Flexperto Communication Cloud for Banks

Flexperto is the leading software provider for digital relationship management in financial services. With its in-depth expertise in highly regulated industries, Flexperto empowers leading banks to deliver an in-branch experience online, yet personal. Banks clients benefit from personal advisory wherever they are, at the time of their convenience.

Like businesses, not all banks are the same. But here are a few examples of banks who are ready to redefine banking with the use of Flexperto:

  • Berliner Volskbank Logo


Move away from transactional to truly relationship-driven banking

70 percent of consumers consider their relationship with their bank to be transactional, rather than relationship-drivenaccording to Accenture. What’s more, is that 40 percent would be more loyal to their bank if they provided a more personalized experience.

Digital advisory for banks

Nowadays, customers expect interactions to be simple, intuitive, and seamlessly connected across physical and digital channels. The use of digital advisory enables co-operative banks to excel in the customer dialogue even over distance, without neglecting the personal component of a meeting.

Online consulting, and video consulting in particular, is suitable for all areas of the banking journey. From initial contact after an in-person meeting, to loan application, portfolio management, construction financing, all the way to corporate clients’ advisory.

Thanks to Flexperto, branches and employees can also be supported online with dedicated experts and trainers.

Flexperto is one of the first software providers to specialize in online and video consulting for financial companies. With the Flexperto Communication Cloud, the complete customer dialogue is covered: from scheduling meetings, having a conversation over voice or video, intuitively see and edit document together, to the conclusion of contracts via e-signature.

That’s digital banking advisory : from A to Z.See how leading financial companies use Flexperto

Messaging for banks


Conversational banking is here: with the increasing usage of mobiles, messaging is becoming a more and more popular customer touchpoint. Hence, Cooperative Banks should transition to a customer communication over WhatsApp & Co. – without neglecting compliance matters.

While communication via instant messaging is constantly increasing, the possibilities for using instant messaging in the banking sector are also extensive: from short enquiries, appointment confirmation and reminders, to status updates on loans applications or the conclusion of policies via WhatsApp, text message or Telegram.


Thanks to the Secured Messenger bank agents can be at their customer’s disposal at all times. Within the Secured Messenger, all common messenger channels can be routed into a single communication thread. This enables both agents and employees in the office, central customer service, etc. to communicate with customers securely and in compliance with data protection regulations. All conversations can further be stored within the existing CRM system.

Compliance in our DNA

By collaborating with highly regulated industries for the past eight years, Flexperto has built relationships with compliance regulators and departments of over 40 leading insurances and banks. We can showcase both experience and vast knowledge on legal requirements within the fields we operate in and are continuously running compliance workshops to keep up with fast-evolving compliance landscapes.

Besides complying with MiFID II, BaFin and GDPR, Flexperto can be integrated within complex enterprise infrastructures.



Digital communication offers opportunities for banks to stand out from their competition

More engagement

Enable cross-selling and up-selling potential of 30% from online and B & C customers by being available to your customers regardless of your location and by offering meaningful conversations all throughout their banking journey. This results in more clients being engaged and hence, more revenue.

Improved efficiency

Gain instant access to new customer collaboration tools such as scheduling, e-signature, or screensharing and improve the efficiency of your workforce. Thanks to our CRM integrations the entire dialogue is documented. In addition, a video session takes 15% less time on average than a physical meeting, which means time can be reinvested in more meetings with customers.

Gain new target groups

Generation Y & Z do not only want to be advised in-branch, but digitally as well. A key differentiator between Cooperative Banks and new digital only players is the fact that clients still rely on the personal advice given to them. Personal contact is also important to these target groups. Not providing the modern experiences customers want can hence lead to competition filling those gaps or your target group churning to digital only banks.

Maintain long-distance customer relationships

In a world of ever-increasing mobility, customers are changing their place of residence more and more frequently. Flexperto enables bank agents to maintain relationships with long-distance customers, so that they can continue to support them – even away from home.

Enable online visual guidance

Thanks to Flexperto banking advisors can guide customers in real-time and provide help via a visual guidance. Customers can be guided through a web-formular via co-browsing or simply see their banking advisor’s screen.

Do customers want video consulting?

Our use case with Berliner Volksbank

Berliner Volksbank serves private and corporate customers as well as promising entrepreneurs with remote advisory via video all the way to Tel Aviv. See how Berliner Volksbank is using Flexperto