The financial industry is highly
competitive, more than ever.

The continuously changing customer needs combined with the digital transformation influence the way customers get in contact with their banks. In spite of the increasing automation, personal contact needs to be retained to fulfill customer's needs. Therefore, financial service providers are required to have solutions that enable the omni-channel communication.
The flexperto e-service platform offers an integrated solution to intelligently reproduce different services and communication channels between financial service provider and customers - as a complement to the stationary services.

Endowment of the stationary sales-team

Especially attending a chronically diseased patient needs a continuous communication and exchange of information between medicines, caregivers and relatives.
Consultants receive a whitelabel-software for the digital communication with their customers. It offers additional communication-channels for a comfortable interaction in terms of document-exchange, personal video-conversations and further enquiries via the messaging function.

pool of experts

For an optimized client-counselingand a more efficient allocation of specialized
knowledge, you can connect an expert via
video to a stationary consultancy.

Video-support

Offer direct consultation via video chat to establish relationships to potential customers and to consolidate those to your existing client base.
In addition, this leads to a higher conversation rate and a better ROI of your marketing campaigns.

Key benefits

Unique service

line
Unique service
Provide an advanced and lifestyle-oriented eService to your customer that builds personal relationships through the online-channel.

One step ahead

line
One step ahead
Dwarf your competitors by using innovative eService and progressive online communication. Use flexperto now to prepare your company for digital age!

Efficient and productive communication

line
Efficient and productive communication
Time consuming and expensive journeys are no longer part of your daily business. Flexperto offers a holistic solution to reduce administration effort and to provice a modern, more flexible and productive service - a win-win-situation that facilitates benefits to both, you and your customer.

Key features

Scheduling

line
Scheduling
Let your customers schedule easily online, regardless of the service they choose: a short call, extensive consultation via internet or on-the-spot-support.

Video communication without software downloads

line
Video communication without software downloads
Neither expert, nor customer need to download additional software or to install plugins. The flexperto video chat is 100% browser-based, no matter what kind of browser is being used.

File exchange and presentation mode

line
File exchange and presentation mode
Exchange files with your customers and carry out presentations live with your customer.

Digital signature

line
Digital signature
Make the conclusion of contract easier with money and time savings due to the avoidance of sending documents via post. The digital signature enables online binding ruling procedures both, during and following online-consultation.
1

Any questions? Contact us!

Get to know more about all benefits of personal, digital consultancy. We’re happy to help you.
Get in contact

live demo

line
live demo
Want to learn more about flexperto and the software? Schedule a live demo with one of our specialists for digital transformation.

free trial

line
free trial
Get a free trial account and test the flexperto software for 30 days without commitment.