Xaver is an AI platform that automates sales and customer servicing for life insurance and pension products. It helps advisors work more efficiently through digital data capture and guided customer journeys, with a web portal and dashboard to track applications and client activity.
How it works
Users can select an existing client or create a new one via a form. The system collects and analyzes data, then suggests personalized sales scenarios. Built-in AI supports advisors in real time by recommending products, checking regulatory compliance, and generating documents. Each step is logged to support compliance oversight.
Key capabilities
- Web portal with dashboard for monitoring clients and applications
- AI guidance for product recommendations and next-best actions
- Compliance checks aligned with regulatory requirements
- Document creation to support sales and servicing workflows
- Omnichannel communication support: web, mobile devices, email
- Built-in training modules and in-product help for onboarding
Alternatives
- Salesforce Financial Services Cloud
- iPipeline
