rewrite this title Xaver Unveils AI Workforce for Financial Advisory that Assists, Advises, and Acts – Finovate

Sales platform Xaver unveiled a range of new features that arm financial advisors with an Agentic AI workforce that “assists, advises, and acts.”

The new functionality reduces the number of hallucinations, features 24/7 call answering with AI-native advisors, and provides greater accuracy compared to popular Large Language Models (LLMs), the company said.

Founded in 2023, Xaver made its Finovate debut at FinovateEurope 2025 in London. Co-founder Max Bachem is CEO.

White-label, omnichannel sales platform Xaver has introduced a range of new features the company pledges will “open a new chapter for financial advisory with an AI workforce that doesn’t just assist, it advises, and acts.”

The new functionality includes three elements in particular that respond to key barriers that regulated businesses and organizations can face when looking to adopt AI-powered solutions. To start, Xaver has leveraged context engineering, a model-independent data ingestion layer, and multi-agent orchestration to reduce the number of hallucinations by 80%. This “safer by design” strategy makes the technology more appropriate for operation in high-risk, regulated environments with both auditability and human oversight.

Second, the company has shown through independent testing that its AI agents outperformed leading LLMs when it comes to regulated financial-advice accuracy. This is important insofar as companies in regulated industries have expressed concerns about AI being able to consistently achieve this level of accuracy. Third, Xaver has introduced 24/7 call answering with voice-native AI advisors who can resolve incoming questions, qualify interest into warm leads, and seamlessly transfer calls to a human agent, when appropriate.

“Powered by Xaver’s MCP-enabled investment infrastructure rails, our AI advisors do things no other AI can today,” the company noted on its LinkedIn page.

Xaver’s enhanced offering enables financial advisors to use the AI agents as “prep partners” to provide instant briefs, conduct prospect research, suggest next-best actions, and build both tailored playbooks and compliant document packs. The AI agents run in parallel to the client journey, “like a personal AI advisor at your side. Always on, cost-efficient, infinitely scalable,” the company explained. The new features also include the ability to conduct phone, email, and WhatsApp campaigns—including automated follow-ups—from first touch to booked meeting or sale.

Xaver made its Finovate debut at FinovateEurope 2025 in London. At the conference, the company demonstrated its sales platform that leverages specifically trained and compliant AI agents to handle a variety of tasks including financial analysis, data extraction, and the creation of personalized customer journeys. Fully ISO27001, GDPR, and EU AI Act-compliant, Xaver’s platform orchestrates multiple LLMs to deliver 24/7 AI-powered guidance via chat and voice. At the same time, the technology is able to introduce human advisors into the workflow as needed.

“This platform has four main components,” Xaver co-founder and CEO Max Bachem explained from the Finovate stage earlier this year. “First of all, we are providing AI-generated, tailored, personalized online journeys for each customer. Second, we have AI advisors who can compliantly advise customers and do conversational sales. But we have an omnichannel approach so, number three, we do seamless handovers from these digital channels … to your in-person financial advisor. And, number four, when you are with the in-person financial advisor, the AI is then acting as a co-pilot for that advisor.”

Bachem co-founded Xaver with Ole Breulmann (CPTO) in 2023. The company is headquartered in Cologne, Germany.

Photo by Adnan Omicevic on Unsplash

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