It is a white-labeled AI platform designed for banks, insurers, and distributors to enhance sales efficiency by up to 65% through scalable Agentic AI. Xaver empowers sales teams and brokers by delivering personalized customer experiences, ensuring enterprise-level security and compliance. The platform integrates AI-native omnichannel sales capabilities, enabling hyper-personalization at scale while maintaining regulatory adherence. It offers features such as AI-generated customer journeys, 24/7 conversational AI financial advisors, and AI co-pilots that assist sales teams, freeing up time for meaningful client interactions. Xaver also provides cost-efficient, white-labeled pension products, reducing annual costs by up to 55%. The platform ensures seamless handovers between digital and personal consultations, with relevant information summarized for advisors. Built with a security-by-design approach, Xaver complies with data privacy and regulatory standards, making it a trusted solution for financial institutions. Backed by industry veterans and leading VC funds, Xaver combines advanced AI technologies, including Natural Language Processing (NLP) and Machine Learning, to deliver tailored financial advice and optimize operational workflows. Its fully customizable, white-labeled platform integrates seamlessly with existing systems, offering a uniform and branded experience across all digital touchpoints.
Xaver
It is a white-labeled AI platform designed for banks, insurers, and distributors to enhance sales efficiency by up to 65% through scalable Agentic AI.
AI Agent Categories: Automation,Business,Finance,Sales,Security
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