Software for Digital Advisory

A Software for Digital Advisory that enables Private Banks to better serve the needs of high value clients, private individuals, entrepreneurial families or family offices. Uplift your digital capabilities and give your clients instant access to their advisers : deliver hybrid advices via video-chat, collaborate online with screen-sharing or co-browsing, ensure continuity of engagement and share investment advices with our secure omni-channel messenger and ultimately build long-term trust.  Get Started

Clients put high pressure on experience

  • The NOMADS. 40% of private banking customers  are highly digitally active group, ready for a new model of delivery.
  • The QUALITY SEEKERS. 36% of private banking are looking for high quality, enhanced, responsive client service.
  • GENERATIONS Z & Y. 69% of asset managers worry bout how to stay relevant to the younger generation. Generations X & Z expect digital advisory, modern CX & direct 1-1 channels such as WhatsApp.
  • PREMIUM CLIENTS. Continue to find more value in the personalized face-to-face services offered by high-end private banks.

Be at the service of your clients

  • Provide better remote advices thanks to visual engagement & collaborative tools such as screensharing or co-browsing.
  • Increase contact frequency in comparison to conventional methods and engage meaningfully with online experiences.
  • Be in your customer pocket with a higher availability in-and-outside of office traditional hours.
  • More time and ability to focus on the advisory role.


Why customers are repeatedly choosing Flexperto over other Software for Digital Advisory

All-in-One Solution

We integrate all communication channels in one software and do not offer only one single channel (e.g. video-chat).

Built for Enterprises

With our whitelabelling functionalities and integration capabilities, we are able to satisfy specific Enterprises needs.

Focused on Financial Services

With our proven track record in the financial services industry, we built an integrated solution based on the latest technologies, providing Private Banks with the needed compliance and reliability along with an agile and diversified approach to meet current and future requirements.


More time can be spent with clients

30 Video Sessions

are performed by an active adviser per month

24 Minutes

is the average duration of a video session

Embrace the new world and set a new standard for seamless communication

  • Alte Leipziger Logo
  • Barmenia Logo
  • Berliner Volskbank Logo
  • Helvetia Logo
  • Nürnberger Logo
  • Swiss Life Logo
  • Wüstenrot Logo

Ready to focus on new, better services and customer experiences with Flexperto?

Get Started