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Xaver

Boost sales, ensure compliance, personalize client interactions with AI.

Data AnalysisPaid

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About Xaver

Xaver is a cutting-edge AI-enabled sales and product platform specifically designed for the life insurance and pensions sector. It aims to transform every advisor into a top performer by boosting sales efficiency by up to 65%. Tailored to meet the stringent compliance needs of financial services companies, Xaver integrates advanced technology to optimize customer journeys from start to finish, ensuring a seamless omni-channel experience. Key features include an AI-powered sales assistant, efficient information collection, compliance and reporting capabilities, and personalized customer interactions. Xaver enhances sales efficiency, assures compliance, and scales across various financial services firms, making it an indispensable tool for modern financial advisors seeking efficiency and scalability.

Key Features

AI-Powered Sales Assistant: Xaver.nova provides real-time sentiment analysis and advice during client interactions.
Efficient Information Collection: Streamlines data and document collection for personal consultations.
Compliance and Reporting: Generates IDD-compliant consultation protocols automatically.
Personalized Customer Interactions: Adapts content and language to individual user needs.

Use Cases

Streamlining the sales process Managing client interactions Enhancing customer service

Target Audience

Insurance Companies Pension Fund Managers Financial Advisors Customer Service Teams in Financial Services Academic Institutions

Supported Languages

Platform Availability

API Access

Mobile App

Desktop App

Pricing

Contact for Pricing

Technical Information

License: Proprietary