Xaver

Overview

The platform’s key interconnected components include: (a) an AI Financial Advisor for direct customer interaction, creating a digital twin of the customer, providing compliant financial and investment advice, and enabling product sales; (b) Sales Co-Pilots for in-person advisors, offering real-time guidance during meetings and handling administrative tasks; and (c) AI-generated hyperpersonalized digital front-ends, tailored to each customer, mirroring the tone and process of in-person advisory.

Use Cases

• 1) Individual and autonomous AI financial advisors
• 2) AI assistants
• 3) Data extraction
• 4) Financial and pension analyses

Key Features

• 1) Multi-Modal Input and Output: Custom digital advisory tracks, chatbots, and direct-to-agent interaction
• 2) AI Model Orchestration: Uses LLMs, open-source, and BYO models, adaptable to partner setups
• 3) Explainable AI: Provides models necessary for financial applications
• 4) AI Benchmarking: Automates performance assessments
• 5) Industry Expertise: Delivers specific insights and continuous improvements
• 6) Behavioral Evaluation: Advisory based on behavior