Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Xaver democratizes access to personalized financial advice and attractive financial products. Our Sales platform enhances advisory quality and efficiency of financial institutions by delivering a personalized omnichannel customer journey. Specifically trained and compliant AI Agents either help customers as financial advisors or support advisors as Co-pilots – via chat and voice. Xaver’s Asset Manager enables partners to extend their financial product portfolios by offering cost-efficient products built to tackle the European market.

How they describe their product/innovation: Xaver’s Sales Journey is powered by an Agentic AI platform, where dedicated AI agents autonomously handle tasks such as financial analysis, data extraction and personalized customer journey creation. The platform orchestrates multiple LLMs to deliver 24/7 guidance as an AI financial advisor in chat and voice to seamlessly refer customers to human advisors when needed. Fully compliant with ISO27001, GDPR and the EU AI Act, it enhances sales efficiency while elevating customer experience.

Product distribution strategy: Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Community banks

Contacts:

Bus. Dev.: Mohammad Mehrani-Ardabily (Business Development Associate), [email protected]