Company

EN

Company

EN

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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Phonecall

In-person visit

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Phonecall

In-person visit

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Phonecall

In-person visit

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Phonecall

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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

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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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.

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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.

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GENERAL

TECHNICAL

SECURITY & COMPLIENCE