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
