Xaver’s AI-native, white-labeled Sales platform increases the efficiency of financial product sales for banks, insurers, and brokers by up to 65% while significantly enhancing the customer experience. By providing modern sales technology for a seamless omnichannel experience, customers receive AI-driven financial advice via chat or voice and can seamlessly switch to personal consultation at any time. Specifically trained and compliant AI agents either act as AI financial advisors for to assist the customers during the journey or act as Co-Pilots for sales teams, handling administrative tasks and freeing up time for personalized consultations. Built with enterprise-level security, Xaver’s platform is ISO 27001 and GDPR compliant, ensuring the highest standards of data protection and regulatory compliance.

If desired, partners can opt-in for Xaver’s E2E solutions including white-labeled saving and pension products provided by Xaver Asset Management. Xaver Asset Management focusses on low-cost attractive low fee products which either complement the partner’s existing product offering or introduce the sale of new products depending on the partner’s needs. This will be accomplished by a state-of-the-art pension product factory and Asset Manager which creates and manages low-cost pensions products tailored to the partner’s needs and is based on a secure and compliant infrastructure.