Xaver

🚀 𝐓𝐫𝐞𝐟𝐟𝐭 𝐗𝐚𝐯𝐞𝐫 𝐚𝐮𝐟 𝐝𝐞𝐫 𝐃𝐊𝐌 𝐋𝐞𝐢𝐭𝐦𝐞𝐬𝐬𝐞 2025 𝐢𝐧 𝐃𝐨𝐫𝐭𝐦𝐮𝐧𝐝! 🚀 Am 28.–29. Oktober sind wir in Halle 3 – Themenpark Insurance Innovation & Technology – Stand G23 und zeigen live, wie Versicherer, Finanzvertriebe und Banken KI-Mitarbeiter einsetzen, die autonom und compliant im hochregulierten Umfeld der Finanzberatung und des Vertriebs operieren. Unser CEO Max Bachem zeigt im Rahmen des Kongresses Insurance Innovation & Technology einen Live-KI-Showcase zum Thema „Hybrid gewinnt: Mensch vorne, KI-Mitarbeiter hinten – wie KI-Assistenten Berater entlasten und für mehr Abschlüsse sorgen“. ⏰ 29. Oktober, 11:50–12:05 Uhr, Halle 3, Fläche G23 – das solltet ihr nicht verpassen! Speziell für das hochregulierte Finanzumfeld entwickelt, gewährleisten Xavers agentische KI-Mitarbeiter jederzeit volle Compliance und Sicherheit auf Enterprise-Niveau. Durch die Verbindung aus menschlicher Beratungskompetenz und skalierbarer Automatisierung transformiert Xaver Vertrieb und Service. Dabei werden Effizienzsteigerungen von bis zu 65 % erzielt und die Kundenzufriedenheit gesteigert – mit rechtskonformer Finanzberatung rund um die Uhr, per Chat, Voice oder fotorealistischem Avatar. 📍 Kommt vorbei, trefft das Xaver-Team und tauscht euch mit uns über die Zukunft der Finanzberatung aus. Wir freuen uns auf anregende Gespräche und spannende Diskussionen! Mit dabei: Max Bachem, Marvin Maximilian Vocke, Mohammad Mehrani, Patrick Dalferth and Philipp Münchs #DKM2025 #InsurTech #AI #KI #Versicherung #Finanzberatung #Vertrieb #Omnichannel #Compliance #Xaver

🏆 Proud to share: The video of our winning pitch at the The World’s Digital Insurance Awards 2025 by The Digital Insurer. The pitch also includes a live call where Max speaks with one of Xaver’s AI financial advisors, who pulls real-time insights from his investment account, checks the portfolio allocation, and recommends next actions. That's some of the magic our AI advisors can do as we also provide the MCP-enabled investment infrastructure core. What Xaver delivers for insurers, banks & distributors • AI-enhanced personal advice: AI sales assistants for every advisor/broker —handling outreach, qualification, meeting prep, follow-ups and documentation — so humans focus on advice and closing. Boosting sales efficiency. • Omnichannel, compliant digital advice & sales guided by AI advisors — across phone, WhatsApp, chat, web and photorealistic avatars. 24/7 available. • Seamless AI / digital↔human handoffs with full context—turning every interaction into a warm, qualified lead. If you are with an insurer, bank or financial distributor and want to raise the sales efficiency in your organisation to new levels with compliant AI colleagues you can hire immediately, DM us to set up a demo. Big thanks to The Digital Insurer. #Insurance #AI #Bancassurance #DigitalTransformation #Agentic AI #Compliance #CustomerExperience #SalesEnablement #WealthManagement #Pensions

Today, we’re not just shipping new product features — we’re opening a new chapter for financial advisory with an AI workforce that doesn’t just assist, it advises and acts. 🚀 What’s new • 24/7 𝐜𝐚𝐥𝐥 𝐚𝐧𝐬𝐰𝐞𝐫𝐢𝐧𝐠: Voice-native AI advisors pick up every call, resolve questions, qualify interest into warm leads, and hand off to humans seamlessly. • 𝐎𝐮𝐭𝐛𝐨𝐮𝐧𝐝 𝐭𝐡𝐚𝐭 𝐜𝐨𝐧𝐯𝐞𝐫𝐭𝐬: Run full phone, email, and WhatsApp campaigns—from first touch to booked meeting or sale—with automated follow-ups. • 𝐘𝐨𝐮𝐫 𝐀𝐈 𝐩𝐫𝐞𝐩 𝐩𝐚𝐫𝐭𝐧𝐞𝐫:  Advisors can ping their AI sales assistant anytime for meeting prep—instant briefs, prospect research, tailored playbooks, likely objections, next-best actions, and compliant doc packs. • 𝐇𝐲𝐩𝐞𝐫-𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐣𝐨𝐮𝐫𝐧𝐞𝐲𝐬: Agents run in parallel to each customer’s journey—like a personal AI advisor at your side. Always on, cost-efficient, infinitely scalable. • 𝐏𝐫𝐨𝐯𝐞𝐧 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲: In independent tests, our agents outperformed leading LLMs on regulated financial-advice accuracy (details to be published soon). • 𝐒𝐚𝐟𝐞𝐫 𝐛𝐲 𝐝𝐞𝐬𝐢𝐠𝐧: Through context engineering, a model-independent data ingestion layer, and multi-agent orchestration, we’ve cut hallucinations by 80%+ and operate in high-risk, regulated settings with auditability and human oversight. And powered by Xaver’s MCP-enabled Investment Infrastructure rails, our AI advisors do things no other AI can today. “Fina, how are my retirement savings doing?” #AgenticAI #FinTech #InsurTech #SalesTech #RegTech #VoiceAI #Omnichannel #Xaver

𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 ✨ Next Monday we’re unveiling the biggest Xaver release yet—a major leap for AI-native financial advisory and sales. Xaver equips banks and insurers with an AI-native workforce that actively supports financial advisors and sales teams, as well as fully autonomous AI financial advisors that independently manage customer interactions—from initial engagement to executing investment decisions, including fully conversational inbound and outbound calls. As one of Bits & Pretzels' Top Rising 20 startups, catch us on site in Munich next week: 🎤 On Monday, September 29, 10:15–11:05 AM at the Visionaries Stage 👀 Want to test it and see it live? Visit us at our booth (No. 96, 1st floor) during the Exhibition Day, Tuesday, September 30, in the Finance & Insurance cluster. We can’t wait to connect with you there - Max Bachem, Nigel Jankelson, Marvin Maximilian Vocke and Philipp Münchs will be around. #Bits2025 #AI #Worforce #FinTech #Financialadvice #Financialservices #Xaver

We’re thrilled to share that Xaver has won the InsurTech Innovation Showcase at the TDI World’s Digital Insurance Awards 2025! 🏆🚀 Hosted by The Digital Insurer, the award recognizes the most forward-thinking start-ups shaping the future of insurance. Xaver is building the first AI-native sales and advisory platform for regulated financial services. Our AI assistants don’t just automate workflows — they act as compliant digital advisors, operating autonomously from onboarding to portfolio execution, and turning every customer touchpoint into a personalized, regulated experience in seconds. A big thank you to TDI, the jury, and everyone who voted for us — and of course to our incredible team and partners who make this vision a reality. #TDIawards2025 #InsurTech #AI #DigitalInsurance #Innovation #Xaver #Fintech #Compliance #FinancialServices

How are athletes supposed to manage wealth? Signing the first (big) contract before turning 20 is something extraordinary. It is a life-changing moment. But how can an athlete ensure that it really lasts a lifetime? When the highest income is most likely to be earned at a younger age, it is even more critical to provide for the future. However, the tools to do so are not naturally given. They are learned over time - but athletes don't have the time to build these capabilities before they have to start managing their capital. And some don't even want to. However, in any case, there is a need for professional support in financial aspects. It’s important to start early, as it can be crucial in the long run. There are obviously different approaches for athletes to manage wealth. For me, working with a multi family office proved to be ideal, as they possess expertise in different kind of asset classes. But most importantly, athletes need to set up a strategy that aims for the long term but also acknowledges the risks inherent in a playing career, such as injuries, contract negotiations, or periods of poorer form. This is how you can create a lasting impact!

Meet the finalists in the 10th Anniversary Showcase edition of The World’s Digital Insurance Awards! InsurTech Innovation Category Finalist: Xaver Europe's first AI advisory platform: fast, compliant, scaled personalised advice An AI-native omnichannel sales platform, Xaver provides AI financial advisors for end customers and AI assistants to efficiently support sales staff. The solution delivers a 65% time savings and 10x scalable sales capacity, all while maintaining 100% compliance with key financial regulations and certifications like BaFin, GDPR, and the EU AI Act. Join our live finals event to learn all about their journey here: https://lnkd.in/gGQz4ZSJ #digital #insurance #digitalinsurance #digitaltransformation #TDI #thedigitalinsurer #TDIawards #insurtech #TDIawards2025 #digitalinsuranceawards #insurerawards Max Bachem

𝐌𝐞𝐞𝐭 𝐏𝐚𝐭𝐫𝐢𝐜𝐤 – 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐚𝐭 𝐗𝐚𝐯𝐞𝐫 🚀 We’re excited to continue our “Meet the Team” series with Patrick Dalferth, who recently joined us as Partner Success Manager at Xaver! Patrick brings a strong mix of consulting rigor and venture-building experience. Before Xaver, he was a Senior Consultant in Technology Strategy at KPMG, working on digitalization and operations projects. He also spent time in management consulting at PwC and Bosch, gained hands-on start-up experience at Codio Impact, and explored venture capital at Plug and Play. Patrick holds a Master’s degree in Management from Católica Lisbon School of Business & Economics, specializing in Strategy and Entrepreneurship. As part of his studies, he also spent time at Smith School of Business at Queen’s University in Canada. Outside of work, Patrick is a former professional swimmer with multiple medals at the German Championships and finals appearances at the European Games. At Xaver, Patrick drives our partnerships and client success — making sure our partners can scale with our agentic AI sales platform. We’re thrilled to have his people-first mindset and builder energy on the team. Welcome aboard, Patrick! 🎉

Xaver has been selected among the Top 20 in this year’s Raising20 European Pitch Contest at Bits & Pretzels 2025 in Munich - selected from a pan-European field of 30+ countries. 🚀🎉 We’ll be pitching at the festival with a chance to take Europe’s biggest founders’ stage: 📅 Mon, September 29 | 10:15–11:05 AM | Visionaries Stage At Xaver, we offer an AI-native platform for omnichannel sales, modern pension products, and investment-management infrastructure for Banks, Insurers, and Distributors, empowering sales teams and brokers. 👉 Plus, find us at Exhibition Day on Tuesday, September 30, in the Finance & Insurance cluster. We look forward to meeting you on-site! #Bits25 #BitsAndPretzels #EuropeanPitchContest #Rising20 #AI #Fintech #Insurtech #Munich #Xaver

𝐖𝐞 𝐚𝐫𝐞 𝐩𝐫𝐨𝐮𝐝 𝐭𝐡𝐚𝐭 𝐗𝐚𝐯𝐞𝐫 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐫𝐞𝐜𝐨𝐠𝐧𝐢𝐳𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐆𝐥𝐨𝐛𝐚𝐥 𝐈𝐧𝐬𝐮𝐫𝐓𝐞𝐜𝐡 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭 𝐛𝐲 InsurLab Germany e.V. As the financial services sector continues its digital transformation, the challenge is no longer proving AI in pilots, but scaling it enterprise-wide. At Xaver, we offer a white-labeled platform for banks, insurers and distributors empowering sales teams and brokers with scalable Agentic AI — boosting sales efficiency by up to 65% and delivering personalized customer experiences, while ensuring enterprise-level security and compliance (DORA, GDPR, EU AI Act). Many thanks to InsurLab Germany for driving this initiative and highlighting the importance of scaling AI in insurance and finance. #InsurTech #ScalingAI #EnterpriseAI #Compliance #Xaver