filled
Jack, 62
Steffi, 28
Omnichannel experience
Omnichannel experience
The customer will be optimally prepared for a subsequent personalised consultation, which can be carried out more efficiently.
Customers are fully onboarded digitally
Every interaction is recorded
Agents are automatically equipped for consultations
Fully white-labeled
Fully white-labeled
Experience the power of Xaver’s white-labeled platform, designed to completely blend with your brand, offering a seamless extension of your own digital ecosystem.
The platform is customized to align with your brand identity
Provide a uniform experience across all digital touchpoints
Adapt functionalities to meet customer expectations
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Subscribe to our newsletter!
Subscribe to our newsletter!
Subscribe to our newsletter!
Maximise your team's sales capabilities by harnessing the power of Xaver's AI assistant.
Maximise your team's sales capabilities by harnessing the power of Xaver's AI assistant.
Have questions?
Find the answers to frequently asked questions here.
Xaver insights
Keep up with the latest trends and insights.
Individual financial and pension transparency in minutes
Individual financial and pension transparency in minutes
Individual financial and pension transparency in minutes
Gathering personal information in the most seamless way
Basic
Luxury
Basic
A basic pension plan ensuring you have
enough to cover bills and essentials.
Basic
Luxury
Basic
A basic pension plan ensuring you have
enough to cover bills and essentials.
Basic
Luxury
Basic
A basic pension plan ensuring you have
enough to cover bills and essentials.
Basic
Luxury
Basic
A basic pension plan ensuring you have enough to cover bills and essentials.
Common questions
Discover responses to common asked questions about our product and services.
Need more assistance?
GENERAL
TECHNICAL
SECURITY & COMPLIENCE