Xaver

Overview

Xaver is a leading B2B FinTech provider that provides AI workers for financial advisory and sales. It enhances the sales process and increases its efficiency by up to 65% while elevating the customer experience with a seamless omnichannel journey. Efficiency gains are derived from our proprietary Agentic AI Platform, where our AI workforce autonomously manages tasks, streamlines operations, and enhances the quality of financial advising. Today, Xaver is the only Agentic AI that is able to provide autonomous AI agents able to compliantly give financial product and investment portfolio recommendations through it's multi-agent platform Xaver One - combining the most powerful LLMs with explainable AI for specific regulatory processes. With the proprietary, white-labeled asset manager "Xaver Asset Management" Xaver provides also the infrastructure layer to enable it's AI Financial Advisors to perform full investment and asset management processes like investment account openings, balance checks, trades and rebalancings - 100% automated and fully regulated.

Key features

• Multi-Modal Input and Output: Custom digital advisory tracks, chatbots, and direct-to-agent interaction
• AI Model Orchestration: Uses LLMs, open-source, and BYO models, adaptable to partner setups
• Explainable AI: Provides models necessary for financial applications
• AI Benchmarking: Automates performance assessments
• Industry Expertise: Delivers specific insights and continuous improvements
• Behavioral Evaluation: Advisory based on behavior

Use cases

• Individual and autonomous AI financial advisors
• AI assistants
• Data extraction
• Financial and pension analyses
• Hyper-personalized AI-generated online journeys