Instant Pension Clarity in Just 3 Minutes:
Provide your customers a swift, thorough overview of their pension situation across all pillars, spotlighting gaps. A crucial trigger for the subsequent financial advice.
Effortless Information Collection:
Lead your clients into a bespoke digital journey to effortless collect the necessary data and documents. Those are organized efficiently for your personal consultation, which clients can conveniently schedule on our platform.
24/7 Personalised Consulting and Sales:
Customers research online and purchase offline. The Xaver platform combines personalised digital funnels for setting the sales trigger and information gathering with your subsequent AI-assisted customer interaction forging a seamless omni-channel experience, also supporting fully digital sales.
A Proactive Approach to Client Meetings:
Bypass the initial steps of data gathering and document screening in client meetings by leveraging previously collected digital insights, saving hundreds of hours of meeting time.
Your AI-Powered Sales Assistant:
Xaver.nova, Xaver’s intelligent assistant, streamlines your client interactions with preparatory insights, real-time sentiment analysis and advice, boosting client satisfaction and conversion rates.
Intelligent Transcription:
Xaver simplifies your workflow by automatically capturing customer information, allowing you to concentrate on what's important - your client.
Customised customer communication and automated protocols:
Automatically producing fully IDD-compliant consultation protocols and drafting personalised follow-up communications.
Compliance Assurance:
Stay informed with real-time updates on policies, regulations, and conditions, ensuring your consultations are both comprehensive and compliant.
Efficient Reporting:
Generate comprehensive reports quickly, offering a clear overview of your, and your team’s, sales performance and pipeline.
Xaver's AI and product platform offers highly personalised digital journeys that adapt to the individual user in terms of visualisation, language and content. Additional guidance is provided through an AI advisor supporting the customer in every step.
The customer will be optimally prepared for a subsequent personalised consultation, which can be carried out more efficiently.
The Xaver front ends are fully customisable to the partner's branding. Alternatively, the functions of the Xaver platform can also be implemented in existing systems via APIs.
With an AI assistant by your side preparing and during every customer interaction, Xaver ensures and efficient process and compliance, while providing continual learning and suggestions to optimise sales opportunities.
The system supports consultations in real-time, allowing for a more natural and effective communication flow with your clients.
Accessible across various devices and browsers, Xaver enables you to operate efficiently, whether you're in the office or on the move, ensuring you're always prepared for any consultation scenario.
Xaver is currently implementing a white-labeled Pan-European Pension Product (PEPP) to broaden your product offering.
We expect to provide you with this low-cost pension product, enabling you to pioneer a novel and customer-centric offering in a competitive market, from late 2024.
