Xaver
Xaver increases sales efficiency of banks, insurers, and brokers by up to 65%
Agent Details
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About Xaver
The platform’s key interconnected components include: (a) an AI Financial Advisor for direct customer interaction, creating a digital twin of the customer, providing compliant financial and investment advice, and enabling product sales; (b) Sales Co-Pilots for in-person advisors, offering real-time guidance during meetings and handling administrative tasks; and (c) AI-generated hyperpersonalized digital front-ends, tailored to each customer, mirroring the tone and process of in-person advisory.
Key Features
- 1) Multi-Modal Input and Output: Custom digital advisory tracks, chatbots, and direct-to-agent interaction
- 2) AI Model Orchestration: Uses LLMs, open-source, and BYO models, adaptable to partner setups
- 3) Explainable AI: Provides models necessary for financial applications
- 4) AI Benchmarking: Automates performance assessments
- 5) Industry Expertise: Delivers specific insights and continuous improvements
- 6) Behavioral Evaluation: Advisory based on behavior
Use Cases
- Xaver's current Agentic AI setup includes five agents, all of whom are life:
- 1) Individual and autonomous AI financial advisors
- 2) AI assistants
- 3) Data extraction
- 4) Financial and pension analyses
- 5) Hyper-personalized AI-generated online journeys
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