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Customer Support and Service
Xaver
Your Personalized Financial Co-Pilot, Always by Your Side.
About this listing
The product features several essential, interconnected elements: (a) AI-generated digital front-ends that are uniquely tailored to each customer, replicating the experience of in-person advisory services with a personalized tone and process; (b) Sales Co-Pilots that assist in-person advisors by providing real-time support during client meetings and managing administrative duties; and (c) an AI Financial Advisor that engages directly with customers, develops a digital replica of the customer, delivers compliant financial and investment advice, and facilitates product sales.
Posted on March 25, 2025
Customer Support and Service
Xaver
Your Personalized Financial Co-Pilot, Always by Your Side.
About this listing
The product features several essential, interconnected elements: (a) AI-generated digital front-ends that are uniquely tailored to each customer, replicating the experience of in-person advisory services with a personalized tone and process; (b) Sales Co-Pilots that assist in-person advisors by providing real-time support during client meetings and managing administrative duties; and (c) an AI Financial Advisor that engages directly with customers, develops a digital replica of the customer, delivers compliant financial and investment advice, and facilitates product sales.
Posted on March 25, 2025