AI-native WFG Assistants Build Business – Powered by Xaver

Example of WFG AI Workforce for Sales and Field Leaders

Delivers compliant, on-demand financial guidance through text, voice, or system-supported scripting - built to match how WFG associates operate in the field.

Backs up leaders before, during, and after client meetings with tailored insights, smart prompts, and real-time objection handling - helping you stay in control and on mission.


About Xaver

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.