Xaver

Xaver is a revolutionary AI-enabled sales and product platform designed specifically for the financial services industry. It offers a wide range of features to transform the way businesses operate and interact with customers. One of the key benefits of Xaver is its ability to optimize customer journeys end-to-end. It combines personalized digital funnels with AI-assisted personal customer interactions to create a seamless omni-channel experience. This means that customers can have a smooth and engaging experience across various channels, whether it's online or in-person. Another notable feature is the ability to boost sales efficiency by up to 65%. This is achieved through tailored and compliant solutions for life insurance and pensions, helping financial services companies and advisors become top performers. Xaver also simplifies the consultation process. It provides customers with an instant pension clarity in just 3 minutes, giving them a swift and thorough overview of their pension situation. Additionally, it enables effortless information collection, leading clients through a bespoke digital journey to gather the necessary data and documents. The platform also offers a proactive approach to client meetings. By leveraging previously collected digital insights, it bypasses the initial steps of data gathering and document screening, saving valuable meeting time. Xaver's intelligent assistant, Xaver.nova, streamlines client interactions with preparatory insights, real-time sentiment analysis, and advice, boosting client satisfaction and conversion rates. It also simplifies the workflow by automatically capturing customer information. Post-sales, Xaver ensures operational excellence with customised customer communication and automated protocols. It automatically produces fully IDD-compliant consultation protocols and drafts personalised follow-up communications. The platform also stays informed with real-time updates on policies, regulations, and conditions to ensure compliance. Xaver's AI is specifically trained for financial services use cases and compliance, enhancing operational workflows, handling routine tasks, providing real-time advice, and upholding regulatory standards. The platform offers a highly personalised omni-channel experience, adapting to the individual user in terms of visualisation, language, and content. It also supports consultations in real-time, allowing for a more natural and effective communication flow with clients. Xaver is accessible across various devices and browsers, enabling efficient operation whether in the office or on the move. Additionally, it is currently implementing a white-labeled Pan-European Pension Product (PEPP) to broaden the product offering. The Xaver team brings rich experience from various renowned companies, and the innovative AI-Tech has won the BSFZ seal of approval from the German government.