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Xaver

AI-driven B2B sales platform for financial institutions

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Xaver is an AI-driven B2B2C sales platform and BaFin-licensed asset manager that helps banks, insurers, and distributors launch, sell, and service pension and investment products more effectively. The platform is tailored for the Altersvorsorgedepot and the latest phase of pension reform.

Key Features

  • White-label AI-native sales tools: AI-generated consumer journeys with a compliant orchestration layer.
  • 24/7 digital financial advisors: Hyper-personalized advice across voice, chat, mobile, and web.
  • AI assistant for human advisors: Automates admin tasks, documentation, and scheduling; integrates with existing systems.
  • Asset Management: Institutional-grade portfolio frameworks and regulation-ready product infrastructure for AVD, Frühstart-Rente, and private pensions.

Use Cases

  • Customer activation with tailored journeys across phone, WhatsApp, or email.
  • Digital consultation and conversational sales, with reported efficiency gains of up to 65%.
  • Hybrid advice supported by an AI co-pilot for agents, achieving ~30-50% efficiency gain.
  • White-label pension products as-a-service, with ~55% less annual costs.

Who It’s For

Xaver is built for banks, insurers, and distributors aiming to increase sales efficiency, enable 24/7 product completion, and launch new pension and investment products in weeks.

Key Benefits

  • AI-driven platform increases sales efficiency by up to 65%
  • White-label customization for branding and product integration
  • Compliant AI orchestration with multi-model support
  • Fast time-to-market for white-label products (4–6 weeks)
tags
FintechB2b SalesFinancial ServicesFinancial AdvisorAsset Management
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