Use-cases powered by Xaver One and Xaver Asset Management
Use-cases powered by Xaver One and Xaver Asset Management
Use-cases powered by Xaver One and Xaver Asset Management
Use-cases powered by Xaver One and Xaver Asset Management
Experience how banks, insurers, brokers and consumer brands solve real-world growth and efficiency gaps. Each flow launched in weeks, fully compliant and driven by our AI-native platform.
Experience how banks, insurers, brokers and consumer brands solve real-world growth and efficiency gaps. Each flow launched in weeks, fully compliant and driven by our AI-native platform.
Experience how banks, insurers, brokers and consumer brands solve real-world growth and efficiency gaps. Each flow launched in weeks, fully compliant and driven by our AI-native platform.
Insurer Use Case
Insurer Use Case
End-to-end digital pension
journey
End-to-end digital pension
journey
End-to-end digital pension
journey
Insurers struggle with offline-heavy pension sales, fragmented user journeys, and low digital conversion. Xaver enables insurers to offer a compliant, hyper-personalised omnichannel experience, making pensions seamlessly purchasable online and advisor-ready.
Insurers struggle with offline-heavy pension sales, fragmented user journeys, and low digital conversion. Xaver enables insurers to offer a compliant, hyper-personalised omnichannel experience, making pensions seamlessly purchasable online and advisor-ready.
Insurers struggle with offline-heavy pension sales, fragmented user journeys, and low digital conversion. Xaver enables insurers to offer a compliant, hyper-personalised omnichannel experience, making pensions seamlessly purchasable online and advisor-ready.
What Xaver Delivers
What Xaver Delivers
Digital pension journey with compliant AI advisor and seamless advisor handover
Digital pension journey with compliant AI advisor and seamless advisor handover
Digital pension journey with compliant AI advisor and seamless advisor handover
Fully online product closing, integrated with scheduling and documentation
Fully online product closing, integrated with scheduling and documentation
Fully online product closing, integrated with scheduling and documentation
Outcomes
Outcomes
3x increase in online-only conversions
3x increase in online-only conversions
3x increase in online-only conversions
Higher customer satisfaction through hyper-personalised experiences
Higher customer satisfaction through hyper-personalised experiences
Higher customer satisfaction through hyper-personalised experiences
Insurer Use Case
End-to-end digital pension
journey
Insurers struggle with offline-heavy pension sales, fragmented user journeys, and low digital conversion. Xaver enables insurers to offer a compliant, hyper-personalised omnichannel experience, making pensions seamlessly purchasable online and advisor-ready.
What Xaver Delivers
Digital pension journey with compliant AI advisor and seamless advisor handover
Fully online product closing, integrated with scheduling and documentation
Outcomes
3x increase in online-only conversions
Higher customer satisfaction through hyper-personalised experiences
Non-Financial-Brand Use Case
Non-Financial-Brand Use Case
Non-Financial-Brand Use Case
Embedded finance - AI financial advisor
Embedded finance - AI financial advisor
Embedded finance - AI financial advisor
Embedded finance - AI financial advisor
A European telco seeks to monetise its large customer base beyond connectivity. With Xaver, the company embeds a compliant, photorealistic AI financial advisor into its app and website, giving customers personalized access to pensions, insurance, and investment products.
A European telco seeks to monetise its large customer base beyond connectivity. With Xaver, the company embeds a compliant, photorealistic AI financial advisor into its app and website, giving customers personalized access to pensions, insurance, and investment products.
A European telco seeks to monetise its large customer base beyond connectivity. With Xaver, the company embeds a compliant, photorealistic AI financial advisor into its app and website, giving customers personalized access to pensions, insurance, and investment products.
A European telco seeks to monetise its large customer base beyond connectivity. With Xaver, the company embeds a compliant, photorealistic AI financial advisor into its app and website, giving customers personalized access to pensions, insurance, and investment products.
What Xaver Delivers
What Xaver Delivers
What Xaver Delivers
Embedded AI advisor providing personalised guidance within the telco’s digital channels
Embedded AI advisor providing personalised guidance within the telco’s digital channels
Embedded AI advisor providing personalised guidance within the telco’s digital channels
Embedded AI advisor providing personalised guidance within the telco’s digital channels
Seamless handover into partner product journeys without breaks in customer experience
Seamless handover into partner product journeys without breaks in customer experience
Seamless handover into partner product journeys without breaks in customer experience
Seamless handover into partner product journeys without breaks in customer experience
Outcomes
Outcomes
Outcomes
New revenue streams through financial product distribution
New revenue streams through financial product distribution
New revenue streams through financial product distribution
New revenue streams through financial product distribution
Higher customer engagement and loyalty via value-added financial services
Higher customer engagement and loyalty via value-added financial services
Higher customer engagement and loyalty via value-added financial services
Higher customer engagement and loyalty via value-added financial services
Bank Use Case
Bank Use Case
Bank Use Case
AI assistant for lead-generation
AI assistant for lead-generation
AI assistant for lead-generation
AI assistant for lead-generation
Retail bank loses prospects due to slow call-backs and paperwork. Xaver’s AI assistant engages prospects instantly, qualifies them, and books advisor meetings in real time.
Retail bank loses prospects due to slow call-backs and paperwork. Xaver’s AI assistant engages prospects instantly, qualifies them, and books advisor meetings in real time.
Retail bank loses prospects due to slow call-backs and paperwork. Xaver’s AI assistant engages prospects instantly, qualifies them, and books advisor meetings in real time.
Retail bank loses prospects due to slow call-backs and paperwork. Xaver’s AI assistant engages prospects instantly, qualifies them, and books advisor meetings in real time.
What Xaver Delivers
What Xaver Delivers
What Xaver Delivers
24/7 AI lead qualification across web and mobile
24/7 AI lead qualification across web and mobile
24/7 AI lead qualification across web and mobile
24/7 AI lead qualification across web and mobile
Instant meeting scheduling and data capture for advisors
Instant meeting scheduling and data capture for advisors
Instant meeting scheduling and data capture for advisors
Instant meeting scheduling and data capture for advisors
Outcomes
Outcomes
Outcomes
Faster conversion cycles due to fast AI outreach and pre-qualification
Faster conversion cycles due to fast AI outreach and pre-qualification
Faster conversion cycles due to fast AI outreach and pre-qualification
Faster conversion cycles due to fast AI outreach and pre-qualification
Advisors are relieved from admin tasks and can fully focus on the customer conversation
Advisors are relieved from admin tasks and can fully focus on the customer conversation
Advisors are relieved from admin tasks and can fully focus on the customer conversation
Advisors are relieved from admin tasks and can fully focus on the customer conversation
Broker Network Use Case
Broker Network Use Case
Broker Network Use Case
AI sales assistants for broker networks
AI sales assistants for broker networks
AI sales assistants for broker networks
AI sales assistants for broker networks
Broker network struggles with heavy admin work and missed follow-ups. Xaver’s AI sales assistants reduce paperwork and keep every lead engaged.
Broker network struggles with heavy admin work and missed follow-ups. Xaver’s AI sales assistants reduce paperwork and keep every lead engaged.
Broker network struggles with heavy admin work and missed follow-ups. Xaver’s AI sales assistants reduce paperwork and keep every lead engaged.
Broker network struggles with heavy admin work and missed follow-ups. Xaver’s AI sales assistants reduce paperwork and keep every lead engaged.
What Xaver Delivers
What Xaver Delivers
What Xaver Delivers
Compliant AI assistants listen to client conversations, create IDD-compliant documentation, and provide live advice and research
Compliant AI assistants listen to client conversations, create IDD-compliant documentation, and provide live advice and research
Compliant AI assistants listen to client conversations, create IDD-compliant documentation, and provide live advice and research
Compliant AI assistants listen to client conversations, create IDD-compliant documentation, and provide live advice and research
Automated follow-ups and lead nurturing to ensure no opportunity is lost
Automated follow-ups and lead nurturing to ensure no opportunity is lost
Automated follow-ups and lead nurturing to ensure no opportunity is lost
Automated follow-ups and lead nurturing to ensure no opportunity is lost
Outcomes
Outcomes
Outcomes
Brokers spend less time on admin and more time building client relationships resulting in an efficiency gain of up to 65%
Brokers spend less time on admin and more time building client relationships resulting in an efficiency gain of up to 65%
Brokers spend less time on admin and more time building client relationships resulting in an efficiency gain of up to 65%
Brokers spend less time on admin and more time building client relationships resulting in an efficiency gain of up to 65%
Higher conversion and cross-selling rates across the network
Higher conversion and cross-selling rates across the network
Higher conversion and cross-selling rates across the network
Higher conversion and cross-selling rates across the network
Neo-Broker Use Case
Neo-Broker Use Case
Neo-Broker Use Case
End-to-end pension
expansion
End-to-end pension
expansion
End-to-end pension
expansion
End-to-end pension
expansion
Fast-growing neo-broker focuses on daily trading flows but misses out on long-term retirement assets. Xaver enables them to expand their portfolio with insurance-wrapped pension products, capturing lifelong balances and building stronger customer loyalty.
Fast-growing neo-broker focuses on daily trading flows but misses out on long-term retirement assets. Xaver enables them to expand their portfolio with insurance-wrapped pension products, capturing lifelong balances and building stronger customer loyalty.
Fast-growing neo-broker focuses on daily trading flows but misses out on long-term retirement assets. Xaver enables them to expand their portfolio with insurance-wrapped pension products, capturing lifelong balances and building stronger customer loyalty.
Fast-growing neo-broker focuses on daily trading flows but misses out on long-term retirement assets. Xaver enables them to expand their portfolio with insurance-wrapped pension products, capturing lifelong balances and building stronger customer loyalty.
What Xaver Delivers
What Xaver Delivers
What Xaver Delivers
Compliant pension journeys embedded into the neo-broker’s platform, powered by a seamless AI advisor experience
Compliant pension journeys embedded into the neo-broker’s platform, powered by a seamless AI advisor experience
Compliant pension journeys embedded into the neo-broker’s platform, powered by a seamless AI advisor experience
Compliant pension journeys embedded into the neo-broker’s platform, powered by a seamless AI advisor experience
Product extension from short-term trading to long-term savings with insurance-wrapped investment products
Product extension from short-term trading to long-term savings with insurance-wrapped investment products
Product extension from short-term trading to long-term savings with insurance-wrapped investment products
Product extension from short-term trading to long-term savings with insurance-wrapped investment products
Outcomes
Outcomes
Outcomes
Access to recurring, long-term assets under management
Access to recurring, long-term assets under management
Access to recurring, long-term assets under management
Access to recurring, long-term assets under management
Stronger customer retention through holistic financial advice
Stronger customer retention through holistic financial advice
Stronger customer retention through holistic financial advice
Stronger customer retention through holistic financial advice
Insurer Use Case
Insurer Use Case
Insurer Use Case
Extended portfolio with pension products
Extended portfolio with pension products
Extended portfolio with pension products
Extended portfolio with pension products
An insurer without a pension business line lacks access to long-term savings flows. With Xaver’s end-to-end solution, the company can launch a competitive pension product and distribute it efficiently online and and offline.
An insurer without a pension business line lacks access to long-term savings flows. With Xaver’s end-to-end solution, the company can launch a competitive pension product and distribute it efficiently online and and offline.
An insurer without a pension business line lacks access to long-term savings flows. With Xaver’s end-to-end solution, the company can launch a competitive pension product and distribute it efficiently online and and offline.
An insurer without a pension business line lacks access to long-term savings flows. With Xaver’s end-to-end solution, the company can launch a competitive pension product and distribute it efficiently online and and offline.
What Xaver Delivers
What Xaver Delivers
What Xaver Delivers
End-to-end pension product offering backed by a state-of-the art Asset Management infrastructure
End-to-end pension product offering backed by a state-of-the art Asset Management infrastructure
End-to-end pension product offering backed by a state-of-the art Asset Management infrastructure
End-to-end pension product offering backed by a state-of-the art Asset Management infrastructure
Efficient online, hybrid and offline distribution with the AI-natives Sales Platform Xaver ONE
Efficient online, hybrid and offline distribution with the AI-natives Sales Platform Xaver ONE
Efficient online, hybrid and offline distribution with the AI-natives Sales Platform Xaver ONE
Efficient online, hybrid and offline distribution with the AI-natives Sales Platform Xaver ONE
Outcomes
Outcomes
Outcomes
Entry into the pension market with a competitive, low-cost product line
Entry into the pension market with a competitive, low-cost product line
Entry into the pension market with a competitive, low-cost product line
Entry into the pension market with a competitive, low-cost product line
Scalable customer acquisition across online and advisor-led channels
Scalable customer acquisition across online and advisor-led channels
Scalable customer acquisition across online and advisor-led channels
Scalable customer acquisition across online and advisor-led channels
Common Questions
Discover responses to common asked questions about our product and services.
GENERAL
TECHNICAL
SECURITY & COMPLIENCE
What is Xaver?
Xaver enables Financial Institutions to close Europe’s pension gap. By offering an advanced AI-driven B2B platform for sales of investment and life insurance products, Xaver enhances the operational and sales efficiency of banks, insurers, and brokers by up to 65% and introduces a new era of white-labeled private pension products.
How does the white-label option work?
The Xaver platform can be fully customized to your branding and requirements. Only a few things are required, such as a color code and existing logos. To integrate your products into Xaver.nova, we need, for example, product data sheets and existing terms and conditions
Which AI model powers your solution and how does it work?
Xaver utilizes advanced AI technologies specifically designed for the financial industry. Our model integrates Natural Language Processing (NLP) and Machine Learning to enable precise and personalized advice. It analyzes extensive customer data, regulatory requirements, and product information to deliver tailored recommendations in real-time. Acting as a "digital twin" of the customer, our AI supports advisors through intelligent co-pilots during consultations and hyper-personalized digital interfaces. This significantly enhances the efficiency and accuracy of sales and advisory processes.
Why should I choose Xaver?
Xaver revolutionizes the distribution of life insurance and private pension plans with an AI-powered platform that boosts the efficiency of banks, insurers, and brokers by up to 65%. Our solution offers:
- Innovative AI Technology: Tailored for the financial industry and fully GDPR-compliant.
- Efficiency Gains: Optimizes processes and saves advisors time, allowing them to focus on their clients.
- White-Label Products: Introduces modern retirement solutions like the Pan-European Personal Pension Product (PEPP).
- Experienced Team: Our leadership combines industry expertise, technological proficiency, and entrepreneurial vision. By choosing Xaver, you’re not only adopting a future-proof solution but also partnering with a company committed to closing Europe’s pension gap and ensuring your sustainable business success.
Common Questions
Discover responses to common asked questions about our product and services.
GENERAL
TECHNICAL
SECURITY & COMPLIENCE
What is Xaver?
Xaver enables Financial Institutions to close Europe’s pension gap. By offering an advanced AI-driven B2B platform for sales of investment and life insurance products, Xaver enhances the operational and sales efficiency of banks, insurers, and brokers by up to 65% and introduces a new era of white-labeled private pension products.
How does the white-label option work?
The Xaver platform can be fully customized to your branding and requirements. Only a few things are required, such as a color code and existing logos. To integrate your products into Xaver.nova, we need, for example, product data sheets and existing terms and conditions
Which AI model powers your solution and how does it work?
Xaver utilizes advanced AI technologies specifically designed for the financial industry. Our model integrates Natural Language Processing (NLP) and Machine Learning to enable precise and personalized advice. It analyzes extensive customer data, regulatory requirements, and product information to deliver tailored recommendations in real-time. Acting as a "digital twin" of the customer, our AI supports advisors through intelligent co-pilots during consultations and hyper-personalized digital interfaces. This significantly enhances the efficiency and accuracy of sales and advisory processes.
Why should I choose Xaver?
Xaver revolutionizes the distribution of life insurance and private pension plans with an AI-powered platform that boosts the efficiency of banks, insurers, and brokers by up to 65%. Our solution offers:
- Innovative AI Technology: Tailored for the financial industry and fully GDPR-compliant.
- Efficiency Gains: Optimizes processes and saves advisors time, allowing them to focus on their clients.
- White-Label Products: Introduces modern retirement solutions like the Pan-European Personal Pension Product (PEPP).
- Experienced Team: Our leadership combines industry expertise, technological proficiency, and entrepreneurial vision. By choosing Xaver, you’re not only adopting a future-proof solution but also partnering with a company committed to closing Europe’s pension gap and ensuring your sustainable business success.
Common Questions
Discover responses to common asked questions about our product and services.
GENERAL
TECHNICAL
SECURITY & COMPLIENCE
What is Xaver?
Xaver enables Financial Institutions to close Europe’s pension gap. By offering an advanced AI-driven B2B platform for sales of investment and life insurance products, Xaver enhances the operational and sales efficiency of banks, insurers, and brokers by up to 65% and introduces a new era of white-labeled private pension products.
How does the white-label option work?
The Xaver platform can be fully customized to your branding and requirements. Only a few things are required, such as a color code and existing logos. To integrate your products into Xaver.nova, we need, for example, product data sheets and existing terms and conditions
Which AI model powers your solution and how does it work?
Xaver utilizes advanced AI technologies specifically designed for the financial industry. Our model integrates Natural Language Processing (NLP) and Machine Learning to enable precise and personalized advice. It analyzes extensive customer data, regulatory requirements, and product information to deliver tailored recommendations in real-time. Acting as a "digital twin" of the customer, our AI supports advisors through intelligent co-pilots during consultations and hyper-personalized digital interfaces. This significantly enhances the efficiency and accuracy of sales and advisory processes.
Why should I choose Xaver?
Xaver revolutionizes the distribution of life insurance and private pension plans with an AI-powered platform that boosts the efficiency of banks, insurers, and brokers by up to 65%. Our solution offers:
- Innovative AI Technology: Tailored for the financial industry and fully GDPR-compliant.
- Efficiency Gains: Optimizes processes and saves advisors time, allowing them to focus on their clients.
- White-Label Products: Introduces modern retirement solutions like the Pan-European Personal Pension Product (PEPP).
- Experienced Team: Our leadership combines industry expertise, technological proficiency, and entrepreneurial vision. By choosing Xaver, you’re not only adopting a future-proof solution but also partnering with a company committed to closing Europe’s pension gap and ensuring your sustainable business success.
Common Questions
Discover responses to common asked questions about our product and services.
GENERAL
TECHNICAL
SECURITY & COMPLIENCE
What is Xaver?
Xaver enables Financial Institutions to close Europe’s pension gap. By offering an advanced AI-driven B2B platform for sales of investment and life insurance products, Xaver enhances the operational and sales efficiency of banks, insurers, and brokers by up to 65% and introduces a new era of white-labeled private pension products.
How does the white-label option work?
The Xaver platform can be fully customized to your branding and requirements. Only a few things are required, such as a color code and existing logos. To integrate your products into Xaver.nova, we need, for example, product data sheets and existing terms and conditions
Which AI model powers your solution and how does it work?
Xaver utilizes advanced AI technologies specifically designed for the financial industry. Our model integrates Natural Language Processing (NLP) and Machine Learning to enable precise and personalized advice. It analyzes extensive customer data, regulatory requirements, and product information to deliver tailored recommendations in real-time. Acting as a "digital twin" of the customer, our AI supports advisors through intelligent co-pilots during consultations and hyper-personalized digital interfaces. This significantly enhances the efficiency and accuracy of sales and advisory processes.
Why should I choose Xaver?
Xaver revolutionizes the distribution of life insurance and private pension plans with an AI-powered platform that boosts the efficiency of banks, insurers, and brokers by up to 65%. Our solution offers:
- Innovative AI Technology: Tailored for the financial industry and fully GDPR-compliant.
- Efficiency Gains: Optimizes processes and saves advisors time, allowing them to focus on their clients.
- White-Label Products: Introduces modern retirement solutions like the Pan-European Personal Pension Product (PEPP).
- Experienced Team: Our leadership combines industry expertise, technological proficiency, and entrepreneurial vision. By choosing Xaver, you’re not only adopting a future-proof solution but also partnering with a company committed to closing Europe’s pension gap and ensuring your sustainable business success.
Book your free demo today
Unlock your sales potential by letting the Xaver
AI work and save you hours of time and headaches.
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Legal
Resources
© 2025 Xaver. All rights reserved.
Proudly built by the Xaver team
Book your free demo today
Unlock your sales potential by letting the Xaver
AI work and save you hours of time and headaches.
Sign up to the newsletter to get our latest updates straight to your inbox
Legal
Resources
© 2025 Xaver. All rights reserved.
Proudly built by the Xaver team
Book your free demo today
Unlock your sales potential by letting the Xaver
AI work and save you hours of time and headaches.
Sign up to the newsletter to get our latest updates straight to your inbox
Legal
Resources
© 2025 Xaver. All rights reserved.
Proudly built by the Xaver team
Book your free demo today
Unlock your sales potential by letting the Xaver
AI work and save you hours of time and headaches.
Sign up to the newsletter to get our latest updates straight to your inbox
Legal
Resources
© 2025 Xaver. All rights reserved.
Proudly built by the Xaver team