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Sales AI Agent
Finance
API

Xaver increases sales efficiency of banks, insurers, and brokers by up to 65%

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Xaver Overview

Xaver is a leading B2B FinTech provider that provides AI workers for financial advisory and sales. It enhances the sales process and increases its efficiency by up to 65% while elevating the customer experience with a seamless omnichannel journey. Efficiency gains are derived from our proprietary Agentic AI Platform, where our AI workforce autonomously manages tasks, streamlines operations, and enhances the quality of financial advising. Today, Xaver is the only Agentic AI that is able to provide autonomous AI agents able to compliantly give financial product and investment portfolio recommendations through it's multi-agent platform Xaver One - combining the most powerful LLMs with explainable AI for specific regulatory processes. With the proprietary, white-labeled asset manager "Xaver Asset Management" Xaver provides also the infrastructure layer to enable it's AI Financial Advisors to perform full investment and asset management processes like investment account openings, balance checks, trades and rebalancings - 100% automated and fully regulated.

Xaver Key Features

Multi-Modal Input and Output: Custom digital advisory tracks, chatbots, and direct-to-agent interaction
AI Model Orchestration: Uses LLMs, open-source, and BYO models, adaptable to partner setups
Explainable AI: Provides models necessary for financial applications
AI Benchmarking: Automates performance assessments
Industry Expertise: Delivers specific insights and continuous improvements
Behavioral Evaluation: Advisory based on behavior

Xaver Use Cases

Individual and autonomous AI financial advisors
AI assistants
Data extraction
Financial and pension analyses
Hyper-personalized AI-generated online journeys
Pricing
Paid

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