Xaver, in collaboration with Upvest, has unveiled an innovative partnership aimed at revolutionizing the financial landscape by offering digital pension, savings, and investment solutions in Germany. This strategic alliance is set to empower financial institutions to introduce fully digitalized products that cater to the evolving needs of customers in today’s fast-paced world.
The cornerstone of this partnership is Xaver’s cutting-edge AI-native financial advisory and sales platform, known as “Xaver One.
” This platform is designed to provide autonomous AI financial advisors that engage customers through various channels such as chat, voice, and avatar interactions. By delivering compliant and hyper-personalized advice seamlessly from start to finish, Xaver One aims to redefine how financial guidance is offered in the digital age.
Furthermore, Xaver’s Asset Management arm complements these efforts by establishing a fully automated infrastructure for real-time, secure, and efficient investment management. Through this integrated approach, Xaver aims to streamline the entire process of financial planning and investment for its users.
As part of this collaboration, Upvest plays a crucial role as Xaver’s partner for custody and brokerage services. Together, they offer a turnkey solution that enables financial institutions to launch new pension, savings, and investment products seamlessly. This comprehensive suite of services includes advice provision, customer onboarding processes, custody solutions , portfolio management tools , as well as ongoing servicing support.
Max Bachem , Co-founder and CEO at Xaver expressed his vision behind this transformative initiative: “At Xaver , we believe that everyone should have access to top-tier financial advice and investment opportunities regardless of their preferred mode of interaction – be it via chatbot assistance or face-to-face consultations.”
He emphasized the pivotal role played by technology in providing round-the-clock autonomous advisors along with advanced co-piloting tools that enhance client relationships significantly while boosting operational efficiency.
Moreover , Martin Kassing , Co-founder & CEO at Upvest underscored their commitment towards democratizing access to diverse investment products as a fundamental step towards modernizing pension offerings . By simplifying the process of accessing sophisticated investment vehicles through user-friendly interfaces , Upvest aims to make wealth-building strategies more inclusive and accessible than ever before .
In conclusion , the synergy between Xaver’s AI-powered advisory platform combined with Upvest’s robust infrastructure underscores a significant leap forward in reshaping how individuals interact with finance . By leveraging technological advancements alongside regulatory expertise , both companies are poised not just to meet but exceed expectations when it comes to launching contemporary pension plans and personalized investment opportunities on a large scale effectively .
Leave feedback about this