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Xaver

Xaver increases sales efficiency of banks, insurers, and brokers by up to 65%

platform

API

Overview

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

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