We give you full flexibility – control which users should have access, whether recording should be manual or start automatically, and whether recordings should include video or audio-only.
Easily find and download available recordings in a simple interface. Search by meeting ID or participant email address, filter by a date range, and download recordings for playback or additional recording purposes.
Collect recording archives via our API or store them in our MiFID II and FinVermV compliant solution for up to ten years.
Flexperto supports two different methods of recording video consultations:
Only one method can be enabled at any time for each company.
If a company is configured to use Manual Recording, there is an additional possibility of collecting consent to record from meeting participants. If this setting is enabled, when a consultant clicks the Recording button and starts recording, they will see a popup message instructing them to ask participants if they consent to the session being recorded. Participants must give verbal consent for the recording to continue. If a participant declines, the consultant will cancel the recording and the recorded files will be deleted.
Consultants can view the Meeting Recordings page that lists all past recordings and allows them to:
In addition to recording, Flexperto offers a compliant solution for firms to archive recordings long-term, to meet the regulation of the MiFID II and FinVermV directives.
Banks, liability umbrellas, asset managers with a BaFin license according to Section 32 of the German Banking Act (KWG), and according to the most updated FinVermV, financial investment brokers with a license according to section 34f of German Trade Regulation Act (GewO), so-called 34f agents, are obligated to record consultations conducted via telephone or video, plus related electronic communications, and to store them in a tamper-proof manner.
A compliant recording and archiving solution for MiFID II and FinVermV must meet the following requirements:
In partnership with Unimatica (Flexperto’s sister company as part of the RGI Group), Flexperto customers can purchase our Archiving module that provides the necessary data required for compliance, plus long-term storage in Unimatica’s UniStorage.
When a consultant ends a meeting, in addition to the recording, an archive will be automatically created that contains:
After creation, archives are automatically passed and stored in Unimatica’s UniStorage. Archives will be stored in UniStorage up to the requirements of the firm (MiFID II requires a minimum of five years and a maximum of seven years, FinVermV requires ten years).
Unimatica is ISO 27001, ISO 27017 and ISO 27018 certified and thus meets the highest security requirements. For use as an archiving solution in Germany, Unimatica successfully underwent an IDW PS 880 test for MiFID II compliance by a German auditor at the end of 2021.
Once stored in UniStorage, archives can be accessed by Administrators in a similar way as recordings are from the Meeting Recordings page. Administrators can filter by date, search, and see which recordings have associated archives. Archives can also be downloaded from the page (as a zip file).